We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
676
Kingsview Wealth Management
Oregon
$5.08M +$173K +373 +3%
FCH
677
Freestone Capital Holdings
Washington
$5.08M +$52.9K +114 +1%
ISWM
678
Intesa Sanpaolo Wealth Management
$5.06M +$359K +773 +7%
CCG
679
Cloverfields Capital Group
Minnesota
$5.05M +$1.39M +3,000 +34%
IP
680
Interval Partners
New York
$5.05M -$16.6M -35,687 -75%
CIA
681
Choate Investment Advisors
Massachusetts
$5.04M -$436K -940 -7%
PVI
682
Pine Valley Investments
New Jersey
$4.99M -$1.84M -3,966 -25%
BAM
683
Bell Asset Management
Australia
$4.98M +$554K +1,194 +11%
GCA
684
Greenwood Capital Associates
South Carolina
$4.98M +$4.59M +9,897 +549%
TPM
685
Totem Point Management
New York
$4.97M -$5.06M -10,897 -48%
MIM
686
Morningstar Investment Management
Illinois
$4.94M +$1.58M +3,401 +41%
NC
687
NovaPoint Capital
Georgia
$4.92M +$220K +473 +4%
QOP
688
Quinn Opportunity Partners
Virginia
$4.89M +$5.34M +11,500 New
SCB
689
Saudi Central Bank
Saudi Arabia
$4.87M +$5.31M +11,441 New
DC
690
Davenport & Co
Virginia
$4.85M -$1.11M -2,387 -17%
DAS
691
Dynamic Advisor Solutions
Arizona
$4.81M -$2.19M -4,720 -29%
MC
692
Mount Capital
United Kingdom
$4.77M – – –
ACM
693
Advisors Capital Management
New Jersey
$4.76M -$130K -281 -2%
Group One Trading
694
Group One Trading
Illinois
$4.75M -$1.01M -2,171 -16%
STA
695
Summit Trail Advisors
New York
$4.74M +$1M +2,156 +24%
BIM
696
Baldwin Investment Management
Pennsylvania
$4.74M +$309K +666 +6%
WA
697
Waverly Advisors
Alabama
$4.73M +$2.52M +5,421 +95%
BFG
698
Bleakley Financial Group
New Jersey
$4.73M +$18.6K +40 +0.4%
GL
699
GHE LLC
Tennessee
$4.7M -$427K -920 -8%
BCP
700
Bluegrass Capital Partners
Florida
$4.68M -$7.43M -16,000 -59%