We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2051
American Capital Advisory
Idaho
$2.11K -$499 -1 -20%
CWM
2052
Cedar Wealth Management
California
$2.11K – – –
MSFP
2053
Mark Sheptoff Financial Planning
Connecticut
$2.11K +$2K +4 New
PWM
2054
Proathlete Wealth Management
Florida
$2.11K +$2K +4 New
TIM
2055
Total Investment Management
Arizona
$2.11K +$2K +4 New
SC
2056
Sawyer & Company
Massachusetts
$2.04K +$2.5K +5 New
DF
2057
DecisionPoint Financial
Arizona
$1.59K +$1.5K +3 New
RS
2058
Rakuten Securities
Japan
$1.58K -$19K -38 -93%
KB
2059
Kimelman & Baird
New York
$1.58K – – –
IAS
2060
IMA Advisory Services
Colorado
$1.58K +$1.5K +3 New
CTWM
2061
Cherry Tree Wealth Management
Minnesota
$1.32K -$25.5K -51 -94%
WTFG
2062
Wood Tarver Financial Group
Idaho
$1K – – –
PEAK6
2063
PEAK6
Illinois
$975 – – –
CIA
2064
Cape Investment Advisory
Georgia
$527 – – –
RJA
2065
Ross\Johnson & Associates
Minnesota
$527 – – –
WPA
2066
Wealth Preservation Advisors
Tennessee
$527 – – –
TFA
2067
Transamerica Financial Advisors
Florida
$389 -$499 -1 -50%
Voloridge Investment Management
2068
Voloridge Investment Management
Florida
– -$102M -200,299 Closed
Westfield Capital Management
2069
Westfield Capital Management
Massachusetts
– -$76.9M -151,399 Closed
N
2070
Natixis
France
– -$46.7M -93,055 Closed
CF
2071
Corebridge Financial
Texas
– -$43M -84,589 Closed
ADEF
2072
Adams Diversified Equity Fund
Maryland
– -$25.9M -51,000 Closed
AIM
2073
Artemis Investment Management
United Kingdom
– -$22.5M -44,373 Closed
DSAM
2074
Dock Street Asset Management
Florida
– -$14.5M -28,462 Closed
IMC Chicago
2075
IMC Chicago
Illinois
– -$14.1M -28,164 Closed