We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CL
1101
CVFG LLC
Indiana
$1.11M -$40.4K -79 -3%
MPW
1102
Monterey Private Wealth
California
$1.1M +$2.04K +4 +0.2%
Members Trust
1103
Members Trust
Florida
$1.1M +$511 +1 +0%
MC
1104
Moors & Cabot
Massachusetts
$1.1M -$79.2K -155 -7%
LC
1105
Lincoln Capital
Nebraska
$1.1M +$9.71K +19 +0.8%
PDL
1106
Portfolio Design Labs
California
$1.1M -$1.38M -2,706 -56%
WS
1107
Wedbush Securities
California
$1.09M -$91K -178 -8%
GJWM
1108
Gilliland Jeter Wealth Management
Arkansas
$1.09M -$142K -278 -11%
VIG
1109
Vienna Insurance Group
Poland
$1.09M -$140K -274 -11%
FA
1110
Faithward Advisors
Pennsylvania
$1.09M -$82.3K -161 -7%
GSEP
1111
Golden State Equity Partners
California
$1.08M -$92K -180 -8%
BWM
1112
Baron Wealth Management
Michigan
$1.08M +$45K +88 +4%
FI
1113
Finivi Inc
Massachusetts
$1.08M +$89.4K +175 +9%
PK
1114
Pflug Koory
Nebraska
$1.07M -$5.11K -10 -0.5%
SP
1115
Stonebrook Private
Michigan
$1.07M +$15.3K +30 +1%
SEEDPG
1116
S.E.E.D. Planning Group
New York
$1.06M +$592K +1,159 +126%
RCAG
1117
Rehmann Capital Advisory Group
Michigan
$1.06M +$1.02K +2 +0.1%
KHCM
1118
Kirtland Hills Capital Management
Ohio
$1.05M +$50.6K +99 +5%
TI
1119
Trexquant Investment
Connecticut
$1.04M +$1.05M +2,053 New
MCA
1120
Magnolia Capital Advisors
Mississippi
$1.04M +$54.7K +107 +6%
PJSIMP
1121
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.04M -$13.3K -26 -1%
BFA
1122
Beaumont Financial Advisors
Massachusetts
$1.04M +$10.7K +21 +1%
EWM
1123
EPG Wealth Management
Georgia
$1.03M +$100K +196 +11%
ITFISA
1124
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.02M +$255K +500 +33%
PMA
1125
Prudent Man Advisors
Illinois
$1.01M +$25K +49 +3%