We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
C
1201
Certuity
Florida
$403K +$140K +356 +48%
ECM
1202
Elgethun Capital Management
South Dakota
$401K
AR
1203
Advisory Research
Illinois
$400K +$15.7K +40 +4%
ETC
1204
Exchange Traded Concepts
Oklahoma
$396K +$380K +967 +819%
SDAM
1205
Shulman DeMeo Asset Management
New York
$395K +$393 +1 +0.1%
AAS
1206
Ameritas Advisory Services
Nebraska
$393K +$425K +1,080 New
GC
1207
Gilbert & Cook
Iowa
$390K +$420K +1,069 New
CIC
1208
Carnegie Investment Counsel
Ohio
$387K +$8.65K +22 +2%
IIA
1209
ICW Investment Advisors
Arizona
$386K +$68K +173 +20%
WWP
1210
WR Wealth Planners
Missouri
$384K -$102K -259 -20%
HIA
1211
Harbor Investment Advisory
Maryland
$380K -$176K -448 -30%
AI
1212
AdvisorShares Investments
Maryland
$379K +$408K +1,038 New
CPIG
1213
Chicago Partners Investment Group
Illinois
$377K +$27.9K +71 +7%
EA
1214
Emerald Advisers
Pennsylvania
$376K -$6.29K -16 -2%
CB
1215
Community Bank
New York
$375K
RSS
1216
Rosenblum Silverman Sutton
California
$374K
WMA
1217
West Michigan Advisors
Michigan
$372K -$4.72K -12 -1%
CPW
1218
Crestmont Private Wealth
Texas
$372K -$114K -291 -22%
PWA
1219
Provenance Wealth Advisors
Florida
$371K +$399K +1,014 New
SF
1220
Symphony Financial
Texas
$370K -$36.6K -93 -8%
PA
1221
Procyon Advisors
Connecticut
$369K +$166K +423 +72%
HL
1222
HeadInvest LLC
Maine
$367K
ACM
1223
Ayrshire Capital Management
Connecticut
$367K +$1.57K +4 +0.4%
LFM
1224
LGT Fund Management
Liechtenstein
$367K
EFMC
1225
Empire Financial Management Company
New York
$365K +$8.65K +22 +2%