We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1051
Waverton Investment Management
United Kingdom
$1.14M -$1.36M -2,755 -56%
CAMG
1052
CWA Asset Management Group
Florida
$1.13M +$1.08M +2,188 New
LC
1053
Lindbrook Capital
California
$1.13M +$27.2K +55 +3%
EFG
1054
Everhart Financial Group
Ohio
$1.12M +$194K +391 +22%
MPW
1055
Monterey Private Wealth
California
$1.12M +$1.49K +3 +0.1%
Members Trust
1056
Members Trust
Florida
$1.12M -$1.49K -3 -0.1%
FG
1057
Foster Group
Iowa
$1.12M -$38.1K -77 -3%
KA
1058
Kerrisdale Advisers
Florida
$1.12M -$4.62M -9,343 -81%
IBOK
1059
Independence Bank of Kentucky
Kentucky
$1.11M +$2.97K +6 +0.3%
SW
1060
SlateStone Wealth
Florida
$1.11M -$2.47K -5 -0.2%
PA
1061
Pinnacle Associates
New York
$1.11M +$91.1K +184 +8%
BC
1062
Bridgefront Capital
Texas
$1.11M +$1.06M +2,143 New
NWM
1063
Napa Wealth Management
California
$1.1M +$1.05M +2,131 New
PJSIMP
1064
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.09M -$27.2K -55 -3%
PK
1065
Pflug Koory
Nebraska
$1.09M +$1.05M +2,118 New
DFCM
1066
Dark Forest Capital Management
Puerto Rico
$1.09M +$455K +920 +77%
KHCM
1067
Kirtland Hills Capital Management
Ohio
$1.09M +$1.98K +4 +0.2%
SC
1068
Skylands Capital
Wisconsin
$1.09M -$772K -1,560 -42%
AAF
1069
Andra AP-fonden
Sweden
$1.09M -$297K -600 -22%
GL
1070
Graypoint LLC
New York
$1.09M +$149K +301 +17%
CFFP
1071
Center for Financial Planning
Michigan
$1.09M – – –
RCAG
1072
Rehmann Capital Advisory Group
Michigan
$1.08M -$27.7K -56 -3%
AWA
1073
Arkadios Wealth Advisors
Georgia
$1.08M +$182K +367 +21%
DTC
1074
Davidson Trust Company
Washington
$1.08M +$104K +210 +11%
CT
1075
Colonial Trust
South Carolina
$1.07M -$81.7K -165 -7%