We are live on ! Find out more
CBOE icon

Cboe Global Markets

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
726
Interchange Capital Partners
Pennsylvania
$263K +$332K +1,085 New
AA
727
AlphaCentric Advisors
Puerto Rico
$263K +$18.4K +60 +6%
NP
728
NorthRock Partners
Minnesota
$260K -$10.1K -33 -3%
BPA
729
Beacon Pointe Advisors
California
$259K +$72.8K +238 +29%
DIM
730
Delta Investment Management
California
$257K +$98.2K +321 +43%
MWM
731
Modern Wealth Management
Kansas
$257K -$256K -837 -44%
MWM
732
Maridea Wealth Management
New York
$256K +$323K +1,054 New
RG
733
Renaissance Group
Kentucky
$252K -$7.34K -24 -2%
CI
734
Cigna Investments
Connecticut
$248K – – –
FHA
735
Flagship Harbor Advisors
Massachusetts
$246K -$1.84K -6 -0.6%
CIC
736
Chilton Investment Company
Connecticut
$243K – – –
SC
737
Skylands Capital
Wisconsin
$243K – – –
FIM
738
Fruth Investment Management
Texas
$242K – – –
CAM
739
Claret Asset Management
Quebec, Canada
$237K -$7.34K -24 -2%
VA
740
VestGen Advisors
Illinois
$237K -$171K -558 -36%
ECM
741
Evergreen Capital Management
Washington
$236K – – –
HI
742
Harbour Investments
Wisconsin
$231K +$55.7K +182 +24%
BWP
743
Burling Wealth Partners
Illinois
$231K – – –
AssetMark Inc
744
AssetMark Inc
California
$230K +$80.8K +264 +39%
AF
745
Allworth Financial
California
$229K +$61.8K +202 +27%
PGF
746
Plan Group Financial
Oklahoma
$229K +$288K +942 New
EAM
747
Eventide Asset Management
Massachusetts
$228K +$302K +986 New
FPH
748
Financial Planning Hawaii
Hawaii
$223K – – –
FCP
749
Fidelis Capital Partners
Florida
$221K +$6.43K +21 +2%
PA
750
Profund Advisors
Maryland
$221K -$7.65K -25 -3%