We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Acrospire Investment Management
Illinois
$97K +$71.7K +600 +200%
EA
602
Edge Advisors
Georgia
$88K +$98.7K +826 New
CG
603
Cutler Group
California
$87K -$77.1K -645 -44%
TC
604
Trust Company
Kansas
$86K – – –
FIB
605
First Interstate Bank
Montana
$83K -$299K -2,500 -76%
BL
606
Balentine LLC
Georgia
$81K – – –
SSB
607
Sandy Spring Bank
Maryland
$80K +$5.26K +44 +6%
FMT
608
First Mercantile Trust
Tennessee
$78K – – –
FNBT
609
FineMark National Bank & Trust
Florida
$69K -$53K -444 -41%
CFA
610
Carroll Financial Associates
North Carolina
$58K -$22K -184 -25%
AssetMark Inc
611
AssetMark Inc
California
$56K +$119 +1 +0.2%
MFS
612
MSI Financial Services
Massachusetts
$55K -$11.6K -97 -16%
LWCFA
613
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K – – –
CAW
614
Cornerstone Advisors (Washington)
Washington
$49K +$2.87K +24 +6%
ARMC
615
American Research & Management Company
Massachusetts
$47K – – –
CFA
616
CT Financial Advisors
Pennsylvania
$43K – – –
DBT
617
Dubuque Bank & Trust
Iowa
$43K – – –
CGT
618
Capital Guardian Trust
California
$42K +$46.7K +391 New
IWM
619
IHT Wealth Management
Illinois
$41K +$45.2K +378 New
Carson Wealth (CWM LLC)
620
Carson Wealth (CWM LLC)
Nebraska
$40K +$4.42K +37 +11%
WAM
621
Wealthspire Advisors (Maryland)
Maryland
$38K +$239 +2 +0.6%
AAP
622
Arax Advisory Partners
Colorado
$35K +$38.6K +323 New
Northwestern Mutual Wealth Management
623
Northwestern Mutual Wealth Management
Wisconsin
$33K -$16.4K -137 -31%
FFC
624
First Financial Corp
Indiana
$32K -$35.8K -300 -50%
WA
625
WFG Advisors
Texas
$32K +$31.3K +262 +845%