We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WA
951
Wealth Alliance
New York
$771K +$7.13K +20 +0.9%
OIA
952
OneDigital Investment Advisors
Kansas
$769K +$35.6K +100 +5%
CB
953
Cadence Bank
Mississippi
$765K -$34.6K -97 -4%
SCM
954
Shelton Capital Management
Colorado
$762K
FCM
955
Fortis Capital Management
Washington
$759K -$3.52M -9,874 -81%
GWA
956
GGM Wealth Advisors
Maryland
$757K
SFP
957
Shepherd Financial Partners
Massachusetts
$753K -$345K -968 -30%
SWP
958
Strategic Wealth Partners
Ohio
$750K +$309K +867 +64%
DWT
959
Dorsey & Whitney Trust
South Dakota
$748K -$17.1K -48 -2%
SFA
960
Sequoia Financial Advisors
Ohio
$744K +$18.9K +53 +2%
MOS
961
MGO One Seven
Ohio
$741K -$16.4K -46 -2%
RCA
962
Resonant Capital Advisors
Wisconsin
$737K -$21.4K -60 -3%
HBT
963
Heartland Bank & Trust
Illinois
$736K +$7.84K +22 +1%
AP
964
Appleton Partners
Massachusetts
$735K -$39.9K -112 -5%
RA
965
RiverPark Advisors
New York
$735K
SB
966
Sunflower Bank
Texas
$734K -$33.2K -93 -4%
FFM
967
Forum Financial Management
Illinois
$734K +$59.9K +168 +8%
Nomura Holdings
968
Nomura Holdings
Japan
$732K -$4.76M -13,354 -86%
CFFP
969
Center for Financial Planning
Michigan
$732K +$4.63K +13 +0.6%
HH
970
Hilltop Holdings
Texas
$731K -$4.99K -14 -0.6%
GDP
971
Great Diamond Partners
Maine
$731K +$8.91K +25 +1%
PFG
972
PAX Financial Group
Texas
$729K -$713 -2 -0.1%
TAM
973
Trillium Asset Management
Massachusetts
$729K
LCM
974
Lattice Capital Management
Washington
$727K +$1.78K +5 +0.2%
AWP
975
Accretive Wealth Partners
New Jersey
$726K -$74.5K -209 -9%