We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1051
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$214K +$186K +1,960 New
SFO
1052
Standard Family Office
South Dakota
$213K +$185K +1,952 New
MBT
1053
Montecito Bank & Trust
California
$211K +$183K +1,929 New
SMC
1054
Smith, Moore & Co
Missouri
$211K +$184K +1,935 New
BCM
1055
Becker Capital Management
Oregon
$210K +$183K +1,928 New
WI
1056
WrapManager Inc
California
$204K +$178K +1,873 New
CWM
1057
Cahaba Wealth Management
Georgia
$201K +$148K +1,561 New
DY
1058
Dowling & Yahnke
California
$201K +$175K +1,845 New
EW
1059
Evoke Wealth
California
$200K -$379 -4 -0.2%
MCM
1060
Manchester Capital Management
Vermont
$200K +$151K +1,587 +635%
USGIU
1061
U.S. Global Investors (USGI)
Texas
$196K +$171K +1,800 New
HFM
1062
Harvest Fund Management
China
$194K – – –
MMG
1063
Monetary Management Group
Missouri
$191K – – –
PFO
1064
Pathstone Family Office
New Jersey
$184K +$160K +1,683 New
First Manhattan
1065
First Manhattan
New York
$172K – – –
PB
1066
Pinnacle Bancorp
Nebraska
$168K – – –
LOIM
1067
Liberty One Investment Management
Illinois
$168K +$146K +1,537 New
GTAM
1068
Global Trust Asset Management
Florida
$167K – – –
GWS
1069
Glassman Wealth Services
Virginia
$160K +$16K +169 +13%
KCM
1070
Kathmere Capital Management
Pennsylvania
$159K – – –
AWM
1071
Accel Wealth Management
Iowa
$155K +$134K +1,417 New
SM
1072
SG3 Management
Puerto Rico
$153K +$133K +1,400 New
TFM
1073
TFC Financial Management
Massachusetts
$151K – – –
OIA
1074
Optimum Investment Advisors
Illinois
$149K +$35.1K +370 +37%
HCP
1075
Hexagon Capital Partners
Arkansas
$141K – – –