SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1301
Interchange Capital Partners
Pennsylvania
$573K +$32.5K +70 +7%
AWA
1302
Argos Wealth Advisors
California
$570K -$30.2K -65 -5%
SDIC
1303
South Dakota Investment Council
South Dakota
$561K +$613K +1,320 New
TAM
1304
Townsend Asset Management
North Carolina
$560K +$88.2K +190 +17%
FAM
1305
Formidable Asset Management
Ohio
$557K -$21.4K -46 -3%
DCM
1306
Dimension Capital Management
Florida
$556K -$330K -710 -35%
CCWM
1307
Cassaday & Co Wealth Management
Virginia
$555K -$16.2K -35 -3%
FP
1308
Factorial Partners
New York
$553K -$1.95M -4,200 -76%
BSL
1309
Blue Sparrow LLC
Delaware
$553K -$1.21M -2,600 -67%
RCWM
1310
Royal Capital Wealth Management
Indiana
$553K – – –
BOM
1311
Bank of Marin
California
$553K – – –
SAG
1312
SageView Advisory Group
California
$552K -$35.7K -77 -6%
SF
1313
Symphony Financial
Texas
$552K +$351K +756 +138%
LIP
1314
Lighthouse Investment Partners
Florida
$550K +$600K +1,292 New
TWM
1315
Trueblood Wealth Management
Ohio
$549K -$20K -43 -3%
MAG
1316
Meadowbrook Advisors Group
New Jersey
$547K – – –
PWP
1317
Principle Wealth Partners
Connecticut
$540K +$1.86K +4 +0.3%
CIC
1318
Carnegie Investment Counsel
Ohio
$536K – – –
UCB
1319
United Community Bank
South Carolina
$535K +$174K +375 +42%
YIA
1320
YHB Investment Advisors
Connecticut
$534K +$583K +1,256 New
MFA
1321
Mayflower Financial Advisors
Massachusetts
$533K +$35.3K +76 +6%
AFGAS
1322
Allegiance Financial Group Advisory Services
Virginia
$533K +$582K +1,254 New
WP
1323
WealthPLAN Partners
Nebraska
$533K -$406K -875 -41%
PC
1324
Permanens Capital
New York
$532K +$581K +1,251 New
BBWP
1325
Beacon Bridge Wealth Partners
Pennsylvania
$530K +$66.4K +143 +13%
51 52
53
54 55