We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1426
Avalon Trust
New Mexico
$427K +$335K +626 +248%
SF
1427
Symphony Financial
Texas
$427K -$1.29M -2,407 -73%
MGIA
1428
Matthew Goff Investment Advisor
Texas
$425K +$10.2K +19 +2%
OL
1429
OneFund LLC
Florida
$425K +$17.1K +32 +4%
NAG
1430
Northstar Advisory Group
New Jersey
$424K -$34.8K -65 -7%
SIM
1431
Sentry Investment Management
Wisconsin
$424K -$404K -754 -46%
ARMT
1432
Amica Retiree Medical Trust
Rhode Island
$424K – – –
AIA
1433
AssuredPartners Investment Advisors
Florida
$422K +$215K +402 +86%
FNWM
1434
Financial Network Wealth Management
Utah
$420K +$456K +852 New
JIC
1435
Joel Isaacson & Co
New York
$420K – – –
OFS
1436
OneAscent Financial Services
Alabama
$418K -$95.3K -178 -17%
LW
1437
Linscomb Wealth
Texas
$418K -$11.2K -21 -2%
CA
1438
Centerpoint Advisors
Massachusetts
$418K +$11.2K +21 +3%
RWM
1439
Revisor Wealth Management
Ohio
$418K -$75.5K -141 -14%
PJWM
1440
Philip James Wealth Mangement
Georgia
$417K +$175K +327 +62%
NL
1441
NWAM LLC
Washington
$416K -$78.2K -146 -14%
FC
1442
Financial Consulate
Maryland
$416K +$458K +855 New
DBRC
1443
D.B. Root & Company
Pennsylvania
$416K -$107K -199 -19%
MPM
1444
Meritage Portfolio Management
Kansas
$416K -$43.4K -81 -9%
RZH
1445
Relyea Zuckerberg Hanson
Connecticut
$414K -$60.5K -113 -12%
WAM
1446
Wakefield Asset Management
Colorado
$414K -$33.2K -62 -7%
PHS
1447
Pekin Hardy Strauss
Illinois
$413K +$27.8K +52 +7%
DCM
1448
Dudley Capital Management
Virginia
$413K +$2.68K +5 +0.6%
DOA
1449
D'Orazio & Associates
Virginia
$411K +$35.3K +66 +8%
MCM
1450
Manchester Capital Management
Vermont
$409K -$11.8K -22 -3%
56 57
58
59 60