We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
976
Connecticut Capital Management Group
Connecticut
$1.8M +$1.7M +3,440 New
BTW
977
Boston Trust Walden
Massachusetts
$1.78M -$7.42K -15 -0.4%
SWM
978
Sandro Wealth Management
New Jersey
$1.77M +$1.68M +3,395 New
PA
979
Profund Advisors
Maryland
$1.77M -$448K -906 -21%
MAM
980
Madison Asset Management
Wisconsin
$1.77M -$217K -438 -11%
AWM
981
Axxcess Wealth Management
California
$1.76M +$1.18M +2,383 +242%
GKIM
982
GW&K Investment Management
Massachusetts
$1.76M -$22.8K -46 -1%
AIM
983
Anchor Investment Management
South Carolina
$1.74M -$661K -1,335 -29%
FFM
984
Forum Financial Management
Illinois
$1.74M -$2.47K -5 -0.1%
CWMK
985
Caliber Wealth Management (Kansas)
Kansas
$1.74M +$50K +101 +3%
UAS
986
United Asset Strategies
New York
$1.74M +$25.2K +51 +2%
TAM
987
Tealwood Asset Management
Minnesota
$1.74M -$8.41K -17 -0.5%
DL
988
Dockside LLC
New York
$1.73M +$1.64M +3,317 New
SFCL
989
Strengthening Families & Communities LLC
Massachusetts
$1.73M +$183K +369 +13%
BFM
990
Brooklands Fund Management
United Kingdom
$1.73M +$1.62M +3,280 New
GCM
991
Geneva Capital Management
Wisconsin
$1.72M -$17.3K -35 -1%
Kovitz Investment Group Partners
992
Kovitz Investment Group Partners
Illinois
$1.72M -$6.05M -12,222 -79%
GFP
993
Gryphon Financial Partners
Ohio
$1.71M +$109K +221 +7%
GLR
994
Great Lakes Retirement
Ohio
$1.71M -$588K -1,189 -27%
NAM
995
NorthCrest Asset Manangement
Minnesota
$1.7M +$22.8K +46 +1%
CA
996
Commerzbank Aktiengesellschaft
Germany
$1.7M +$58.9K +119 +4%
DWT
997
Dorsey & Whitney Trust
South Dakota
$1.69M +$7.92K +16 +0.5%
SWM
998
Silverlake Wealth Management
Vermont
$1.69M +$2.47K +5 +0.2%
SWP
999
Strategic Wealth Partners
Ohio
$1.68M -$125K -253 -7%
SCP
1000
Stamos Capital Partners
California
$1.68M +$988K +1,997 +165%