We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1701
Dakota Wealth Management
Florida
$331K +$16.1K +300 +5%
SFS
1702
Summit Financial Strategies
Ohio
$327K -$24.9K -464 -7%
WCM
1703
Weatherstone Capital Management
Colorado
$327K -$2.79K -52 -0.8%
BMC
1704
Benin Management Corp
Connecticut
$324K +$2.68K +50 +0.8%
CCA
1705
Clearwater Capital Advisors
Illinois
$323K +$63K +1,173 +23%
BRA
1706
Bender Robert & Associates
California
$322K +$3.92K +73 +1%
IMOV
1707
Investment Management of Virginia
Virginia
$319K -$106K -1,973 -24%
NYLT
1708
New York Life Trust
New York
$317K -$3.27K -61 -1%
LIM
1709
Loudon Investment Management
New Hampshire
$316K
CD
1710
Carl Domino
Florida
$312K +$4.35K +81 +1%
PVH
1711
Psagot Value Holdings
Israel
$312K +$322K +6,000 New
NFC
1712
Northeast Financial Consultants
Connecticut
$311K -$2.52K -47 -0.8%
GAM
1713
Gemmer Asset Management
California
$306K +$30.4K +566 +11%
AAC
1714
Asset Advisors Corp
Georgia
$300K +$62.6K +1,166 +25%
FNBSF
1715
First National Bank Sioux Falls
South Dakota
$300K +$127K +2,364 +69%
TCM
1716
Tradewinds Capital Management
Washington
$299K +$8.96K +167 +3%
EML
1717
Eos Management LP
New York
$298K
BCA
1718
Benchmark Capital Advisors
New York
$298K +$537 +10 +0.2%
Kovitz Investment Group Partners
1719
Kovitz Investment Group Partners
Illinois
$297K +$6.17K +115 +2%
HHGA
1720
Halbert Hargrove Global Advisors
California
$291K -$75K -1,397 -20%
SMH
1721
Sanders Morris Harris
Texas
$290K -$24.4K -455 -8%
RMC
1722
Regis Management Company
California
$289K +$298K +5,550 New
SLF
1723
Sun Life Financial
Ontario, Canada
$288K -$240K -4,478 -45%
SIM
1724
Sadoff Investment Management
Wisconsin
$286K -$34K -633 -10%
Dodge & Cox
1725
Dodge & Cox
California
$286K