We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1276
Principle Wealth Partners
Connecticut
$413K -$90K -228 -20%
GIA
1277
Gladstone Institutional Advisory
Florida
$412K +$43K +109 +13%
BWG
1278
Berry Wealth Group
Texas
$412K +$369K +935 New
CPRC
1279
Consolidated Portfolio Review Corp
New York
$408K +$2.37K +6 +0.7%
KCM
1280
Kathmere Capital Management
Pennsylvania
$406K +$5.92K +15 +2%
AFT
1281
Alpha Family Trust
California
$405K – – –
AC
1282
Allstate Corporation
Illinois
$404K -$176K -446 -33%
SF
1283
Symphony Financial
Texas
$404K -$33.9K -86 -8%
JSC
1284
Jackson Square Capital
California
$404K – – –
SB
1285
Strategic Blueprint
Georgia
$403K -$3.55K -9 -1%
LA
1286
LM Advisors
California
$399K +$357K +905 New
SCP
1287
Sivia Capital Partners
California
$398K +$357K +904 New
AL
1288
Aspiriant LLC
California
$398K +$357K +904 New
KWA
1289
Kingswood Wealth Advisors
California
$397K +$356K +902 New
CAM
1290
Covenant Asset Management
New Jersey
$396K -$258K -654 -42%
AA
1291
Alta Advisers
United Kingdom
$396K – – –
PFA
1292
Plotkin Financial Advisors
Maryland
$396K – – –
QC
1293
Quent Capital
New York
$395K +$84.5K +214 +31%
IAN
1294
Integrated Advisors Network
Texas
$394K +$28.4K +72 +9%
PPP
1295
Private Portfolio Partners
New Jersey
$393K -$39.5K -100 -10%
CWM
1296
Cornerstone Wealth Management
Missouri
$393K -$18.5K -47 -5%
TFA
1297
Transamerica Financial Advisors
Florida
$392K -$96.3K -244 -22%
EHC
1298
Everett Harris & Co
California
$391K +$3.16K +8 +0.9%
WP
1299
Woodline Partners
California
$391K +$350K +888 New
HFRG
1300
Houlihan Financial Resource Group
Virginia
$387K – – –
50 51
52
53 54