We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1301
Formidable Asset Management
Ohio
$708K – – –
NG
1302
Norden Group
Utah
$705K +$12.9K +26 +2%
T
1303
TOBAM
France
$704K +$667K +1,348 New
GJWM
1304
Gilliland Jeter Wealth Management
Arkansas
$701K -$78.2K -158 -11%
CCWM
1305
Cassaday & Co Wealth Management
Virginia
$700K +$2.97K +6 +0.5%
TWM
1306
Trueblood Wealth Management
Ohio
$697K -$27.2K -55 -4%
ECM
1307
Ebert Capital Management
California
$696K +$653K +1,319 New
KCM
1308
Kathmere Capital Management
Pennsylvania
$695K +$1.48K +3 +0.2%
NRC
1309
New Republic Capital
North Carolina
$695K +$294K +595 +81%
SRC
1310
Sage Rhino Capital
California
$694K +$657K +1,328 New
CAI
1311
Capital Advisors Inc
Oklahoma
$688K +$651K +1,316 New
TP
1312
TritonPoint Partners
Maryland
$687K +$650K +1,314 New
KIM
1313
Kestra Investment Management
Texas
$685K -$100K -203 -13%
USCWA
1314
U.S. Capital Wealth Advisors
Texas
$684K -$119K -240 -16%
ECA
1315
Elevated Capital Advisors
Utah
$683K -$113K -229 -15%
RCWM
1316
Royal Capital Wealth Management
Indiana
$679K – – –
BOM
1317
Bank of Marin
California
$679K – – –
AA
1318
Advisory Alpha
Michigan
$675K +$140K +283 +28%
MAG
1319
Meadowbrook Advisors Group
New Jersey
$672K +$636K +1,285 New
CBUSF
1320
Construction & Building Unions Superannuation Fund
Australia
$669K +$633K +1,280 New
CIM
1321
Cambria Investment Management
California
$661K +$118K +239 +23%
PWP
1322
Principle Wealth Partners
Connecticut
$660K -$10.4K -21 -2%
KCM
1323
Kendall Capital Management
Maryland
$659K -$1.98K -4 -0.3%
CIC
1324
Carnegie Investment Counsel
Ohio
$658K – – –
AA
1325
Alta Advisers
United Kingdom
$646K -$198K -400 -24%
51 52
53
54 55