We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
MBA
701
McQueen Ball & Associates
Pennsylvania
$274K
AC
702
Abbrea Capital
California
$273K +$258K +3,273 New
DWT
703
Dorsey & Whitney Trust
South Dakota
$272K +$257K +3,259 New
EWM
704
Evercore Wealth Management
New York
$264K -$10.6K -135 -4%
MCWS
705
McKinley Carter Wealth Services
West Virginia
$264K +$249K +3,160 New
WAM
706
Wealthspire Advisors (Maryland)
Maryland
$263K +$19.1K +243 +8%
CIC
707
Chilton Investment Company
Connecticut
$263K +$248K +3,151 New
PGFC
708
Peapack-Gladstone Financial Corp
New Jersey
$262K +$247K +3,136 New
ZDA
709
Zweig-DiMenna Associates
New York
$259K +$244K +3,100 New
CBU
710
CIBC Bank USA
Illinois
$257K -$4.73K -60 -2%
SWM
711
Segment Wealth Management
Texas
$255K -$22.9K -291 -9%
SFA
712
Sequoia Financial Advisors
Ohio
$254K +$240K +3,046 New
SCM
713
Stonebridge Capital Management
California
$253K -$250K -3,175 -51%
CG
714
Clinton Group
New York
$253K +$239K +3,033 New
BCM
715
Becker Capital Management
Oregon
$253K +$239K +3,035 New
AMCA
716
Arthur M. Cohen & Associates
Illinois
$252K
QCIG
717
Quad-Cities Investment Group
Iowa
$251K +$236K +3,001 New
ZF
718
Zhang Financial
Michigan
$250K +$19.6K +249 +9%
ADBIC
719
A.D. Beadell Investment Counsel
Wisconsin
$250K +$236K +3,000 New
GH
720
GAM Holding
Switzerland
$249K -$375K -4,764 -61%
SLT
721
St Louis Trust
Missouri
$247K
ASN
722
Advisory Services Network
Georgia
$246K +$40.9K +519 +21%
PA
723
Pinnacle Associates
New York
$246K +$232K +2,948 New
FHB
724
First Hawaiian Bank
Hawaii
$243K +$229K +2,909 New
PCM
725
Princeton Capital Management
New Jersey
$238K +$224K +2,845 New