We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
901
Valeo Financial Advisors
Indiana
$2.24M -$76.6K -143 -3%
SBFM
902
S-Bank Fund Management
Finland
$2.23M -$31.6K -59 -1%
MIA
903
MMBG Investment Advisors
Florida
$2.23M – – –
IWA
904
Icon Wealth Advisors
Texas
$2.22M -$16.6K -31 -0.7%
CCG
905
Cypress Capital Group
Florida
$2.2M -$164K -307 -6%
CWP
906
Cyndeo Wealth Partners
Florida
$2.19M -$222K -414 -8%
PI
907
PFG Investments
New York
$2.19M – – –
CWM
908
Cordatus Wealth Management
Pennsylvania
$2.18M -$30K -56 -1%
QI
909
Qtron Investments
Massachusetts
$2.18M -$311K -581 -11%
GLR
910
Great Lakes Retirement
Ohio
$2.17M +$34.8K +65 +1%
BIG
911
Brooklyn Investment Group
New York
$2.16M -$87.3K -163 -3%
KJHP
912
K.J. Harrison & Partners
Ontario, Canada
$2.16M – – –
WF
913
Welch & Forbes
Massachusetts
$2.16M +$1.78M +3,317 +297%
SEEDPG
914
S.E.E.D. Planning Group
New York
$2.15M +$914K +1,706 +63%
GXJ
915
Global X Japan
Japan
$2.15M +$1.66M +3,095 +236%
FCM
916
Fieldview Capital Management
Michigan
$2.14M +$2.36M +4,400 New
VCM
917
Voleon Capital Management
California
$2.12M -$1.07M -1,991 -31%
LA
918
LVW Advisors
New York
$2.11M +$45.5K +85 +2%
PCG
919
Prosperity Consulting Group
Maryland
$2.11M -$522K -974 -18%
RB
920
Rodgers Brothers
Pennsylvania
$2.1M – – –
DCM
921
Decatur Capital Management
Georgia
$2.09M – – –
PA
922
Profund Advisors
Maryland
$2.09M +$187K +350 +9%
VAS
923
Vestmark Advisory Solutions
Massachusetts
$2.09M +$1.24M +2,318 +118%
ECM
924
Evergreen Capital Management
Washington
$2.04M +$234K +437 +12%
ICM
925
IMS Capital Management
Oregon
$2.03M -$26.2K -49 -1%
35 36
37
38 39