We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
776
Shine Investment Advisory Services
Colorado
$132K
CS
777
Credential Securities
$126K -$4.43K -24 -3%
OIA
778
Optimum Investment Advisors
Illinois
$124K +$120K +650 New
TL
779
TrueWealth LLC
Georgia
$120K -$6.64K -36 -5%
BCP
780
Blue Chip Partners
Michigan
$115K +$111K +600 New
GLI
781
Guardian Life Insurance
New York
$112K -$45.4K -246 -30%
BFEC
782
Benjamin F. Edwards & Company
Missouri
$109K +$12.4K +67 +13%
ASN
783
Advisory Services Network
Georgia
$103K -$22.7K -123 -19%
Carson Wealth (CWM LLC)
784
Carson Wealth (CWM LLC)
Nebraska
$101K
AIS
785
AlphaOne Investment Services
Pennsylvania
$101K +$97.6K +529 New
CFA
786
Carroll Financial Associates
North Carolina
$99K +$185 +1 +0.2%
FANJ
787
Financial Architects (New Jersey)
New Jersey
$98K -$2.58K -14 -3%
FMT
788
First Mercantile Trust
Tennessee
$98K +$94.9K +514 New
KCPG
789
Kavar Capital Partners Group
Kansas
$96K +$92.3K +500 New
GBBWRPM
790
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$92K
IIC
791
Integrated Investment Consultants
Michigan
$90K +$86.6K +469 New
SFG
792
SevenBridge Financial Group
Pennsylvania
$89K
CAW
793
Cornerstone Advisors (Washington)
Washington
$89K +$33.4K +181 +63%
LWCFA
794
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88K
SPIA
795
Steward Partners Investment Advisory
New York
$86K +$55K +298 +190%
ML
796
McAdam LLC
Pennsylvania
$82K +$79.6K +431 New
Aristotle Capital Management
797
Aristotle Capital Management
California
$76K +$73.8K +400 New
PCG
798
Private Capital Group
Connecticut
$73K -$43K -233 -38%
CIP
799
Convergence Investment Partners
Florida
$71K +$68.7K +372 New
FPFS
800
First Personal Financial Services
North Carolina
$69K