We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1226
CreativeOne Wealth
Kansas
$596K +$38.9K +92 +7%
SR
1227
Syntax Research
Florida
$595K +$617K +1,462 New
EHC
1228
Everett Harris & Co
California
$593K -$79K -187 -11%
QI
1229
Qtron Investments
Massachusetts
$591K -$1.17M -2,771 -66%
LA
1230
LM Advisors
California
$586K +$348K +824 +135%
SI
1231
Seeds Investor
New York
$586K -$30.4K -72 -5%
LHC
1232
Little House Capital
Massachusetts
$585K +$3.8K +9 +0.6%
AIA
1233
AssuredPartners Investment Advisors
Florida
$584K +$115K +273 +23%
GCM
1234
Graham Capital Management
Connecticut
$582K -$3.94M -9,329 -87%
MSFS
1235
Main Street Financial Solutions
Pennsylvania
$582K -$827K -1,958 -58%
CI
1236
Conning Inc
Connecticut
$581K – – –
CIA
1237
Capital Investment Advisors
Georgia
$580K -$87K -206 -13%
WIA
1238
Wealthedge Investment Advisors
New York
$579K +$432K +1,023 +214%
DA
1239
Drake & Associates
Wisconsin
$578K +$600K +1,420 New
CAMG
1240
CWA Asset Management Group
Florida
$578K -$81.1K -192 -12%
BWA
1241
Brave Warrior Advisors
New York
$571K +$592K +1,401 New
NG
1242
Norden Group
Utah
$570K +$65.9K +156 +13%
LIM
1243
Leavell Investment Management
Alabama
$568K -$149K -353 -20%
SIP
1244
Stoneridge Investment Partners
Pennsylvania
$568K +$582K +1,378 New
CF
1245
Convergence Financial
Missouri
$566K +$288K +683 +97%
SPC
1246
Sigma Planning Corp
Michigan
$565K +$98K +232 +20%
WPW
1247
Waldron Private Wealth
Pennsylvania
$563K -$2.11K -5 -0.4%
FMI
1248
Frec Markets Inc
California
$556K -$13.5K -32 -2%
PWP
1249
Principle Wealth Partners
Connecticut
$556K +$41.4K +98 +8%
HPM
1250
Hoxton Planning & Management
West Virginia
$556K -$4.64K -11 -0.8%
48 49
50
51 52