We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1101
CenterBook Partners
Connecticut
$987K +$946K +1,911 New
SQA
1102
Simon Quick Advisors
New Jersey
$985K +$93.5K +189 +11%
WPW
1103
Waldron Private Wealth
Pennsylvania
$977K +$7.42K +15 +0.8%
MW
1104
Marcum Wealth
Ohio
$974K -$495 -1 -0.1%
WA
1105
Waverly Advisors
Alabama
$973K -$90.1K -182 -9%
GWAM
1106
Guardian Wealth Advisors (Minnesota)
Minnesota
$973K -$5.94K -12 -0.6%
RCA
1107
Roberts Capital Advisors
Colorado
$968K – – –
ECA
1108
Elevated Capital Advisors
Utah
$968K +$15.3K +31 +2%
GWM
1109
Geneos Wealth Management
Colorado
$955K +$856K +1,729 +1,429%
FAIM
1110
Financial Advocates Investment Management
Washington
$955K -$16.8K -34 -2%
PPWP
1111
Premier Path Wealth Partners
New Jersey
$954K +$4.95K +10 +0.5%
RIA
1112
Realta Investment Advisors
Delaware
$951K +$892K +1,802 New
LCM
1113
Landscape Capital Management
New Jersey
$950K -$1.06M -2,133 -54%
MWP
1114
Meridian Wealth Partners
Pennsylvania
$945K -$2.97K -6 -0.3%
LIM
1115
Leavell Investment Management
Alabama
$944K +$3.96K +8 +0.4%
CI
1116
CX Institutional
Indiana
$943K +$7.92K +16 +0.9%
RCM
1117
Radnor Capital Management
Pennsylvania
$939K – – –
TPCW
1118
TD Private Client Wealth
New York
$935K +$4.45K +9 +0.5%
VEA
1119
Virtus ETF Advisers
New York
$934K -$91.6K -185 -9%
TAM
1120
Trillium Asset Management
Massachusetts
$933K – – –
FDCP
1121
Foster Dykema Cabot & Partners
Massachusetts
$932K +$53K +107 +6%
CT
1122
Chicago Trust
Illinois
$919K -$6.43K -13 -0.7%
SI
1123
Seeds Investor
New York
$917K +$169K +342 +24%
GAM
1124
Griffin Asset Management
New York
$917K -$495 -1 -0.1%
VT
1125
Vise Technologies
New York
$913K +$565K +1,141 +182%
43 44
45
46 47