We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
701
Raymond James Trust
Florida
$1.89M +$2.6K +6 +0.1%
LPARFS
702
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.88M +$4.33K +10 +0.2%
PWAG
703
Polaris Wealth Advisory Group
California
$1.88M -$32.7M -75,481 -95%
ET
704
Equitable Trust
Tennessee
$1.88M
BCM
705
Breiter Capital Management
Florida
$1.87M +$143K +331 +8%
LT
706
Lindsell Train
United Kingdom
$1.87M
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.87M -$11.3K -26 -0.6%
ASBI
708
American State Bank (Iowa)
Iowa
$1.86M
TAM
709
Tealwood Asset Management
Minnesota
$1.85M +$1.89M +4,364 New
DCM
710
Decatur Capital Management
Georgia
$1.84M -$2.22M -5,127 -54%
CI
711
Conning Inc
Connecticut
$1.84M +$719K +1,659 +62%
IC
712
IEQ Capital
California
$1.83M +$399K +921 +27%
DAC
713
Dividend Assets Capital
South Carolina
$1.82M -$8.23K -19 -0.4%
DWM
714
Dakota Wealth Management
Florida
$1.82M -$78.9K -182 -4%
RWA
715
River Wealth Advisors
Pennsylvania
$1.82M -$109K -252 -6%
SCM
716
Sirios Capital Management
Massachusetts
$1.82M -$87.1K -201 -4%
Westfield Capital Management
717
Westfield Capital Management
Massachusetts
$1.82M -$303K -700 -14%
WC
718
Woodstock Corp
Massachusetts
$1.82M
IA
719
IndexIQ Advisors
New York
$1.77M +$87.5K +202 +5%
CIC
720
Cutler Investment Counsel
Oregon
$1.75M -$21.7K -50 -1%
CAM
721
Cypress Asset Management
Texas
$1.74M +$4.33K +10 +0.2%
BAM
722
Belpointe Asset Management
Nevada
$1.74M +$40.3K +93 +2%
PRC
723
Pearl River Capital
Michigan
$1.73M +$1.77M +4,074 New
PTC
724
Private Trust Company
Ohio
$1.73M +$10.4K +24 +0.6%
ACM
725
Ativo Capital Management
Illinois
$1.73M +$104K +240 +6%