We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1001
Waterloo Capital
Texas
$1.14M +$744K +1,735 +212%
LGF
1002
LGT Group Foundation
Liechtenstein
$1.14M +$118K +274 +12%
SFCL
1003
Strengthening Families & Communities LLC
Massachusetts
$1.13M +$52.3K +122 +5%
BAAM
1004
Baker Avenue Asset Management
California
$1.13M +$701K +1,634 +180%
STA
1005
Summit Trail Advisors
New York
$1.13M +$107K +250 +11%
OWA
1006
Outlook Wealth Advisors
Texas
$1.13M +$8.58K +20 +0.8%
GI
1007
GAMMA Investing
California
$1.12M +$259K +604 +32%
WI
1008
Wintrust Investments
Illinois
$1.12M -$9.87K -23 -0.9%
SPC
1009
Spirepoint Private Client
Florida
$1.12M +$74.2K +173 +7%
FFM
1010
Forum Financial Management
Illinois
$1.12M +$4.29K +10 +0.4%
DWP
1011
Daymark Wealth Partners
Ohio
$1.11M -$30K -70 -3%
CWS
1012
Confluence Wealth Services
Pennsylvania
$1.11M +$114K +266 +12%
NS
1013
NBC Securities
Alabama
$1.1M -$57.9K -135 -5%
GJWM
1014
Gilliland Jeter Wealth Management
Arkansas
$1.1M +$858 +2 +0.1%
TSMHT
1015
Thurston Springer Miller Herd & Titak
Indiana
$1.09M +$1.05M +2,449 New
TP
1016
Tranquility Partners
Tennessee
$1.09M +$60.1K +140 +6%
DS
1017
DRW Securities
Illinois
$1.08M -$1.26M -2,930 -55%
CAL
1018
Capital Analysts LLC
Pennsylvania
$1.08M -$6.01K -14 -0.6%
LC
1019
Lincoln Capital
Nebraska
$1.07M – – –
PS
1020
Principal Securities
Iowa
$1.07M -$250K -583 -20%
CAS
1021
CTC Alternative Strategies
Illinois
$1.07M +$1.03M +2,400 New
MHS
1022
M Holdings Securities
Oregon
$1.06M +$1.02M +2,386 New
SWP
1023
Strategic Wealth Partners
Ohio
$1.06M +$87.1K +203 +9%
RPC
1024
Rossmore Private Capital
Connecticut
$1.06M +$3K +7 +0.3%
PWM
1025
Palumbo Wealth Management
New York
$1.06M +$2.15K +5 +0.2%
39 40
41
42 43