We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Parallel Advisors
California
$2.03M +$292K +740 +19%
FFA
802
Farther Finance Advisors
California
$2.02M +$1.34M +3,402 +286%
LSAG
803
Lake Street Advisors Group
New Hampshire
$2.01M +$1.8M +4,566 New
RB
804
Rodgers Brothers
Pennsylvania
$2.01M -$11.8K -30 -0.7%
CWP
805
Cyndeo Wealth Partners
Florida
$2M +$692K +1,754 +63%
GLR
806
Great Lakes Retirement
Ohio
$2M -$13.4K -34 -0.7%
CCG
807
Chatham Capital Group
Georgia
$2M -$43.4K -110 -2%
VA
808
Vident Advisory
Georgia
$2M -$1.46M -3,704 -45%
CWM
809
Chemistry Wealth Management
New York
$1.99M +$12.2K +31 +0.7%
AI
810
AXS Investments
New York
$1.99M -$122K -310 -6%
WCM
811
Whitener Capital Management
North Carolina
$1.98M
GCM
812
Geneva Capital Management
Wisconsin
$1.97M -$90K -228 -5%
Jones Financial Companies
813
Jones Financial Companies
Missouri
$1.97M +$1.69M +4,276 +2,086%
PA
814
Profund Advisors
Maryland
$1.94M +$282K +714 +19%
LWAM
815
Legacy Wealth Asset Management
Minnesota
$1.94M -$4.34K -11 -0.2%
CSS
816
Cubist Systematic Strategies
Connecticut
$1.93M +$1.73M +4,378 New
RIA
817
Regal Investment Advisors
Michigan
$1.93M +$690K +1,749 +67%
WBC
818
Westpac Banking Corp
Australia
$1.93M -$42.6K -108 -2%
BRWA
819
B. Riley Wealth Advisors
Florida
$1.92M -$104K -264 -6%
BP
820
Ballentine Partners
Massachusetts
$1.89M +$141K +358 +9%
PCM
821
Parsons Capital Management
Rhode Island
$1.88M +$70.2K +178 +4%
CAM
822
Congress Asset Management
Massachusetts
$1.88M -$23.3K -59 -1%
HWM
823
HB Wealth Management
Georgia
$1.88M +$33.5K +85 +2%
DCM
824
Decatur Capital Management
Georgia
$1.88M +$123K +311 +8%
MYIA
825
Mount Yale Investment Advisors
Colorado
$1.88M +$24.1K +61 +1%