We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
951
Avalon Investment & Advisory
Texas
$817K +$834K +2,370 New
WP
952
Westmount Partners
California
$814K +$1.41K +4 +0.2%
PWM
953
Palumbo Wealth Management
New York
$808K +$2.11K +6 +0.3%
FFM
954
Forum Financial Management
Illinois
$803K +$12.3K +35 +2%
SPC
955
Sigma Planning Corp
Michigan
$802K +$240K +681 +41%
IA
956
IFP Advisors
Florida
$800K -$735K -2,089 -30%
RWA
957
Ropes Wealth Advisors
Massachusetts
$797K -$124K -351 -13%
FNC
958
First National Corp
Massachusetts
$796K – – –
WF
959
WoodTrust Financial
Wisconsin
$796K – – –
SAG
960
SageView Advisory Group
California
$794K +$494K +1,405 +157%
PI
961
PFS Investments
Georgia
$789K +$38K +108 +5%
UAS
962
United Asset Strategies
New York
$788K -$59.1K -168 -7%
ACM
963
Acrisure Capital Management
Texas
$787K +$428K +1,215 +114%
RPC
964
Rossmore Private Capital
Connecticut
$786K -$65.1K -185 -8%
FIM
965
Freedom Investment Management
Connecticut
$784K -$2.52M -7,167 -76%
TAM
966
Trillium Asset Management
Massachusetts
$784K – – –
HR
967
Howe & Rusling
New York
$784K -$11.6K -33 -1%
KCM
968
Kendall Capital Management
Maryland
$781K -$72.1K -205 -8%
GW
969
GW & Wade
Massachusetts
$780K -$18.7K -53 -2%
HW
970
Hancock Whitney
Mississippi
$778K -$24.6K -70 -3%
CI
971
Conning Inc
Connecticut
$777K -$112K -318 -12%
AWP
972
Accretive Wealth Partners
New Jersey
$773K +$15.8K +45 +2%
CW
973
Channel Wealth
California
$769K +$785K +2,231 New
CT
974
Chicago Trust
Illinois
$761K – – –
AMCA
975
Arthur M. Cohen & Associates
Illinois
$756K – – –
37 38
39
40 41