We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
DI
1901
DAGCO Inc
Ohio
$56.4K – – –
FWM
1902
FSA Wealth Management
Massachusetts
$55.4K – – –
NMG
1903
New Millennium Group
Utah
$54.8K – – –
MIFH
1904
Migdal Insurance & Financial Holdings
Israel
$54K +$36.4K +73 +243%
BSB
1905
Bangor Savings Bank
Maine
$53.3K -$998 -2 -2%
KSWA
1906
Kathleen S. Wright Associates
Pennsylvania
$53.1K – – –
CB
1907
Centennial Bank
Arkansas
$52.7K – – –
GWSG
1908
GPS Wealth Strategies Group
Colorado
$51.7K +$1.5K +3 +3%
CIAS
1909
CBIZ Investment Advisory Services
Ohio
$51.2K +$18K +36 +59%
WBC
1910
West Branch Capital
Massachusetts
$50.1K – – –
TC
1911
Truvestments Capital
Florida
$48K -$2.99K -6 -6%
FGA
1912
Fortis Group Advisors
New Jersey
$47.5K – – –
HT
1913
Headlands Technologies
Illinois
$47.5K +$44.9K +90 New
ABWM
1914
Alpine Bank Wealth Management
Colorado
$46.9K +$12K +24 +37%
LC
1915
Lavaca Capital
Texas
$45.9K – – –
ME
1916
McIlrath & Eck
Washington
$45.9K – – –
DF
1917
Dunhill Financial
United Kingdom
$44.8K +$2K +4 +5%
CI
1918
Clal Insurance
Israel
$44K -$2K -4 -5%
S
1919
Sachetta
Massachusetts
$42.2K +$11K +22 +38%
RI
1920
Ridgewood Investments
New Jersey
$42.2K – – –
WIM
1921
Westside Investment Management
California
$41.8K +$33.4K +67 +558%
SIS
1922
Sound Income Strategies
Florida
$41.6K +$3.49K +7 +10%
GEA
1923
Glen Eagle Advisors
New Jersey
$39.5K – – –
CAWM
1924
Capital A Wealth Management
Pennsylvania
$38.8K -$507K -1,015 -92%
SC
1925
Solstein Capital
California
$38.5K +$36.4K +73 New