We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
1601
Advanced Research Investment Solutions
California
$12K +$12.2K +30 New
IAS
1602
IMA Advisory Services
Colorado
$11K
GKIM
1603
GW&K Investment Management
Massachusetts
$11K +$11K +27 New
FA
1604
Fortis Advisors
Pennsylvania
$10K
NIC
1605
Northwest Investment Counselors
Oregon
$10K +$2.85K +7 +41%
SIS
1606
Sound Income Strategies
Florida
$10K +$10.2K +25 New
UIA
1607
Ulland Investment Advisors
Minnesota
$10K +$10.2K +25 New
APW
1608
Acima Private Wealth
Virginia
$9K
CI
1609
Cordant Inc
Oregon
$9K +$9.37K +23 New
SLWA
1610
San Luis Wealth Advisors
California
$8K +$6.52K +16 New
Kayne Anderson Rudnick Investment Management
1611
Kayne Anderson Rudnick Investment Management
California
$7K
SCA
1612
Stonebridge Capital Advisors
Minnesota
$7K +$6.92K +17 New
UFF
1613
USA Financial Formulas
Michigan
$6K -$66K -162 -92%
GI
1614
Gradient Investments
Minnesota
$6K
HWM
1615
HighMark Wealth Management
Minnesota
$6K +$5.7K +14 New
FCA
1616
FinTrust Capital Advisors
South Carolina
$5K -$46.4K -114 -90%
SC
1617
Schubert & Co
Texas
$5K -$815 -2 -13%
HDIM
1618
Hanson & Doremus Investment Management
Vermont
$5K
DI
1619
Disciplined Investments
Oklahoma
$5K +$4.89K +12 New
APC
1620
Aspire Private Capital
North Carolina
$5K +$5.29K +13 New
WAM
1621
Worth Asset Management
Texas
$5K +$6.11K +15 New
RIM
1622
Rockbridge Investment Management
New York
$4.08K -$57K -140 -93%
GLLW
1623
Graves Light Lenhart Wealth
Virginia
$4K
S
1624
Surevest
California
$4K +$815 +2 +29%
BCMLT
1625
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K +$3.67K +9 New