We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1201
International Assets Investment Management
Florida
$28K +$28.3K +84 New
TF
1202
TimeScale Financial
Massachusetts
$27K -$9.78K -29 -26%
SWA
1203
SOA Wealth Advisors
New York
$27K +$28.3K +84 New
VCM
1204
Vigilant Capital Management
Maine
$25K – – –
CFD
1205
Creative Financial Designs
Indiana
$24K -$5.74K -17 -19%
IF
1206
Ironwood Financial
Arizona
$23K – – –
SSWG
1207
Seven Springs Wealth Group
Tennessee
$23K +$4.05K +12 +20%
M
1208
MOTCO
Texas
$23K +$7.08K +21 +42%
HI
1209
Hudock Inc
Pennsylvania
$22K +$19.6K +58 +527%
TC
1210
Tacita Capital
Ontario, Canada
$21K +$21.3K +63 New
SSB
1211
Sandy Spring Bank
Maryland
$20K -$1.35K -4 -6%
H
1212
Hexavest
Quebec, Canada
$20K – – –
CA
1213
Crewe Advisors
Utah
$20K +$4.38K +13 +28%
GLLW
1214
Graves Light Lenhart Wealth
Virginia
$20K +$20.2K +60 New
AWA
1215
Arkadios Wealth Advisors
Georgia
$19K -$2.7K -8 -12%
POIA
1216
Pin Oak Investment Advisors
Texas
$19K +$19.2K +57 New
CWM
1217
Cranbrook Wealth Management
Michigan
$18K – – –
FWM
1218
FSA Wealth Management
Massachusetts
$18K +$18.2K +54 New
RCM
1219
Rain Capital Management
Oregon
$17K -$8.1K -24 -31%
SFP
1220
Sterling Financial Planning
New Jersey
$16K +$16.2K +48 New
AS
1221
Altshuler Shaham
Israel
$15K -$41.8K -124 -73%
SIS
1222
Sound Income Strategies
Florida
$15K – – –
SQA
1223
Simon Quick Advisors
New Jersey
$14K -$7.08K -21 -33%
TWM
1224
Tradition Wealth Management
Minnesota
$14K +$14.2K +42 New
CL
1225
COWA LLC
Oklahoma
$14K +$15.2K +45 New
47 48
49
50 51