We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
1651
Prospera Financial Services
Texas
$694K -$187K -1,318 -20%
TPW
1652
Tiller Private Wealth
Pennsylvania
$693K +$853 +6 +0.1%
CSIC
1653
Clifford Swan Investment Counsel
California
$692K -$59.9K -421 -8%
UC
1654
Unio Capital
New Jersey
$690K -$14.2K -100 -2%
DWM
1655
Dorchester Wealth Management
Quebec, Canada
$690K +$653K +4,595 New
KSA
1656
Ken Stern & Associates
California
$689K
VIM
1657
Veritas Investment Management
United Kingdom
$688K +$407K +2,860 +166%
WI
1658
Wedgewood Investors
Pennsylvania
$686K +$14.2K +100 +2%
LBA
1659
Letko, Brosseau & Associates
Quebec, Canada
$684K -$6.4K -45 -1%
JA
1660
JLB & Associates
Michigan
$681K -$4.27K -30 -0.7%
MWP
1661
MYCIO Wealth Partners
Pennsylvania
$670K -$6.83K -48 -1%
BB
1662
Bell Bank
North Dakota
$668K +$46.6K +328 +8%
MCM
1663
MV Capital Management
Maryland
$664K -$11.1K -78 -2%
HTHT
1664
Hemenway Trust Hemenway Trust
New Hampshire
$664K +$35.5K +250 +6%
SCM
1665
Southport Capital Management
Tennessee
$662K +$1.85K +13 +0.3%
HMS
1666
Hanseatic Management Services
New Mexico
$662K +$250K +1,761 +66%
PDM
1667
Penn Davis McFarland
Texas
$660K
WP
1668
WealthSource Partners
California
$659K -$167K -1,173 -21%
BPM
1669
Bowling Portfolio Management
Ohio
$654K -$9.53K -67 -2%
KA
1670
Kaizen Advisory
Illinois
$653K
HAIM
1671
Hunter Associates Investment Management
Pennsylvania
$651K -$31.1K -219 -5%
FCAG
1672
First Capital Advisors Group
New Jersey
$643K -$5.97K -42 -1%
PIA
1673
Pinion Investment Advisors
Kansas
$643K +$29.2K +205 +5%
AF
1674
Aldebaran Financial
$641K
UBV
1675
United Bank (Virginia)
Virginia
$641K +$5.12K +36 +0.8%