We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
926
Laurel Wealth Advisors (California)
California
$4.22M -$289K -5,229 -6%
PCS
927
Personal CFO Solutions
New Jersey
$4.22M +$1.99K +36 +0%
ZB
928
Zions Bancorporation
Utah
$4.21M +$870K +15,723 +25%
MAFM
929
Mid Atlantic Financial Management
Pennsylvania
$4.2M -$150K -2,705 -3%
BEAM
930
Baker Ellis Asset Management
Washington
$4.19M +$79.2K +1,432 +2%
S
931
Surevest
California
$4.18M +$230K +4,159 +6%
BCCM
932
Bridge Creek Capital Management
Massachusetts
$4.16M +$339K +6,126 +9%
MCP
933
Mirador Capital Partners
California
$4.15M +$90.2K +1,631 +2%
FFWA
934
FRG Family Wealth Advisors
Washington
$4.14M -$212K -3,840 -5%
Fayez Sarofim & Co
935
Fayez Sarofim & Co
Texas
$4.1M -$2.18M -39,491 -34%
CWG
936
Cornerstone Wealth Group
North Carolina
$4.1M +$186K +3,360 +5%
HCM
937
Harvey Capital Management
Florida
$4.1M +$3.54M +64,000 +538%
PLFAM
938
Pineno Levin & Ford Asset Management
Virginia
$4.1M +$45.1K +815 +1%
APP
939
Avantax Planning Partners
Iowa
$4.09M -$699K -12,642 -14%
LPT
940
Legacy Private Trust
Wisconsin
$4.08M -$348K -6,290 -8%
FNFDCM
941
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.08M +$165K +2,989 +4%
SC
942
Sawyer & Company
Massachusetts
$4.07M
BFEC
943
Benjamin F. Edwards & Company
Missouri
$4.06M -$6.64K -120 -0.2%
GVAG
944
Great Valley Advisor Group
Delaware
$4.02M +$347K +6,267 +9%
CCM
945
Check Capital Management
California
$4.01M +$197K +3,570 +5%
CF
946
Clarity Financial
Texas
$4M +$225K +4,071 +6%
UF
947
Univest Financial
Pennsylvania
$3.99M +$149K +2,697 +4%
BB
948
Bell Bank
North Dakota
$3.99M +$292K +5,284 +8%
PS
949
Pensionfund Sabic
Netherlands
$3.97M
PTC
950
Private Trust Company
Ohio
$3.97M -$664K -11,995 -14%