We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMT
1251
Heritage Wealth Management (Texas)
Texas
$653K -$49.5K -100 -7%
WB
1252
WesBanco Bank
West Virginia
$648K -$48.5K -98 -7%
WHG
1253
Westwood Holdings Group
Texas
$645K +$10.4K +21 +2%
CWM
1254
Circle Wealth Management
New Jersey
$642K -$75.7K -153 -11%
PWP
1255
Principle Wealth Partners
Connecticut
$639K – – –
C
1256
Certuity
Florida
$639K -$126K -254 -17%
LFA
1257
Legacy Financial Advisors
Kentucky
$638K +$20.8K +42 +4%
CCB
1258
Country Club Bank
Missouri
$635K – – –
JF
1259
Joule Financial
Kentucky
$633K +$1.98K +4 +0.3%
WA
1260
Wambolt & Associates
Colorado
$633K -$3.46K -7 -0.6%
GRP
1261
Global Retirement Partners
California
$632K +$70.8K +143 +13%
CFP
1262
Catalyst Financial Partners
Massachusetts
$632K +$2.97K +6 +0.5%
BWM
1263
Bullock Wealth Management
Indiana
$629K +$23.8K +48 +4%
MAM
1264
Magellan Asset Management
Australia
$626K -$51K -103 -8%
FWCM
1265
Ferguson Wellman Capital Management
Oregon
$626K -$2.47K -5 -0.4%
HIA
1266
Harbor Investment Advisory
Maryland
$622K -$4.95K -10 -0.8%
CFM
1267
Catalyst Funds Management
Australia
$620K +$445K +900 +300%
AFG
1268
Atomi Financial Group
New York
$617K +$70.8K +143 +14%
CC
1269
Callan Capital
California
$612K +$50K +101 +9%
YIH
1270
Y-Intercept (HK)
Hong Kong
$611K +$279K +563 +91%
TWM
1271
Trueblood Wealth Management
Ohio
$610K -$7.42K -15 -1%
ARMT
1272
Amica Retiree Medical Trust
Rhode Island
$606K +$581K +1,173 New
TFP
1273
Tilia Fiduciary Partners
North Carolina
$606K -$495 -1 -0.1%
LHC
1274
Little House Capital
Massachusetts
$605K -$49K -99 -8%
UCB
1275
United Community Bank
South Carolina
$597K -$47.5K -96 -8%
49 50
51
52 53