We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
901
Flagship Harbor Advisors
Massachusetts
$1.96M +$72.6K +143 +4%
PA
902
Pinnacle Associates
New York
$1.95M +$714K +1,408 +56%
NFG
903
Nations Financial Group
Iowa
$1.95M +$31.5K +62 +2%
CAM
904
Cozad Asset Management
Illinois
$1.95M +$2.54K +5 +0.1%
JF
905
Jump Financial
Illinois
$1.92M +$901K +1,776 +85%
LCWM
906
Legacy Capital Wealth Management
Texas
$1.92M +$1.96M +3,855 New
SWM
907
Silverlake Wealth Management
Vermont
$1.91M -$1.01K -2 -0.1%
CP
908
CenterBook Partners
Connecticut
$1.91M +$979K +1,930 +101%
QI
909
Qtron Investments
Massachusetts
$1.91M – – –
TAM
910
Trust Asset Management
Texas
$1.9M – – –
GIA
911
Guyasuta Investment Advisors
Pennsylvania
$1.9M +$8.12K +16 +0.4%
WP
912
WealthPLAN Partners
Nebraska
$1.9M -$483K -951 -20%
HPIA
913
Hamilton Point Investment Advisors
North Carolina
$1.9M +$4.06K +8 +0.2%
CIG
914
Cullen Investment Group
Louisiana
$1.9M +$33K +65 +2%
PTC
915
Private Trust Company
Ohio
$1.87M +$21.8K +43 +1%
JSSH
916
J. Safra Sarasin Holding
$1.86M +$1.07M +2,117 +130%
WHG
917
Westwood Holdings Group
Texas
$1.86M +$1.26M +2,488 +199%
AWMT
918
AAFMAA Wealth Management & Trust
North Carolina
$1.85M +$69.5K +137 +4%
WC
919
Waterloo Capital
Texas
$1.85M +$216K +425 +13%
AI
920
AXS Investments
New York
$1.85M +$60.4K +119 +3%
SIA
921
Schechter Investment Advisors
Michigan
$1.84M -$105K -206 -5%
TW
922
Transform Wealth
Colorado
$1.84M +$55.8K +110 +3%
SCM
923
Stevens Capital Management
Pennsylvania
$1.84M -$620K -1,222 -25%
SAM
924
Smartleaf Asset Management
Massachusetts
$1.83M +$275K +541 +17%
OWP
925
Obermeyer Wealth Partners
Colorado
$1.83M +$1.12M +2,202 +151%
35 36
37
38 39