We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
976
Flagship Harbor Advisors
Massachusetts
$1.32M +$90K +213 +7%
SWM
977
Silverlake Wealth Management
Vermont
$1.31M – – –
SRA
978
Secured Retirement Advisors
Minnesota
$1.31M +$1.44M +3,399 New
DWP
979
Daymark Wealth Partners
Ohio
$1.3M +$35.5K +84 +3%
CWM
980
Calamos Wealth Management
Illinois
$1.3M -$8M -18,937 -86%
N
981
Numerai
California
$1.3M +$639K +1,514 +91%
YIA
982
YHB Investment Advisors
Connecticut
$1.29M +$804K +1,903 +152%
CL
983
CVFG LLC
Indiana
$1.29M -$130K -309 -9%
SCI
984
Stableford Capital II
Arizona
$1.29M -$9.29K -22 -0.7%
BCM
985
Brasada Capital Management
Texas
$1.28M -$122K -288 -8%
KPPF
986
Klein Pavlis & Peasley Financial
California
$1.28M +$206K +487 +18%
CT
987
ClearAlpha Technologies
Connecticut
$1.28M +$647K +1,531 +95%
RS
988
R Squared
Hong Kong
$1.27M +$477K +1,129 +56%
CCG
989
Cypress Capital Group
Florida
$1.26M -$323K -766 -20%
SGI
990
Swan Global Investments
Colorado
$1.26M +$1.3M +3,086 New
PAM
991
Panagora Asset Management
Massachusetts
$1.26M -$518K -1,226 -28%
GLR
992
Great Lakes Retirement
Ohio
$1.24M -$38.9K -92 -3%
CI
993
Cooper Investors
Australia
$1.24M – – –
SFCL
994
Strengthening Families & Communities LLC
Massachusetts
$1.24M +$103K +243 +9%
CIM
995
Cambria Investment Management
California
$1.23M +$605K +1,433 +91%
TPCW
996
TD Private Client Wealth
New York
$1.23M +$108K +255 +9%
SOAM
997
SBI Okasan Asset Management
Japan
$1.23M – – –
BTW
998
Boston Trust Walden
Massachusetts
$1.22M -$174K -411 -12%
MO
999
McMillan Office
Michigan
$1.22M – – –
HKAM
1000
Horizon Kinetics Asset Management
New York
$1.21M -$329K -780 -21%
38 39
40
41 42