We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CB
851
CNB Bank
Pennsylvania
$37K +$10.8K +56 +46%
MNBTD
852
Moody National Bank Trust Division
Texas
$36K
RFA
853
Reilly Financial Advisors
California
$34K
LWA
854
Lenox Wealth Advisors
New York
$34K +$4.07K +21 +15%
BCA
855
Berman Capital Advisors
Georgia
$34K +$12K +62 +60%
KTC
856
Kistler-Tiffany Companies
Pennsylvania
$34K +$21.3K +110 +220%
CHP
857
Cable Hill Partners
Oregon
$33K
HGWM
858
Harvest Group Wealth Management
Massachusetts
$28K +$25.9K +134 New
JCM
859
Julex Capital Management
Massachusetts
$27.8K
EARNEST Partners
860
EARNEST Partners
Georgia
$27K
NCM
861
Next Capital Management
New York
$27K
GRP
862
Global Retirement Partners
California
$27K +$4.84K +25 +24%
BAM
863
Barrett Asset Management
New York
$26K
FHA
864
First Horizon Advisors
Tennessee
$26K
IF
865
Ironwood Financial
Arizona
$26K
EFSCE
866
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$4.26K +22 +21%
CAL
867
Capital Analysts LLC
Pennsylvania
$26K +$24.2K +125 New
AIM
868
Advantage Investment Management
Iowa
$25K -$27.3K -141 -54%
FDCDDQ
869
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K -$230K -1,190 -91%
WTC
870
WhitTier Trust Company
Nevada
$24K +$9.88K +51 +81%
EIM
871
Essex Investment Management
Massachusetts
$23K -$102K -525 -83%
VFA
872
Valeo Financial Advisors
Indiana
$23K -$1.36K -7 -6%
FMII
873
Farmers & Merchants Investments Inc
Nebraska
$23K +$2.52K +13 +13%
PFO
874
Pathstone Family Office
New Jersey
$23K +$5.62K +29 +35%
QAM
875
QCI Asset Management
New York
$21K -$28.1K -145 -59%