We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1351
Cedar Brook Financial Partners
Ohio
$244K -$22.3K -61 -9%
LOAMU
1352
Lombard Odier Asset Management (USA)
New York
$243K -$219K -600 -50%
VC
1353
Vicus Capital
Pennsylvania
$243K -$24.8K -68 -10%
TBC
1354
Ted Buchan & Co
California
$242K +$221K +604 New
FCB
1355
First Command Bank
Texas
$241K
FCFS
1356
First Command Financial Services
Texas
$241K
JF
1357
Jump Financial
Illinois
$241K -$653K -1,787 -75%
SQA
1358
Simon Quick Advisors
New Jersey
$240K +$218K +598 New
CMP
1359
Courage Miller Partners
Virginia
$239K
MRWM
1360
ML&R Wealth Management
Texas
$238K
PA
1361
Procyon Advisors
Connecticut
$235K +$214K +587 New
4WM
1362
44 Wealth Management
Oregon
$235K +$731 +2 +0.3%
FMWA
1363
Forvis Mazars Wealth Advisors
Missouri
$234K +$213K +584 New
CIP
1364
Convergence Investment Partners
Florida
$234K -$4.75K -13 -2%
EWM
1365
Endurance Wealth Management
Rhode Island
$234K -$4.75K -13 -2%
ACA
1366
Affinity Capital Advisors
California
$231K +$211K +577 New
AFWM
1367
AMJ Financial Wealth Management
Virginia
$231K +$210K +576 New
PCIA
1368
Prime Capital Investment Advisors
Kansas
$230K +$209K +573 New
NL
1369
NWAM LLC
Washington
$229K +$209K +571 New
HCMG
1370
Howard Capital Management Group
California
$228K -$9.87K -27 -5%
JMFC
1371
J.M. Forbes & Co
Massachusetts
$228K +$208K +569 New
GFG
1372
Goldstone Financial Group
Illinois
$227K +$207K +567 New
T
1373
TRUADVICE
Florida
$227K -$25.2K -69 -11%
Acadian Asset Management
1374
Acadian Asset Management
Massachusetts
$227K
DPI
1375
Diversified Portfolios Inc
Michigan
$227K +$207K +566 New