SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1201
E Fund Management
China
$850K -$647K -1,297 -45%
CIA
1202
Capital Investment Advisors
Georgia
$848K +$540K +1,083 +207%
CA
1203
Continuum Advisory
Idaho
$847K +$28.9K +58 +4%
OFS
1204
Orrstown Financial Services
Pennsylvania
$841K +$81.3K +163 +11%
FNBT
1205
FineMark National Bank & Trust
Florida
$840K +$38.4K +77 +5%
AIM
1206
Aigen Investment Management
New York
$834K -$1.75M -3,515 -69%
CP
1207
Covenant Partners
Tennessee
$834K – – –
MIM
1208
Moseley Investment Management
Florida
$830K +$998 +2 +0.1%
SL
1209
SFM LLC
New Hampshire
$826K -$32.9K -66 -4%
LWAM
1210
Legacy Wealth Asset Management
Minnesota
$818K -$998 -2 -0.1%
IFWM
1211
Institute for Wealth Management
Colorado
$811K -$30.4K -61 -4%
MLA
1212
My Legacy Advisors
Oregon
$809K -$28.4K -57 -4%
HPM
1213
Hoxton Planning & Management
West Virginia
$808K -$16.5K -33 -2%
USCWA
1214
U.S. Capital Wealth Advisors
Texas
$804K +$21K +42 +3%
OWA
1215
Opal Wealth Advisors
New York
$801K -$135K -271 -15%
CT
1216
Caldwell Trust
Florida
$801K +$3.99K +8 +0.5%
WFI
1217
West Family Investments
California
$799K +$220K +440 +41%
LHC
1218
Little House Capital
Massachusetts
$795K +$40.9K +82 +6%
CCA
1219
Conestoga Capital Advisors
Pennsylvania
$789K – – –
NRW
1220
Nova R Wealth
Kansas
$787K – – –
QWP
1221
Quotient Wealth Partners
Texas
$783K -$3.99K -8 -0.5%
LJCM
1222
Lee Johnson Capital Management
Texas
$782K +$741K +1,484 New
SW
1223
Simplicity Wealth
New Jersey
$782K +$423K +847 +133%
FMWA
1224
Forvis Mazars Wealth Advisors
Missouri
$781K +$7.99K +16 +1%
NHT
1225
New Hampshire Trust
New Hampshire
$780K +$28.4K +57 +4%
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