We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1226
Alpha Family Trust
California
$317K -$42.2K -120 -12%
JSC
1227
Jackson Square Capital
California
$316K – – –
FAFN
1228
First Affirmative Financial Network
Colorado
$316K -$13.7K -39 -4%
RPWA
1229
Regent Peak Wealth Advisors
Georgia
$315K +$5.98K +17 +2%
PCP
1230
Proficio Capital Partners
Massachusetts
$314K +$10.9K +31 +4%
PIA
1231
Pinion Investment Advisors
Kansas
$314K -$100K -284 -24%
IIM
1232
Ironwood Investment Management
Massachusetts
$311K -$6.33K -18 -2%
CAMG
1233
CWA Asset Management Group
Florida
$311K +$318K +903 New
AP
1234
Appleton Partners
Massachusetts
$311K -$393K -1,116 -55%
H
1235
HoyleCohen
California
$311K – – –
AA
1236
Alta Advisers
United Kingdom
$310K – – –
PFA
1237
Plotkin Financial Advisors
Maryland
$310K – – –
JLBC
1238
J.L. Bainbridge & Co
Florida
$310K -$14.8K -42 -4%
OWP
1239
Obermeyer Wealth Partners
Colorado
$307K -$17.2K -49 -5%
CB
1240
CNB Bank
Pennsylvania
$304K -$29.9K -85 -9%
RWM
1241
Revisor Wealth Management
Ohio
$304K +$311K +883 New
CWM
1242
Cornerstone Wealth Management
Missouri
$304K +$310K +882 New
EHC
1243
Everett Harris & Co
California
$303K – – –
HFRG
1244
Houlihan Financial Resource Group
Virginia
$303K +$1.76K +5 +0.6%
MCM
1245
Manchester Capital Management
Vermont
$302K +$85.9K +244 +39%
MIM
1246
Meridiem Investment Management
United Kingdom
$302K -$44K -125 -13%
CC
1247
Callan Capital
California
$301K – – –
EFMC
1248
Empire Financial Management Company
New York
$301K +$307K +873 New
PP
1249
Paloma Partners
Connecticut
$300K +$306K +870 New
CAMV
1250
Concord Asset Management (Virginia)
Virginia
$300K +$306K +869 New
48 49
50
51 52