We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1126
Moors & Cabot
Massachusetts
$973K -$108K -202 -9%
FCP
1127
Fidelis Capital Partners
Florida
$970K +$63.7K +119 +6%
MCA
1128
Magnolia Capital Advisors
Mississippi
$968K -$8.57K -16 -0.8%
IWM
1129
IHT Wealth Management
Illinois
$968K -$6.96K -13 -0.7%
BA
1130
Bridgewater Advisors
New York
$958K +$18.2K +34 +2%
OFS
1131
Orrstown Financial Services
Pennsylvania
$957K +$199K +372 +23%
OWA
1132
One Wealth Advisors
California
$956K +$36.9K +69 +4%
VWM
1133
Venturi Wealth Management
Texas
$953K -$235K -439 -18%
OWA
1134
Outlook Wealth Advisors
Texas
$951K -$4.28K -8 -0.4%
PP
1135
PDS Planning
Ohio
$949K +$23K +43 +2%
SP
1136
Stonebrook Private
Michigan
$948K -$45K -84 -4%
FFA
1137
First Foundation Advisors
California
$943K -$2.28M -4,263 -69%
PPWM
1138
Paragon Private Wealth Management
Kentucky
$942K +$334K +624 +48%
OM
1139
OV Management
Minnesota
$940K -$1.07K -2 -0.1%
VFA
1140
Voya Financial Advisors
Connecticut
$939K -$27.8K -52 -3%
SI
1141
Seeds Investor
New York
$938K -$33.7K -63 -3%
RCAG
1142
Rehmann Capital Advisory Group
Michigan
$937K +$11.8K +22 +1%
AC
1143
AlphaCore Capital
California
$937K -$31.6K -59 -3%
BWM
1144
Baron Wealth Management
Michigan
$929K -$142K -266 -12%
BWP
1145
BSW Wealth Partners
Colorado
$929K +$45K +84 +5%
CPW
1146
Crestmont Private Wealth
Texas
$923K +$115K +215 +13%
VFA
1147
Values First Advisors
Tennessee
$923K -$14.5K -27 -1%
SW
1148
SlateStone Wealth
Florida
$921K +$9.1K +17 +0.9%
EWA
1149
EverSource Wealth Advisors
Alabama
$921K -$20.3K -38 -2%
RS
1150
R Squared
Hong Kong
$918K +$1.01M +1,887 New
44 45
46
47 48