We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1351
Mutual Advisors
Nebraska
$617K -$101K -204 -15%
MFA
1352
Mayflower Financial Advisors
Massachusetts
$616K -$106K -214 -15%
MYIA
1353
Mount Yale Investment Advisors
Colorado
$613K -$435K -879 -43%
PWM
1354
Paulson Wealth Management
Illinois
$612K – – –
DE
1355
Diversified Enterprises
Delaware
$610K +$324K +655 +128%
QC
1356
Quent Capital
New York
$609K +$43.5K +88 +8%
QLSGSCF
1357
Quent Long Short Global Small Cap Fund
New York
$609K +$577K +1,166 New
HWMG
1358
Harbour Wealth Management Group
South Carolina
$603K +$570K +1,153 New
BWA
1359
Basecamp Wealth Advisors
Washington
$602K +$570K +1,151 New
WC
1360
Woodstock Corp
Massachusetts
$600K +$1.48K +3 +0.3%
SWM
1361
SeaCrest Wealth Management
New York
$600K +$24.2K +49 +5%
QPBE
1362
Quintet Private Bank (Europe)
Luxembourg
$598K -$348K -704 -38%
3IP
1363
3Chopt Investment Partners
Virginia
$598K +$94K +190 +20%
FPAS
1364
Focus Partners Advisor Solutions
Missouri
$598K +$63.8K +129 +13%
SCP
1365
Sivia Capital Partners
California
$598K +$16.3K +33 +3%
OL
1366
Optas LLC
Texas
$597K +$62.8K +127 +13%
MGIA
1367
Moneta Group Investment Advisors
Missouri
$594K -$108K -218 -16%
RDWM
1368
Red Door Wealth Management
Tennessee
$591K -$9.4K -19 -2%
TAM
1369
Townsend Asset Management
North Carolina
$589K +$1.98K +4 +0.4%
CWP
1370
Concord Wealth Partners
Virginia
$589K +$23.8K +48 +4%
LFAS
1371
Level Four Advisory Services
Texas
$586K -$3.46K -7 -0.6%
AF
1372
Alerus Financial
North Dakota
$585K -$2.48M -5,022 -82%
LI
1373
Lafayette Investments
Maryland
$583K +$91K +184 +20%
JFGIW
1374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$582K -$335K -678 -38%
HWMT
1375
Heritage Wealth Management (Texas)
Texas
$582K – – –
53 54
55
56 57