We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1276
Meridian Wealth Partners
Pennsylvania
$619K -$148K -318 -18%
CT
1277
Caldwell Trust
Florida
$617K +$27.4K +59 +4%
FFS
1278
Founders Financial Securities
Maryland
$617K -$160K -345 -19%
HIP
1279
HUB Investment Partners
Texas
$614K +$20K +43 +3%
USCWA
1280
U.S. Capital Wealth Advisors
Texas
$614K +$63.1K +136 +10%
PMA
1281
Prudent Man Advisors
Illinois
$612K +$216K +466 +48%
HWMG
1282
Harbour Wealth Management Group
South Carolina
$610K +$130K +280 +24%
LHC
1283
Little House Capital
Massachusetts
$607K +$1.39K +3 +0.2%
CI
1284
Conning Inc
Connecticut
$607K -$98K -211 -13%
DCU
1285
Dara Capital US
Florida
$606K +$13.5K +29 +2%
ECA
1286
Elevated Capital Advisors
Utah
$601K +$49.2K +106 +8%
LFG
1287
Larson Financial Group
Missouri
$601K +$16.2K +35 +3%
BA
1288
Bridgewater Advisors
New York
$600K -$212K -457 -24%
FMI
1289
Frec Markets Inc
California
$595K -$213K -458 -25%
RDWM
1290
Red Door Wealth Management
Tennessee
$595K +$124K +268 +24%
WPW
1291
Waldron Private Wealth
Pennsylvania
$590K -$3.71K -8 -0.6%
CD
1292
Chapin Davis
Maryland
$589K -$2.32K -5 -0.4%
HPM
1293
Hoxton Planning & Management
West Virginia
$585K -$61.7K -133 -9%
CW
1294
CreativeOne Wealth
Kansas
$583K -$118K -254 -16%
BOSSRA
1295
B.O.S.S. Retirement Advisors
Utah
$581K -$175K -377 -22%
BL
1296
Balentine LLC
Georgia
$576K +$629K +1,355 New
KC
1297
Kepler Cheuvreux
$574K -$1.1M -2,373 -64%
BFIM
1298
Beese Fulmer Investment Management
Ohio
$574K +$626K +1,349 New
ICP
1299
Interchange Capital Partners
Pennsylvania
$573K +$32.5K +70 +7%
AWA
1300
Argos Wealth Advisors
California
$570K -$30.2K -65 -5%
50 51
52
53 54