We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1251
IHT Wealth Management
Illinois
$811K -$197K -398 -20%
APW
1252
Aventura Private Wealth
Florida
$807K -$88.6K -179 -10%
IIA
1253
ICW Investment Advisors
Arizona
$806K +$56.4K +114 +8%
EWA
1254
EverSource Wealth Advisors
Alabama
$806K -$173K -350 -18%
GIM
1255
Generali Investments Management
Slovenia
$805K -$41.6K -84 -5%
HW
1256
Hancock Whitney
Mississippi
$797K -$52.4K -106 -6%
CCA
1257
Conestoga Capital Advisors
Pennsylvania
$795K +$12.4K +25 +2%
AU
1258
AlphaGrep UK
$793K +$751K +1,517 New
IPW
1259
Impact Partnership Wealth
Georgia
$789K +$747K +1,510 New
HPM
1260
Hoxton Planning & Management
West Virginia
$788K -$7.92K -16 -1%
NRW
1261
Nova R Wealth
Kansas
$788K – – –
FNBT
1262
FineMark National Bank & Trust
Florida
$787K – – –
OWP
1263
Obermeyer Wealth Partners
Colorado
$786K – – –
PFW
1264
Petros Family Wealth
Minnesota
$784K +$202K +409 +37%
WSFS
1265
Wilmington Savings Fund Society
Delaware
$777K +$233K +470 +46%
NHT
1266
New Hampshire Trust
New Hampshire
$775K -$8.41K -17 -1%
NP
1267
Nilsine Partners
Colorado
$762K +$108K +218 +18%
SRM
1268
Shelter Rock Management
New York
$759K +$718K +1,452 New
ALA
1269
Atlas Legacy Advisors
California
$758K +$172K +348 +31%
MWM
1270
Modern Wealth Management
Kansas
$758K +$170K +343 +31%
XWL
1271
XXI Wealth LLC
Illinois
$756K +$715K +1,446 New
AW
1272
Alteri Wealth
California
$755K -$75.7K -153 -10%
RSC
1273
Red Spruce Capital
Pennsylvania
$755K – – –
BMCM
1274
Bryn Mawr Capital Management
Pennsylvania
$753K +$248K +501 +53%
WI
1275
WBI Investments
New Jersey
$752K +$712K +1,438 New
49 50
51
52 53