We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
876
Mosaic Family Wealth
Missouri
$21K
NSB
877
Norway Savings Bank
Maine
$21K
GCM
878
Gables Capital Management
Florida
$21K +$19.4K +100 New
SMFS
879
Squar Milner Financial Services
California
$17K +$2.13K +11 +16%
TFO
880
Tarbox Family Office
California
$16K
LA
881
Legacy Advisors
Pennsylvania
$16K +$14.5K +75 New
PB
882
Pinnacle Bancorp
Nebraska
$15K
WC
883
Whitnell & Co
Illinois
$15K
GWS
884
Glassman Wealth Services
Virginia
$15K +$7.94K +41 +137%
SWP
885
Strategic Wealth Partners
Ohio
$14K
BAMG
886
Brand Asset Management Group
Missouri
$14K +$5.42K +28 +72%
BWM
887
Baystate Wealth Management
Massachusetts
$14K +$6.2K +32 +107%
GEA
888
Glen Eagle Advisors
New Jersey
$13.7K
KPW
889
Kore Private Wealth
New York
$13K +$11.8K +61 New
CGT
890
Capital Guardian Trust
California
$12K -$5.81K -30 -34%
AS
891
Altshuler Shaham
Israel
$12K +$10.7K +55 New
Capstone Investment Advisors
892
Capstone Investment Advisors
New York
$11K -$74.4K -384 -88%
OIA
893
Optimum Investment Advisors
Illinois
$11K -$3.68K -19 -28%
CI
894
CX Institutional
Indiana
$11K +$10.5K +54 New
IWP
895
Icon Wealth Partners
Texas
$10K +$9.49K +49 New
PWM
896
PRW Wealth Management
Massachusetts
$9K
WAP
897
Wealthcare Advisory Partners
Pennsylvania
$9K
OWA
898
One Wealth Advisors
California
$9K +$8.33K +43 New
SGAM
899
Smith Group Asset Management
Texas
$8K
WAS
900
WESPAC Advisors SoCal
California
$8K