We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
726
Wealthstreet Investment Advisors
Texas
$637K – – –
WB
727
WesBanco Bank
West Virginia
$636K +$26.6K +97 +4%
WP
728
WealthShield Partners
North Carolina
$634K -$89.4K -326 -11%
PTP
729
Platform Technology Partners
New York
$633K +$150K +547 +27%
KF
730
Krilogy Financial
Missouri
$633K +$708K +2,582 New
CC
731
Chicago Capital
Illinois
$630K -$196K -713 -22%
CCA
732
Checchi Capital Advisers
California
$629K -$28.3K -103 -4%
Acadian Asset Management
733
Acadian Asset Management
Massachusetts
$627K +$464K +1,692 +196%
BJL
734
Brighton Jones LLC
Washington
$624K +$6.58K +24 +1%
PA
735
Parallel Advisors
California
$624K +$193K +705 +38%
SMG
736
Spectrum Management Group
Indiana
$621K +$695K +2,535 New
S
737
SignatureFD
Georgia
$620K +$191K +697 +38%
GW
738
GW & Wade
Massachusetts
$616K -$68.6K -250 -9%
TAM
739
Trillium Asset Management
Massachusetts
$614K – – –
GDP
740
Great Diamond Partners
Maine
$613K -$54.9K -200 -7%
USGIU
741
U.S. Global Investors (USGI)
Texas
$610K +$683K +2,489 New
SFS
742
Sowell Financial Services
Arkansas
$609K -$32.9K -120 -5%
CRC
743
Curi RMB Capital
Illinois
$608K -$139K -508 -17%
DTL
744
Dynamic Technology Lab
Singapore
$605K +$275K +1,002 +68%
WEC
745
Winslow Evans & Crocker
Massachusetts
$604K +$261K +950 +63%
CCP
746
Corient Capital Partners
California
$601K +$145K +529 +27%
CA
747
Commerzbank Aktiengesellschaft
Germany
$600K -$1.28M -4,658 -66%
RMCM
748
Reynders McVeigh Capital Management
Massachusetts
$600K -$87.8K -320 -12%
NA
749
NewEdge Advisors
Louisiana
$600K -$67.8K -247 -9%
SFSIG
750
San Francisco Sentry Investment Group
California
$600K +$37K +135 +6%