We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
THWM
801
Taylor Hoffman Wealth Management
Virginia
$68K
AAP
802
Arax Advisory Partners
Colorado
$66K +$2.58K +14 +4%
FGC
803
Financial Gravity Companies
Texas
$62K -$55.9K -303 -48%
FC
804
Ferris Capital
Massachusetts
$62K +$60.4K +327 New
FGAM
805
Financial Gravity Asset Management
Texas
$62K +$60.9K +330 New
MYIA
806
Mount Yale Investment Advisors
Colorado
$61K +$59.3K +321 New
PCP
807
Proficio Capital Partners
Massachusetts
$58K +$7.01K +38 +14%
ARMC
808
American Research & Management Company
Massachusetts
$57K
HDIM
809
Hanson & Doremus Investment Management
Vermont
$57K +$55.4K +300 New
Twin Tree Management
810
Twin Tree Management
Texas
$55K +$53.5K +290 New
GAM
811
Gemmer Asset Management
California
$51K
WPA
812
West Paces Advisors
Georgia
$50.2K
SWP
813
Stratos Wealth Partners
Ohio
$50K -$3.88K -21 -7%
APP
814
Avantax Planning Partners
Iowa
$49K +$47.4K +257 New
KA
815
Kaizen Advisory
Illinois
$48K -$1.27M -6,887 -97%
GWM
816
Geneos Wealth Management
Colorado
$48K -$3.14K -17 -6%
HAM
817
Highstreet Asset Management
Ontario, Canada
$45K +$43.6K +236 New
TWA
818
TCI Wealth Advisors
Arizona
$44K
BGIM
819
Brandywine Global Investment Management
Pennsylvania
$38K
PFA
820
Pathway Financial Advisors
Vermont
$38K
ZB
821
Zions Bancorporation
Utah
$38K +$4.98K +27 +16%
JCM
822
Jacobi Capital Management
Pennsylvania
$37K
PFBT
823
Parkside Financial Bank & Trust
Missouri
$37K +$4.25K +23 +14%
FMII
824
Farmers & Merchants Investments Inc
Nebraska
$36K +$18.5K +100 +114%
IWM
825
IHT Wealth Management
Illinois
$35K