We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
926
Dimension Capital Management
Florida
$910K – – –
HWM
927
HB Wealth Management
Georgia
$909K +$882K +1,927 New
RWA
928
Ropes Wealth Advisors
Massachusetts
$908K +$880K +1,924 New
APP
929
Avantax Planning Partners
Iowa
$905K +$16.9K +37 +2%
CRC
930
Curi RMB Capital
Illinois
$896K – – –
AWM
931
Altium Wealth Management
New York
$894K +$81.9K +179 +10%
OPCM
932
Osborne Partners Capital Management
California
$884K +$132K +288 +18%
AAP
933
Arax Advisory Partners
Colorado
$874K +$15.1K +33 +2%
APWM
934
Atlas Private Wealth Management
New York
$873K +$461K +1,008 +120%
SFA
935
Souders Financial Advisors
Ohio
$865K +$11.9K +26 +1%
CT
936
Chicago Trust
Illinois
$861K – – –
APA
937
American Portfolios Advisors
New York
$853K +$97K +212 +13%
OFS
938
Orrstown Financial Services
Pennsylvania
$852K -$25.2K -55 -3%
CA
939
Calton & Associates
Florida
$852K +$9.15K +20 +1%
NAM
940
NorthCrest Asset Manangement
Minnesota
$850K +$824K +1,802 New
RCM
941
Radnor Capital Management
Pennsylvania
$849K -$103K -225 -11%
GAM
942
Griffin Asset Management
New York
$849K – – –
AMCA
943
Arthur M. Cohen & Associates
Illinois
$847K – – –
HSA
944
HBK Sorce Advisory
Pennsylvania
$846K +$12.8K +28 +2%
LA
945
Latitude Advisors
Florida
$844K +$97.9K +214 +14%
RB
946
Rodgers Brothers
Pennsylvania
$840K – – –
BFEC
947
Benjamin F. Edwards & Company
Missouri
$840K +$506K +1,107 +165%
LAS
948
LWM Advisory Services
Florida
$837K +$812K +1,774 New
SYBT
949
Stock Yards Bank & Trust
Kentucky
$836K +$181K +396 +29%
CBT
950
CoreFirst Bank & Trust
Kansas
$821K -$24.7K -54 -3%
36 37
38
39 40