We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
1401
Howard Capital Management Group
California
$454K – – –
JFGIW
1402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$453K -$203K -401 -32%
LA
1403
LM Advisors
California
$451K – – –
CWM
1404
Cornerstone Wealth Management
Missouri
$450K -$9.13K -18 -2%
FPAS
1405
Focus Partners Advisor Solutions
Missouri
$448K +$457K +900 New
MSS
1406
Mitchell Sinkler & Starr
Pennsylvania
$447K – – –
SWA
1407
Stratos Wealth Advisors
Ohio
$446K +$145K +286 +47%
MAWA
1408
Moss Adams Wealth Advisors
Washington
$446K +$39.1K +77 +9%
IAIM
1409
International Assets Investment Management
Florida
$444K -$3.55K -7 -0.8%
FNWM
1410
Financial Network Wealth Management
Utah
$443K – – –
ACP
1411
Argyle Capital Partners
California
$443K +$451K +889 New
PPP
1412
Private Portfolio Partners
New Jersey
$441K – – –
CWP
1413
Concord Wealth Partners
Virginia
$440K +$60.4K +119 +16%
SB
1414
Strategic Blueprint
Georgia
$439K -$3.55K -7 -0.8%
HFRG
1415
Houlihan Financial Resource Group
Virginia
$438K – – –
JSC
1416
Jackson Square Capital
California
$437K – – –
FA
1417
FDx Advisors
Illinois
$436K -$6.09K -12 -1%
ACIM
1418
Azimuth Capital Investment Management
Michigan
$436K – – –
GDP
1419
Great Diamond Partners
Maine
$434K -$1.01K -2 -0.2%
PWG
1420
Portside Wealth Group
Utah
$430K +$5.07K +10 +1%
SL
1421
Summitry LLC
California
$427K -$4.06K -8 -0.9%
AWA
1422
AGH Wealth Advisors
Kansas
$425K +$433K +853 New
MGIA
1423
Matthew Goff Investment Advisor
Texas
$423K +$6.6K +13 +2%
OL
1424
OneFund LLC
Florida
$422K +$4.06K +8 +1%
TAM
1425
Taurus Asset Management
New York
$421K – – –
55 56
57
58 59