We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
1576
Country Trust Bank
Illinois
$142K – – –
CP
1577
Castleview Partners
Texas
$141K -$789 -2 -0.6%
IWA
1578
Icon Wealth Advisors
Texas
$140K +$125K +317 New
RFA
1579
Resurgent Financial Advisors
Georgia
$140K +$20.9K +53 +20%
TIM
1580
Tortoise Investment Management
New York
$138K – – –
HFM
1581
Harvest Fund Management
China
$134K – – –
HWM
1582
HighMark Wealth Management
Minnesota
$132K – – –
CT
1583
Caldwell Trust
Florida
$130K -$29.2K -74 -20%
FFA
1584
Fairfield Financial Advisors
Massachusetts
$130K – – –
VCM
1585
Versant Capital Management
Arizona
$130K +$1.58K +4 +1%
BGAI
1586
Bruce G. Allen Investments
Colorado
$125K +$112K +284 New
KLWA
1587
Kelly Lawrence W & Associates
California
$125K – – –
TCWA
1588
Turtle Creek Wealth Advisors
Texas
$124K +$111K +282 New
DFA
1589
DHJJ Financial Advisors
Illinois
$124K – – –
TF
1590
Tompkins Financial
New York
$123K – – –
SWM
1591
Sugarloaf Wealth Management
Georgia
$118K +$15K +38 +17%
HIIFS
1592
Harel Insurance Investments & Financial Services
Israel
$116K – – –
RA
1593
Rational Advisors
New York
$112K -$153K -388 -60%
AWM
1594
Avior Wealth Management
Nebraska
$111K -$36.3K -92 -27%
WB
1595
Webster Bank
Connecticut
$110K – – –
A
1596
AJOVista
Massachusetts
$108K +$97.1K +246 New
HI
1597
Harbour Investments
Wisconsin
$107K +$62.4K +158 +184%
WPA
1598
West Paces Advisors
Georgia
$104K +$3.16K +8 +4%
AGWCA
1599
Annis Gardner Whiting Capital Advisors
Florida
$103K – – –
AA
1600
Ancora Advisors
Ohio
$102K – – –