We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
676
Independent Advisor Alliance
North Carolina
$637K -$35.2K -141 -5%
SPC
677
Sigma Planning Corp
Michigan
$637K +$250K +1,000 +62%
IWC
678
Integrated Wealth Concepts
Massachusetts
$637K +$650K +2,602 New
NA
679
NewEdge Advisors
Louisiana
$634K +$374K +1,496 +138%
BFA
680
Brendel Financial Advisors
New Hampshire
$630K +$279K +1,117 +77%
APA
681
American Portfolios Advisors
New York
$624K +$257K +1,027 +68%
PC
682
PA Capital
Virginia
$622K -$342K -1,368 -35%
CC
683
Cedar Capital
Illinois
$621K +$633K +2,533 New
BAM
684
Belpointe Asset Management
Nevada
$620K -$2.5K -10 -0.4%
BFA
685
Beaumont Financial Advisors
Massachusetts
$618K +$6.25K +25 +1%
BFC
686
Blue Fin Capital
Rhode Island
$612K +$60K +240 +11%
CG
687
Caprock Group
Idaho
$607K +$90.2K +361 +17%
CG
688
Colony Group
Massachusetts
$605K – – –
SFS
689
Sowell Financial Services
Arkansas
$604K +$616K +2,464 New
CGL
690
Clarius Group LLC
Washington
$601K +$38.5K +154 +7%
FA
691
FMA Advisory
Pennsylvania
$598K +$500 +2 +0.1%
JLBC
692
J.L. Bainbridge & Co
Florida
$590K +$750 +3 +0.1%
BFS
693
Bradley Foster & Sargent
Connecticut
$585K – – –
WS
694
Wedbush Securities
California
$584K -$1.25K -5 -0.2%
CAM
695
Close Asset Management
United Kingdom
$580K – – –
RCAG
696
Rehmann Capital Advisory Group
Michigan
$579K +$8K +32 +1%
ACI
697
Alpha Cubed Investments
California
$563K – – –
MAFM
698
Mid Atlantic Financial Management
Pennsylvania
$550K -$78.5K -314 -12%
SFSIG
699
San Francisco Sentry Investment Group
California
$549K +$20K +80 +4%
WB
700
WesBanco Bank
West Virginia
$549K +$560K +2,240 New
26 27
28
29 30