We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1101
MJP Associates
Connecticut
$213K +$219K +648 New
SAM
1102
Strategy Asset Managers
California
$209K +$9.11K +27 +4%
NAMP
1103
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$208K – – –
AAS
1104
Avantax Advisory Services
Texas
$206K -$843K -2,499 -80%
YIH
1105
Y-Intercept (HK)
Hong Kong
$206K +$215K +638 New
WJA
1106
Willis Johnson & Associates
Texas
$205K +$211K +625 New
TA
1107
Tiedemann Advisors
New York
$204K -$4.05K -12 -2%
FC
1108
Financial Consulate
Maryland
$204K +$209K +621 New
SFS
1109
Sowell Financial Services
Arkansas
$203K -$80.3K -238 -28%
VFA
1110
Voya Financial Advisors
Connecticut
$203K -$5.74K -17 -3%
KPWS
1111
Kestra Private Wealth Services
Texas
$203K +$13.5K +40 +7%
TCOT
1112
Trust Company of Toledo
Ohio
$203K +$19.9K +59 +11%
FCH
1113
Freestone Capital Holdings
Washington
$202K +$30K +89 +17%
FWP
1114
FAS Wealth Partners
Kansas
$202K +$207K +615 New
RIG
1115
RiverFront Investment Group
Virginia
$201K +$206K +611 New
RPWA
1116
Regent Peak Wealth Advisors
Georgia
$199K +$2.7K +8 +1%
FHA
1117
First Horizon Advisors
Tennessee
$184K – – –
JFGIW
1118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K +$150K +444 +562%
PCM
1119
Penserra Capital Management
California
$167K +$23.3K +69 +16%
HI
1120
Hendershot Investments
Virginia
$155K – – –
GAM
1121
Gemmer Asset Management
California
$155K +$116K +345 +272%
GWM
1122
Geneos Wealth Management
Colorado
$155K +$187K +555 +177%
HI
1123
Human Investing
Oregon
$151K -$4.05K -12 -3%
LTI
1124
Laffer Tengler Investments
Tennessee
$150K – – –
LC
1125
Lindbrook Capital
California
$148K +$1.35K +4 +0.9%
43 44
45
46 47