We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
801
Prospera Financial Services
Texas
$464K +$200K +769 +83%
AIM
802
Arcadia Investment Management
Michigan
$459K – – –
FHA
803
Flagship Harbor Advisors
Massachusetts
$456K -$48.8K -188 -10%
ST
804
Spinnaker Trust
Maine
$455K -$6.75K -26 -2%
WCM
805
WealthBridge Capital Management
Ohio
$455K – – –
ST
806
Smithfield Trust
Pennsylvania
$454K – – –
FCH
807
Freestone Capital Holdings
Washington
$454K +$39.2K +151 +10%
DBRC
808
D.B. Root & Company
Pennsylvania
$453K +$520 +2 +0.1%
FA
809
FDx Advisors
Illinois
$452K +$103K +397 +32%
CAN
810
Cetera Advisor Networks
California
$448K +$17.4K +67 +4%
EMG
811
Ellington Management Group
Connecticut
$437K -$156K -600 -27%
BIC
812
Beach Investment Counsel
Pennsylvania
$437K – – –
CS
813
Cannell & Spears
New York
$437K – – –
GFP
814
Gryphon Financial Partners
Ohio
$437K +$5.72K +22 +1%
MWP
815
Meridian Wealth Partners
Pennsylvania
$437K +$416K +1,600 New
NAM
816
North American Management
Massachusetts
$434K – – –
CS
817
Comerica Securities
Michigan
$433K -$9.87K -38 -2%
HSA
818
HBK Sorce Advisory
Pennsylvania
$430K +$13.8K +53 +3%
AA
819
Alesco Advisors
New York
$430K +$409K +1,575 New
PI
820
PEAK6 Investments
Illinois
$429K +$408K +1,572 New
CCM
821
Crabel Capital Management
California
$427K +$50.7K +195 +14%
MCM
822
McKinley Capital Management
Alaska
$426K -$83.4K -321 -17%
DCM
823
Donaldson Capital Management
Indiana
$426K +$79.8K +307 +25%
PVWM
824
Point View Wealth Management
New Jersey
$420K – – –
NHC
825
Nicholas Hoffman & Company
Georgia
$417K -$16.9K -65 -4%
31 32
33
34 35