We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
976
Intrua Financial
Texas
$320K -$18.7K -53 -5%
MC
977
Moors & Cabot
Massachusetts
$318K +$11.3K +32 +4%
CFG
978
Cooper Financial Group
California
$317K -$7.76K -22 -2%
IIC
979
Ironwood Investment Counsel
Arizona
$317K – – –
PWP
980
Principle Wealth Partners
Connecticut
$316K -$6.7K -19 -2%
LWMM
981
Legacy Wealth Management (Mississippi)
Mississippi
$316K – – –
HPWM
982
Highland Private Wealth Management
Washington
$315K -$2.47K -7 -0.8%
SFA
983
Sequoia Financial Advisors
Ohio
$314K +$706 +2 +0.2%
VWA
984
V Wealth Advisors
Kansas
$313K -$63.9K -181 -17%
COF
985
Capital One Financial
Virginia
$313K – – –
VCM
986
Versant Capital Management
Arizona
$313K – – –
SWP
987
Stratos Wealth Partners
Ohio
$313K +$306K +866 New
M
988
Mirova
France
$312K +$270K +764 +749%
PJSIMP
989
P.J. Schmidt Investment Management (PJS)
Wisconsin
$311K +$20.5K +58 +7%
CFA
990
Carroll Financial Associates
North Carolina
$310K -$2.47K -7 -0.8%
SFS
991
Sowell Financial Services
Arkansas
$308K +$2.12K +6 +0.7%
SNT
992
Security National Trust
West Virginia
$305K – – –
APWM
993
Atlas Private Wealth Management
New York
$304K – – –
SFG
994
StrategIQ Financial Group
Indiana
$304K – – –
MGIA
995
Matthew Goff Investment Advisor
Texas
$301K – – –
WSTAM
996
Wilbanks Smith & Thomas Asset Management
Virginia
$297K -$3.53K -10 -1%
FC
997
FORA Capital
Florida
$293K +$287K +813 New
AI
998
Atom Investors
Texas
$290K -$50.8K -144 -15%
VCA
999
Verdence Capital Advisors
Maryland
$290K +$7.06K +20 +3%
VIM
1000
Veritas Investment Management
United Kingdom
$290K +$284K +805 New
38 39
40
41 42