We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1451
Jaffetilchin Investment Partners
Florida
$212K +$5.29K +13 +2%
FOA
1452
Five Oceans Advisors
California
$212K +$210K +516 New
RDWM
1453
Red Door Wealth Management
Tennessee
$211K +$24K +59 +13%
NL
1454
NWAM LLC
Washington
$207K +$205K +504 New
APW
1455
Aurora Private Wealth
New Jersey
$205K
MIM
1456
Marco Investment Management
Georgia
$205K
HI
1457
Hendershot Investments
Virginia
$205K +$11.8K +29 +6%
IIM
1458
Ipswich Investment Management
Massachusetts
$203K +$407 +1 +0.2%
C
1459
CEDRUS
Colorado
$202K +$24.8K +61 +14%
C
1460
Covestor
United Kingdom
$202K +$72.1K +177 +56%
SAF
1461
Smith Anglin Financial
Texas
$202K +$200K +492 New
QT
1462
Quantamental Technologies
New York
$201K -$1.01M -2,469 -83%
AP
1463
Adero Partners
California
$200K +$199K +488 New
UCB
1464
United Community Bank
South Carolina
$200K +$2.04K +5 +1%
SWA
1465
SOA Wealth Advisors
New York
$198K +$163K +399 +469%
EWA
1466
EverSource Wealth Advisors
Alabama
$196K +$37.9K +93 +24%
HIIFS
1467
Harel Insurance Investments & Financial Services
Israel
$190K -$388K -952 -67%
LTI
1468
Laffer Tengler Investments
Tennessee
$190K
EMFAT
1469
Emerald Mutual Fund Advisers Trust
Pennsylvania
$188K -$20K -49 -10%
KFI
1470
Key Financial Inc
Pennsylvania
$186K +$64.4K +158 +53%
Capstone Investment Advisors
1471
Capstone Investment Advisors
New York
$179K +$178K +436 New
BCP
1472
Blue Chip Partners
Michigan
$178K
PB
1473
Pinnacle Bancorp
Nebraska
$162K +$72.9K +179 +83%
KFS
1474
Kelly Financial Services
Massachusetts
$160K -$13.4K -33 -8%
TIM
1475
Tortoise Investment Management
New York
$159K +$63.1K +155 +67%