We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ASA
1051
Axxion S.A.
Luxembourg
$989K +$1.03M +2,429 New
TW
1052
ticino wealth
California
$988K +$407K +963 +66%
WA
1053
Wealth Alliance
New York
$983K -$318K -754 -24%
EAN
1054
Excelsior Advisor Network
Colorado
$980K +$1.02M +2,406 New
CWM
1055
Cooke Wealth Management
California
$977K +$169K +400 +20%
PWM
1056
Palumbo Wealth Management
New York
$973K -$28.3K -67 -3%
LFS
1057
Legacy Financial Strategies
Kansas
$971K -$1.71M -4,039 -63%
Members Trust
1058
Members Trust
Florida
$971K
EI
1059
Ellevest Inc
New York
$968K -$29.6K -70 -3%
EWM
1060
EPG Wealth Management
Georgia
$966K -$33.4K -79 -3%
BCFD
1061
Boit C.F. David
$957K +$127K +300 +15%
CCG
1062
Chatham Capital Group
Georgia
$955K -$141K -335 -13%
SCP
1063
Stevens Capital Partners
Nebraska
$952K +$29.6K +70 +3%
GA
1064
GSG Advisors
New Jersey
$951K -$23.2K -55 -2%
ASG
1065
Advisory Solutions Group
Minnesota
$951K +$986K +2,334 New
PPWP
1066
Premier Path Wealth Partners
New Jersey
$945K -$12.7K -30 -1%
CS
1067
Cannell & Spears
New York
$938K -$708K -1,676 -42%
SFP
1068
Shepherd Financial Partners
Massachusetts
$936K -$15.2K -36 -2%
AG
1069
ASO Group
$936K
RAM
1070
Ramirez Asset Management
New York
$935K -$422 -1 -0%
LIA
1071
Limestone Investment Advisors
New York
$933K +$16.9K +40 +2%
C
1072
Certuity
Florida
$931K -$33.8K -80 -3%
LWAM
1073
Legacy Wealth Asset Management
Minnesota
$925K +$11K +26 +1%
CC
1074
Chicago Capital
Illinois
$920K -$1.1M -2,608 -54%
CA
1075
Commerzbank Aktiengesellschaft
Germany
$914K -$237K -562 -20%