We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1501
Oakworth Capital
Alabama
$10K
OIA
1502
Optimum Investment Advisors
Illinois
$10K
RG
1503
Retirement Group
California
$10K
TCWA
1504
Ten Capital Wealth Advisors
Washington
$10K
TSW
1505
Thompson Siegel & Walmsley
Virginia
$10K
TFA
1506
Toth Financial Advisory
Virginia
$10K
CCM
1507
Chilton Capital Management
Texas
$10K +$10.3K +29 New
LF
1508
Lee Financial
Texas
$10K +$10.3K +29 New
HI
1509
Harbour Investments
Wisconsin
$10K +$10.7K +30 New
TSWM
1510
Tyler-Stone Wealth Management
Ohio
$10K +$10.7K +30 New
IAS
1511
IMA Advisory Services
Colorado
$9K
CP
1512
Castleview Partners
Texas
$8.96K -$108K -302 -92%
FA
1513
Fortis Advisors
Pennsylvania
$8K
NIC
1514
Northwest Investment Counselors
Oregon
$8K
SIS
1515
Sound Income Strategies
Florida
$8K
APW
1516
Acima Private Wealth
Virginia
$7.42K
SC
1517
Sierra Capital
Florida
$7K -$9.27K -26 -55%
SCA
1518
Stonebridge Capital Advisors
Minnesota
$6K
UFF
1519
USA Financial Formulas
Michigan
$6K +$1.07K +3 +20%
Kayne Anderson Rudnick Investment Management
1520
Kayne Anderson Rudnick Investment Management
California
$5K
WAM
1521
Worth Asset Management
Texas
$5K
DI
1522
Disciplined Investments
Oklahoma
$5K +$1.07K +3 +25%
SC
1523
Schubert & Co
Texas
$5K +$1.07K +3 +23%
CWM
1524
Castle Wealth Management
Florida
$5K +$4.99K +14 New
FBC
1525
Fairfield, Bush & Co
Connecticut
$5K +$5.35K +15 New