We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
1301
Mayflower Financial Advisors
Massachusetts
$285K -$4.75K -13 -2%
QC
1302
Quent Capital
New York
$285K +$8.4K +23 +3%
CFO
1303
CVA Family Office
Colorado
$284K +$32.9K +90 +15%
TC
1304
Telemus Capital
Michigan
$284K -$1.1K -3 -0.4%
CFG
1305
Carr Financial Group
Massachusetts
$281K – – –
MRCM
1306
M&R Capital Management
New Jersey
$281K – – –
SCM
1307
Sandler Capital Management
New York
$281K – – –
BPFA
1308
Barnes Pettey Financial Advisors
Mississippi
$280K – – –
ACM
1309
Avalon Capital Management
California
$277K – – –
PPG
1310
Peak Planning Group
Colorado
$277K +$731 +2 +0.3%
WWM
1311
Western Wealth Management
Colorado
$276K -$12.4K -34 -5%
G
1312
Gainplan
Michigan
$276K – – –
LWMM
1313
Legacy Wealth Management (Mississippi)
Mississippi
$275K -$5.12K -14 -2%
WC
1314
Waterloo Capital
Texas
$273K +$248K +680 New
SWA
1315
SFMG Wealth Advisors
Texas
$272K +$248K +679 New
AIA
1316
Alera Investment Advisors
Illinois
$272K +$1.83K +5 +0.7%
SRC
1317
Shufro Rose & Co
New York
$272K – – –
ACM
1318
Allred Capital Management
Texas
$268K +$11.7K +32 +5%
JSW
1319
Journey Strategic Wealth
New Jersey
$265K -$106K -289 -30%
SWM
1320
Sculati Wealth Management
Michigan
$264K – – –
VAG
1321
VisionPoint Advisory Group
Texas
$264K +$240K +658 New
WA
1322
Wealth Architects
California
$263K +$2.56K +7 +1%
DBRC
1323
D.B. Root & Company
Pennsylvania
$263K +$13.5K +37 +6%
GBT
1324
Grove Bank & Trust
Florida
$262K -$8.77K -24 -4%
AWP
1325
Ascent Wealth Partners
New York
$262K +$239K +654 New
51 52
53
54 55