We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
926
Laurel Wealth Advisors (California)
California
$775K +$14.3K +40 +2%
GC
927
Gould Capital
Washington
$774K -$2.86K -8 -0.3%
HWMA
928
Heritage Wealth Management (Arizona)
Arizona
$772K -$6.8K -19 -0.7%
ADL
929
Asset Dedication LLC
California
$762K +$34K +95 +4%
WF
930
WoodTrust Financial
Wisconsin
$760K -$81.2K -227 -8%
CAL
931
Capital Analysts LLC
Pennsylvania
$760K +$9.3K +26 +1%
SP
932
Symmetry Partners
Connecticut
$755K -$125K -348 -12%
OIA
933
OneDigital Investment Advisors
Kansas
$742K +$52.9K +148 +6%
EI
934
Ellevest Inc
New York
$740K -$22.2K -62 -2%
DWT
935
Dorsey & Whitney Trust
South Dakota
$739K +$72.3K +202 +9%
CT
936
Chicago Trust
Illinois
$738K +$10.7K +30 +1%
HW
937
Hancock Whitney
Mississippi
$734K -$808K -2,259 -48%
SWPG
938
Strategic Wealth Partners Group
Illinois
$733K +$34.3K +96 +4%
SCA
939
Spearhead Capital Advisors
Florida
$730K -$7.65M -21,388 -90%
WI
940
Wintrust Investments
Illinois
$729K -$12.2K -34 -1%
GW
941
GW & Wade
Massachusetts
$726K -$276K -772 -25%
HR
942
Howe & Rusling
New York
$720K -$42.2K -118 -5%
FNC
943
First National Corp
Massachusetts
$718K -$2.86K -8 -0.3%
TWI
944
Thomas White International
Illinois
$718K
PWM
945
Palumbo Wealth Management
New York
$718K +$2.15K +6 +0.3%
LAS
946
LWM Advisory Services
Florida
$715K +$474K +1,326 +134%
AP
947
Americana Partners
Texas
$709K +$61.2K +171 +8%
Members Trust
948
Members Trust
Florida
$699K
CF
949
Cantor Fitzgerald
New York
$693K -$358K -1,000 -31%
FFM
950
Forum Financial Management
Illinois
$693K +$32.6K +91 +4%