We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EMG
951
ETF Managers Group
New Jersey
$316K -$109K -361 -27%
MCG
952
MACRO Consulting Group
New Jersey
$316K
AI
953
Atom Investors
Texas
$313K -$568K -1,888 -67%
FBT
954
First Bankers Trust
Kentucky
$313K +$285K +949 New
HIA
955
Harbor Investment Advisory
Maryland
$311K -$39.1K -130 -12%
WJWM
956
Williams Jones Wealth Management
New York
$310K +$6.62K +22 +2%
OPS
957
Orion Portfolio Solutions
Nebraska
$310K +$118K +393 +72%
ECM
958
Evergreen Capital Management
Washington
$308K +$11.4K +38 +4%
MWM
959
Meridian Wealth Management
Kentucky
$307K -$1.5K -5 -0.5%
FAM
960
Fulcrum Asset Management
United Kingdom
$307K +$348K +1,157 New
BDWM
961
Brewin Dolphin Wealth Management
Ireland
$306K +$39.1K +130 +16%
EHC
962
Everett Harris & Co
California
$306K +$280K +930 New
CCM
963
Compton Capital Management
Rhode Island
$303K
DWM
964
Dorchester Wealth Management
Quebec, Canada
$297K
ADL
965
Asset Dedication LLC
California
$297K +$63.4K +211 +31%
CFG
966
Cooper Financial Group
California
$297K +$271K +902 New
PFA
967
Plotkin Financial Advisors
Maryland
$297K
CB
968
Cadence Bank
Mississippi
$295K -$601 -2 -0.2%
PWP
969
Principle Wealth Partners
Connecticut
$295K
AC
970
Alexandria Capital
Virginia
$293K
PJSIMP
971
P.J. Schmidt Investment Management (PJS)
Wisconsin
$291K +$13.2K +44 +5%
IIC
972
Ironwood Investment Counsel
Arizona
$289K -$520K -1,729 -66%
Fisher Asset Management
973
Fisher Asset Management
Washington
$289K -$29.5K -98 -10%
HPWM
974
Highland Private Wealth Management
Washington
$289K +$12.9K +43 +5%
LWMM
975
Legacy Wealth Management (Mississippi)
Mississippi
$288K