We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
UR
801
USCA RIA
Texas
$738K +$722K +2,047 New
SCA
802
Snowden Capital Advisors
New York
$736K -$567K -1,608 -44%
CT
803
Chicago Trust
Illinois
$731K +$86.8K +246 +14%
RCM
804
Radnor Capital Management
Pennsylvania
$729K +$8.12K +23 +1%
CG
805
Cutler Group
California
$722K -$565K -1,600 -44%
PFBT
806
Parkside Financial Bank & Trust
Missouri
$707K +$166K +471 +32%
LWAC
807
Laurel Wealth Advisors (California)
California
$705K -$2.12K -6 -0.3%
Vanguard Personalized Indexing Management
808
Vanguard Personalized Indexing Management
California
$702K +$231K +656 +51%
DCM
809
Dimension Capital Management
Florida
$696K
DWT
810
Dorsey & Whitney Trust
South Dakota
$695K -$32.8K -93 -5%
FHA
811
Flagship Harbor Advisors
Massachusetts
$694K +$706 +2 +0.1%
EDRH
812
Edmond de Rothschild Holding
Switzerland
$691K +$301K +852 +80%
WP
813
WealthSource Partners
California
$688K -$393K -1,113 -37%
PWM
814
Perigon Wealth Management
California
$688K +$3.53K +10 +0.5%
RCAG
815
Rehmann Capital Advisory Group
Michigan
$686K -$4.23K -12 -0.6%
QOP
816
Quinn Opportunity Partners
Virginia
$685K -$4.27M -12,100 -86%
AIL
817
AGF Investments LLC
Ontario, Canada
$685K -$1.97M -5,593 -75%
LSAG
818
Lake Street Advisors Group
New Hampshire
$679K -$28.9K -82 -4%
GDP
819
Great Diamond Partners
Maine
$674K +$5.64K +16 +0.9%
BC
820
Brookfield Corp
Ontario, Canada
$670K -$3.99M -11,295 -86%
ACI
821
Alpha Cubed Investments
California
$667K -$17.6K -50 -3%
ISL
822
Ingalls & Snyder LLC
New York
$667K
QSS
823
Quantitative Systematic Strategies
Florida
$666K +$652K +1,847 New
WANY
824
Wealthspire Advisors (New York)
New York
$664K +$43.4K +123 +7%
QCG
825
Quadrant Capital Group
Ohio
$660K +$12.7K +36 +2%