We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1376
Cromwell Holdings
Wyoming
$480K – – –
AWM
1377
Axxcess Wealth Management
California
$480K -$222K -415 -30%
CRI
1378
Colonial River Investments
Virginia
$480K -$1.61K -3 -0.3%
ECM
1379
Elgethun Capital Management
South Dakota
$479K – – –
FI
1380
Fosun International
China
$479K – – –
JWCA
1381
J.W. Cole Advisors
Florida
$479K +$105K +196 +25%
PMA
1382
Prudent Man Advisors
Illinois
$478K -$527K -984 -50%
CFFP
1383
Center for Financial Planning
Michigan
$476K -$781K -1,459 -60%
FB
1384
Fulton Bank
Pennsylvania
$475K -$81.9K -153 -14%
CB
1385
CNB Bank
Pennsylvania
$473K -$4.28K -8 -0.8%
MWM
1386
Modera Wealth Management
New Jersey
$470K +$3.21K +6 +0.6%
GFA
1387
Gallagher Fiduciary Advisors
Illinois
$468K -$71.8K -134 -12%
AWA
1388
Arete Wealth Advisors
Illinois
$466K +$4.28K +8 +0.8%
PFG
1389
PAX Financial Group
Texas
$466K +$9.1K +17 +2%
SLG
1390
Stanley-Laman Group
Pennsylvania
$465K -$272K -508 -35%
MAWA
1391
Moss Adams Wealth Advisors
Washington
$465K +$9.64K +18 +2%
CWA
1392
Cornerstone Wealth Advisors
Minnesota
$465K – – –
3IP
1393
3Chopt Investment Partners
Virginia
$465K +$31.6K +59 +7%
AWM
1394
Accel Wealth Management
Iowa
$463K -$53.5K -100 -10%
ZIM
1395
Zacks Investment Management
Illinois
$463K +$253K +473 +99%
SL
1396
Summitry LLC
California
$462K +$35.3K +66 +7%
BWP
1397
Balboa Wealth Partners
Arizona
$462K -$5.36K -10 -1%
FWA
1398
FSM Wealth Advisors
Ohio
$461K +$56.2K +105 +12%
DAC
1399
Dividend Assets Capital
South Carolina
$460K – – –
4WM
1400
44 Wealth Management
Oregon
$459K +$5.89K +11 +1%
54 55
56
57 58