We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
1251
Beacon Bridge Wealth Partners
Pennsylvania
$694K +$127K +251 +22%
WWM
1252
Whalen Wealth Management
Nevada
$692K +$705K +1,390 New
RWPA
1253
Richard W. Paul & Associates
Michigan
$687K +$17.8K +35 +3%
NGA
1254
Naples Global Advisors
Florida
$684K – – –
CT
1255
Caldwell Trust
Florida
$682K +$43.6K +86 +7%
VCA
1256
Verdence Capital Advisors
Maryland
$682K -$19.8K -39 -3%
BFA
1257
Buttonwood Financial Advisors
Maryland
$681K -$10.7K -21 -2%
WC
1258
Woodstock Corp
Massachusetts
$672K -$40.6K -80 -6%
TAM
1259
Townsend Asset Management
North Carolina
$672K – – –
KCM
1260
Kendall Capital Management
Maryland
$669K -$28.4K -56 -4%
C
1261
Certuity
Florida
$669K +$54.3K +107 +9%
PPC
1262
Park Place Capital
Alabama
$661K -$17.8K -35 -3%
AWM
1263
Ameliora Wealth Management
Switzerland
$660K – – –
SIA
1264
Sovereign Investment Advisors
Arizona
$660K +$672K +1,325 New
PFG
1265
PAX Financial Group
Texas
$658K -$44.7K -88 -6%
LFA
1266
Legacy Financial Advisors
Kentucky
$655K +$40.1K +79 +6%
OFS
1267
Orrstown Financial Services
Pennsylvania
$652K – – –
MFIM
1268
Mesirow Financial Investment Management
Illinois
$651K -$22.3K -44 -3%
MFA
1269
Mayflower Financial Advisors
Massachusetts
$650K +$167K +329 +34%
SL
1270
SFM LLC
New Hampshire
$648K +$13.2K +26 +2%
RCWM
1271
Royal Capital Wealth Management
Indiana
$647K – – –
BOM
1272
Bank of Marin
California
$647K -$15.2K -30 -2%
JSW
1273
Journey Strategic Wealth
New Jersey
$645K -$9.64K -19 -1%
PFG
1274
Prosperity Financial Group
California
$642K +$122K +241 +23%
ALAM
1275
Asahi Life Asset Management
Japan
$641K +$302K +595 +86%
49 50
51
52 53