We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
901
Private Capital Group
Connecticut
$93K -$10K -40 -10%
NSIM
902
North Star Investment Management
Illinois
$91K +$92.5K +370 New
ZB
903
Zions Bancorporation
Utah
$90K -$10.2K -41 -10%
FDCDDQ
904
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.2K +$60K +240 +207%
THWM
905
Taylor Hoffman Wealth Management
Virginia
$87K – – –
MAM
906
Meeder Asset Management
Ohio
$82K +$18.2K +73 +28%
GWM
907
Geneos Wealth Management
Colorado
$81K – – –
CTB
908
Country Trust Bank
Illinois
$78K – – –
CIM
909
Contravisory Investment Management
Massachusetts
$75K – – –
AWM
910
Avior Wealth Management
Nebraska
$74K -$34.2K -137 -31%
CAM
911
CenterStar Asset Management
Illinois
$74K – – –
CA
912
Crewe Advisors
Utah
$73K -$308K -1,231 -80%
ARMC
913
American Research & Management Company
Massachusetts
$73K – – –
CYG
914
Clean Yield Group
Vermont
$73K – – –
AIM
915
AIA Investment Management
Singapore
$72K +$73K +292 New
WB
916
Webster Bank
Connecticut
$68K – – –
AssetMark Inc
917
AssetMark Inc
California
$66K -$749K -2,998 -92%
RIA
918
Realta Investment Advisors
Delaware
$65K +$38.2K +153 +137%
WPA
919
West Paces Advisors
Georgia
$64.4K – – –
OC
920
Oakworth Capital
Alabama
$64K – – –
MAM
921
Magellan Asset Management
Australia
$58K – – –
BCA
922
Berman Capital Advisors
Georgia
$56K +$1.25K +5 +2%
FPFS
923
First Personal Financial Services
North Carolina
$55K -$2.5K -10 -4%
TWA
924
TCI Wealth Advisors
Arizona
$52K – – –
TA
925
Thor Advisors
New York
$52K +$52.7K +211 New