We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
1W
1426
1776 Wealth
Georgia
$528K -$495 -1 -0.1%
AHL
1427
Abel Hall LLC
Louisiana
$525K +$497K +1,005 New
DWM
1428
Ducere Wealth Management
California
$525K +$497K +1,004 New
WTA
1429
Washington Trust Advisors
Massachusetts
$524K +$446K +902 +902%
FH
1430
FWG Holdings
Florida
$524K +$491K +992 New
SIAG
1431
Safeguard Investment Advisory Group
California
$523K +$495K +1,001 New
TS
1432
Triglav Skladi
Slovenia
$523K -$866K -1,750 -64%
HCM
1433
Helios Capital Management
Singapore
$523K +$495K +1,000 New
MAWA
1434
Moss Adams Wealth Advisors
Washington
$522K +$21.8K +44 +5%
PWAM
1435
Private Wealth Asset Management
Iowa
$518K -$10.4K -21 -2%
HI
1436
Harbour Investments
Wisconsin
$517K +$309K +624 +171%
CH
1437
Cromwell Holdings
Wyoming
$516K – – –
FNT
1438
First Nebraska Trust
Nebraska
$515K +$198K +400 +68%
FI
1439
Fosun International
China
$515K – – –
ECM
1440
Elgethun Capital Management
South Dakota
$514K – – –
GC
1441
Gilbert & Cook
Iowa
$511K -$7.92K -16 -2%
CB
1442
CNB Bank
Pennsylvania
$511K +$2.97K +6 +0.6%
PMA
1443
Prudent Man Advisors
Illinois
$509K -$3.96K -8 -0.8%
WWMP
1444
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$507K +$480K +971 New
ACP
1445
Argyle Capital Partners
California
$506K -$12.9K -26 -3%
WCM
1446
Winthrop Capital Management
Indiana
$505K -$60.9K -123 -11%
CFM
1447
Catalyst Funds Management
Australia
$502K -$267K -540 -36%
CWA
1448
Cornerstone Wealth Advisors
Minnesota
$499K – – –
AWM
1449
Accel Wealth Management
Iowa
$498K – – –
PWMG
1450
Prestige Wealth Management Group
New Jersey
$494K +$12.9K +26 +3%
56 57
58
59 60