We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Meridian Wealth Management
Kentucky
$220K +$232K +1,125 New
SICM
777
Sustainable Insight Capital Management
New York
$219K +$232K +1,123 New
HCM
778
Harvest Capital Management
New Hampshire
$215K -$103K -500 -31%
DWM
779
Dorchester Wealth Management
Quebec, Canada
$215K – – –
WTC
780
WhitTier Trust Company
Nevada
$213K -$35.1K -170 -14%
ECM
781
Elgethun Capital Management
South Dakota
$213K – – –
IC
782
Intersect Capital
California
$212K – – –
IAA
783
Independent Advisor Alliance
North Carolina
$211K +$218K +1,056 New
SIM
784
Sadoff Investment Management
Wisconsin
$210K – – –
FRM
785
Fox Run Management
Connecticut
$209K -$68.9K -334 -24%
PA
786
Parallel Advisors
California
$209K +$413 +2 +0.2%
EFS
787
Essex Financial Services
Connecticut
$208K – – –
JCM
788
Janney Capital Management
Pennsylvania
$208K – – –
PCM
789
Prelude Capital Management
New York
$205K -$722K -3,496 -77%
NIM
790
NuWave Investment Management
New Jersey
$205K -$433K -2,096 -67%
VCM
791
Versant Capital Management
Arizona
$205K – – –
WP
792
WealthSource Partners
California
$204K +$215K +1,043 New
BB
793
Busey Bank
Illinois
$202K – – –
GAG
794
GM Advisory Group
New York
$202K – – –
FAIM
795
Financial Advocates Investment Management
Washington
$201K +$213K +1,032 New
AR
796
Advisory Research
Illinois
$200K +$212K +1,026 New
FMT
797
First Mercantile Trust
Tennessee
$176K +$11.4K +55 +6%
BDWM
798
Brewin Dolphin Wealth Management
Ireland
$176K -$20.6K -100 -10%
ST
799
Smithfield Trust
Pennsylvania
$174K – – –
SIAS
800
Shine Investment Advisory Services
Colorado
$170K – – –
30 31
32
33 34