We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
126
SEI Investments
Pennsylvania
$425K +$187K +4,529 +85%
CPA
127
Court Place Advisors
Maryland
$415K +$2.81K +68 +0.7%
EWM
128
Evercore Wealth Management
New York
$413K +$51.7K +1,250 +15%
ACM
129
Argentus Capital Management
Texas
$410K +$339K +8,205 +639%
TAG
130
Tactical Allocation Group
Michigan
$397K -$4.84M -116,944 -93%
FIM
131
Freedom Investment Management
Connecticut
$395K -$33.8K -816 -8%
NFG
132
Next Financial Group
Texas
$385K +$95.2K +2,300 +35%
BJ
133
Brouwer & Janachowski
California
$348K -$20.3K -491 -6%
RIA
134
Regal Investment Advisors
Michigan
$325K +$6.46K +156 +2%
WS
135
Wedbush Securities
California
$321K -$63.6K -1,538 -17%
SAM
136
SignalPoint Asset Management
Missouri
$313K +$41.1K +993 +16%
SBH
137
Segall Bryant & Hamill
Illinois
$302K +$290K +7,000 New
SG
138
Strid Group
Pennsylvania
$294K
BWM
139
BerganKDV Wealth Management
Minnesota
$293K +$281K +6,785 New
DWA
140
Dorsey Wright & Associates
California
$285K +$273K +6,606 New
MAS
141
Madden Advisory Services
Florida
$283K +$33.1K +800 +14%
RJT
142
Raymond James Trust
Florida
$279K -$22.2K -537 -8%
JWM
143
Jacobus Wealth Management
Wisconsin
$279K
VA
144
Valmark Advisers
Ohio
$256K
TU
145
TDAM USA
Ontario, Canada
$233K -$29K -700 -11%
GIA
146
Granite Investment Advisors
New Hampshire
$226K
WEC
147
Winslow Evans & Crocker
Massachusetts
$216K -$2.73K -66 -1%
Koshinski Asset Management
148
Koshinski Asset Management
Illinois
$215K
AI
149
Atria Investments
North Carolina
$212K -$2.46M -59,451 -92%
SPC
150
Sigma Planning Corp
Michigan
$212K -$648K -15,673 -76%