We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1001
Cable Hill Partners
Oregon
– -$33K -156 Closed
MFW
1002
Mosaic Family Wealth
Missouri
– -$21K -100 Closed
LA
1003
Legacy Advisors
Pennsylvania
– -$16K -75 Closed
WC
1004
Whitnell & Co
Illinois
– -$15K -70 Closed
KPW
1005
Kore Private Wealth
New York
– -$13K -61 Closed
CGT
1006
Capital Guardian Trust
California
– -$12K -58 Closed
IWP
1007
Icon Wealth Partners
Texas
– -$10K -49 Closed
PWM
1008
PRW Wealth Management
Massachusetts
– -$9K -45 Closed
OWA
1009
One Wealth Advisors
California
– -$9K -43 Closed
WAS
1010
WESPAC Advisors SoCal
California
– -$8K -40 Closed
AIM
1011
Assured Investment Management
New York
– -$7K -33 Closed
AIC
1012
Ameritas Investment Company
Nebraska
– -$5K -24 Closed
MAM
1013
Marquette Asset Management
Minnesota
– -$5K -24 Closed
KL
1014
KWMG LLC
Kansas
– -$5K -22 Closed
CCM
1015
Covington Capital Management
California
– -$4K -20 Closed
RWM
1016
Raffa Wealth Management
District of Columbia
– -$4.21K -20 Closed
DWM
1017
Destination Wealth Management
California
– -$3K -16 Closed
AA
1018
Advisory Alpha
Michigan
– -$2.98K -14 Closed
BC
1019
Bartlett & Co
Ohio
– -$1K -7 Closed
BCWM
1020
Bartlett & Co Wealth Management
Ohio
– -$1.47K -7 Closed
37 38 39 40
41