We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
Impax Asset Management Group
701
Impax Asset Management Group
United Kingdom
$2.57M -$305K -775 -10%
CF
702
Centaurus Financial
California
$2.56M -$29.9K -76 -1%
TF
703
Threadgill Financial
Texas
$2.55M +$2.73M +6,950 New
VI
704
Vestcor Inc
New Brunswick, Canada
$2.54M -$233K -593 -8%
FWM
705
Fortress Wealth Management
California
$2.54M +$1.97K +5 +0.1%
QCM
706
Quantinno Capital Management
New York
$2.5M +$541K +1,376 +25%
CA
707
Clearstead Advisors
Ohio
$2.49M +$6.68K +17 +0.2%
SCM
708
Shelton Capital Management
Colorado
$2.47M +$1.85M +4,700 +227%
HA
709
Herold Advisors
New York
$2.41M -$30.7K -78 -1%
CSIC
710
Clifford Swan Investment Counsel
California
$2.4M +$1.86M +4,720 +256%
HBT
711
Hills Bank & Trust
Iowa
$2.4M -$48.8K -124 -2%
DIM
712
Delta Investment Management
California
$2.34M +$14.2K +36 +0.6%
OC
713
Oakmont Corp
California
$2.34M
GH
714
GAM Holding
Switzerland
$2.32M +$1.18K +3 +0%
Fisher Asset Management
715
Fisher Asset Management
Washington
$2.31M -$4.33K -11 -0.2%
WHAM
716
Windmill Hill Asset Management
United Kingdom
$2.3M
CCG
717
Cypress Capital Group
Florida
$2.29M
LTAS
718
Linden Thomas Advisory Services
North Carolina
$2.28M -$771K -1,961 -24%
RWP
719
Ridgecrest Wealth Partners
California
$2.28M -$1.59M -4,038 -39%
FTDI
720
First Trust Direct Indexing
Massachusetts
$2.26M +$140K +355 +6%
CI
721
Ceera Investments
Texas
$2.25M
VCM
722
Vetamer Capital Management
California
$2.25M +$774K +1,969 +47%
CS
723
Cannell & Spears
New York
$2.24M -$40.1K -102 -2%
TCOV
724
Trust Company of Vermont
Vermont
$2.21M -$62.1K -158 -3%
ROTUOC
725
Regents of the University of California
California
$2.19M