We are live on ! Find out more
V icon

Visa
V

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1001
Bradley Foster & Sargent
Connecticut
$337K +$17.8K +320 +5%
PWLP
1002
Prio Wealth Limited Partnership
Massachusetts
$335K – – –
PMFA
1003
Plante Moran Financial Advisors
Michigan
$331K -$59.4K -1,068 -15%
ACA
1004
Anchor Capital Advisors
Massachusetts
$329K -$5.78K -104 -2%
KAM
1005
Keeley Asset Management
Illinois
$324K – – –
WMC
1006
Westwood Management Corporation
Illinois
$324K – – –
AAM
1007
Aureus Asset Management
Massachusetts
$324K +$333K +6,000 New
SC
1008
Savant Capital
Illinois
$322K -$6K -108 -2%
CA
1009
Cetera Advisors
Colorado
$320K +$62.5K +1,124 +24%
JRP
1010
Jasper Ridge Partners
California
$318K – – –
DWA
1011
Douglass Winthrop Advisors
New York
$317K +$326K +5,868 New
GI
1012
Glovista Investments
New Jersey
$314K – – –
HSA
1013
HBK Sorce Advisory
Pennsylvania
$313K +$65.6K +1,180 +26%
CL
1014
Choreo LLC
Illinois
$312K +$322K +5,788 New
ANB
1015
Amarillo National Bank
Texas
$309K -$40.2K -724 -11%
CSIC
1016
Clifford Swan Investment Counsel
California
$306K +$61.1K +1,100 +24%
RP
1017
Reinhart Partners
Wisconsin
$300K +$309K +5,560 New
CS
1018
Comerica Securities
Michigan
$296K +$12.2K +220 +4%
TIA
1019
Tiemann Investment Advisors
California
$293K – – –
SLG
1020
Stanley-Laman Group
Pennsylvania
$291K +$88.7K +1,596 +42%
BONST
1021
Bank of Nova Scotia Trust
Ontario, Canada
$287K +$2K +36 +0.7%
SCM
1022
SOL Capital Management
Maryland
$286K -$78.9K -1,420 -21%
W
1023
Wealthfront
California
$281K +$291K +5,228 New
PTC
1024
Private Trust Company
Ohio
$276K +$2K +36 +0.7%
FTI
1025
Fiduciary Trust International
Massachusetts
$275K +$284K +5,104 New
39 40
41
42 43