We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
826
IBEX Wealth Advisors
New Jersey
$2.09M +$2.01M +4,690 New
CWM
827
Cordatus Wealth Management
Pennsylvania
$2.09M -$68.6K -160 -3%
CIC
828
Cornercap Investment Counsel
Georgia
$2.08M -$11.6K -27 -0.6%
ACM
829
Ashford Capital Management
Delaware
$2.07M – – –
FFA
830
Farther Finance Advisors
California
$2.07M +$527K +1,228 +36%
ASBI
831
American State Bank (Iowa)
Iowa
$2.06M +$15.9K +37 +0.8%
CFCI
832
Comprehensive Financial Consultants Institutional
Indiana
$2.06M +$180K +420 +10%
SW
833
SVB Wealth
Massachusetts
$2.05M -$237K -552 -11%
MIA
834
MMBG Investment Advisors
Florida
$2.04M – – –
WCA
835
Waratah Capital Advisors
Ontario, Canada
$2.04M -$48.5K -113 -2%
RB
836
Rodgers Brothers
Pennsylvania
$2.04M +$2.57K +6 +0.1%
RIA
837
Regal Investment Advisors
Michigan
$2.03M +$12.4K +29 +0.6%
CWM
838
Chemistry Wealth Management
New York
$2.03M +$9.87K +23 +0.5%
KJHP
839
K.J. Harrison & Partners
Ontario, Canada
$2.03M -$4.77M -11,112 -71%
Group One Trading
840
Group One Trading
Illinois
$2.02M +$1.94M +4,526 New
OIS
841
Okabena Investment Services
Minnesota
$2.02M -$311K -725 -14%
GLR
842
Great Lakes Retirement
Ohio
$2.02M +$9.01K +21 +0.5%
Capstone Investment Advisors
843
Capstone Investment Advisors
New York
$2.01M -$1.39M -3,249 -42%
CCG
844
Chatham Capital Group
Georgia
$2.01M +$9.01K +21 +0.5%
WCM
845
Whitener Capital Management
North Carolina
$2.01M – – –
CM
846
Crestline Management
Texas
$2M -$4.17M -9,730 -68%
AI
847
AXS Investments
New York
$1.99M -$16.3K -38 -0.8%
BFC
848
Blue Fin Capital
Rhode Island
$1.99M +$121K +282 +7%
TC
849
Trium Capital
United Kingdom
$1.99M +$644K +1,502 +51%
EGM
850
Engineers Gate Manager
New York
$1.99M -$9.67M -22,544 -84%