We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1351
Fourpath Capital Management
Oklahoma
$298K +$296K +727 New
MIS
1352
Morningstar Investment Services
Illinois
$296K +$288K +708 New
CMS
1353
Capital Market Strategies
Florida
$292K
NFC
1354
Northeast Financial Consultants
Connecticut
$292K +$96.9K +238 +50%
KFP
1355
KB Financial Partners
New Jersey
$291K +$53.4K +131 +23%
CB
1356
Community Bank
New York
$290K -$79K -194 -22%
CWS
1357
Confluence Wealth Services
Pennsylvania
$290K +$224K +549 +345%
Fisher Asset Management
1358
Fisher Asset Management
Washington
$289K -$63.5K -156 -18%
WA
1359
Wealth Architects
California
$289K +$54.6K +134 +24%
RB
1360
Renasant Bank
Mississippi
$289K +$287K +704 New
DA
1361
DCM Advisors
New York
$287K -$505K -1,241 -64%
ETI
1362
Enterprise Trust & Investment
California
$287K
MRCM
1363
M&R Capital Management
New Jersey
$287K +$204K +500 +250%
TFM
1364
TFC Financial Management
Massachusetts
$284K +$281K +689 +22,967%
MC
1365
Montag & Caldwell
Georgia
$283K -$77.8K -191 -22%
AIA
1366
Avalon Investment & Advisory
Texas
$283K +$4.48K +11 +2%
EFM
1367
E Fund Management
China
$283K +$66K +162 +31%
LWMM
1368
Legacy Wealth Management (Mississippi)
Mississippi
$283K +$15.1K +37 +6%
MGIA
1369
Moneta Group Investment Advisors
Missouri
$281K +$20K +49 +8%
PP
1370
PDS Planning
Ohio
$280K +$103K +252 +59%
DBRC
1371
D.B. Root & Company
Pennsylvania
$278K +$4.48K +11 +2%
FG
1372
Fiduciary Group
Georgia
$275K +$6.11K +15 +2%
SRC
1373
Shufro Rose & Co
New York
$274K
AIA
1374
Alera Investment Advisors
Illinois
$274K +$272K +668 New
MW
1375
Marcum Wealth
Ohio
$274K +$272K +668 New