We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1401
L2 Asset Management
Massachusetts
$249K +$247K +607 New
GAM
1402
Gould Asset Management
California
$247K +$2.04K +5 +0.8%
A
1403
Astrantus
Cyprus
$246K +$244K +600 New
HCMG
1404
Howard Capital Management Group
California
$245K
EWM
1405
Endurance Wealth Management
Rhode Island
$245K +$215K +529 +778%
MCC
1406
Money Concepts Capital
Florida
$245K +$243K +597 New
CMP
1407
Courage Miller Partners
Virginia
$244K
AI
1408
Alphabet Inc
California
$243K
TCOT
1409
Trust Company of Toledo
Ohio
$242K -$4.48K -11 -2%
GWM
1410
Gitterman Wealth Management
New Jersey
$242K +$240K +589 New
OMC
1411
Old Mission Capital
Illinois
$242K +$241K +591 New
BCM
1412
Buckhead Capital Management
Georgia
$240K -$42.8K -105 -15%
PWS
1413
Peterson Wealth Services
Utah
$240K +$239K +586 New
AWP
1414
Ascent Wealth Partners
New York
$239K -$10.6K -26 -4%
OL
1415
Optas LLC
Texas
$237K +$236K +579 New
AFWM
1416
AMJ Financial Wealth Management
Virginia
$236K
ACA
1417
Affinity Capital Advisors
California
$235K -$27.7K -68 -11%
IWN
1418
Independent Wealth Network
Iowa
$235K +$6.52K +16 +3%
KCPG
1419
Kavar Capital Partners Group
Kansas
$234K
W
1420
Wealthquest
Ohio
$234K
Acadian Asset Management
1421
Acadian Asset Management
Massachusetts
$232K -$71.3K -175 -24%
BFO
1422
Biltmore Family Office
North Carolina
$231K +$229K +563 New
TCWM
1423
Total Clarity Wealth Management
Illinois
$231K +$229K +563 New
HHGA
1424
Halbert Hargrove Global Advisors
California
$230K +$40.3K +99 +21%
CFO
1425
CVA Family Office
Colorado
$230K +$102K +250 +80%