We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1451
StrongBox Wealth
Missouri
$258K +$3.95K +10 +2%
BWP
1452
BSW Wealth Partners
Colorado
$256K +$230K +582 New
FFN
1453
Focus Financial Network
Minnesota
$256K +$230K +582 New
GVAG
1454
Great Valley Advisor Group
Delaware
$256K +$5.13K +13 +2%
RA
1455
Ruggaard & Associates
Ohio
$256K +$1.97K +5 +0.9%
PWS
1456
Peterson Wealth Services
Utah
$254K +$228K +577 New
Kovitz Investment Group Partners
1457
Kovitz Investment Group Partners
Illinois
$254K +$228K +577 New
CMS
1458
Capital Market Strategies
Florida
$253K -$14.6K -37 -6%
CIP
1459
Convergence Investment Partners
Florida
$253K -$3.95K -10 -2%
ACA
1460
Affinity Capital Advisors
California
$252K – – –
HCMG
1461
Howard Capital Management Group
California
$251K – – –
JMFC
1462
J.M. Forbes & Co
Massachusetts
$251K – – –
IWA
1463
IVC Wealth Advisors
Pennsylvania
$250K +$7.1K +18 +3%
FNT
1464
First Nebraska Trust
Nebraska
$250K +$224K +567 New
DPI
1465
Diversified Portfolios Inc
Michigan
$249K -$395 -1 -0.2%
MG
1466
Marex Group
$249K +$223K +565 New
SRAM
1467
Spouting Rock Asset Management
Pennsylvania
$249K +$223K +565 New
AWM
1468
Aprio Wealth Management
Georgia
$249K +$223K +565 New
JDR
1469
Jay D. Rosenbaum
$248K -$28.4K -72 -11%
VVP
1470
Venture Visionary Partners
Ohio
$248K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1471
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$248K +$1.18K +3 +0.5%
AFG
1472
Atomi Financial Group
New York
$246K +$221K +559 New
SIC
1473
Salem Investment Counselors
North Carolina
$245K – – –
TW
1474
Traveka Wealth
California
$245K +$220K +557 New
SVWAG
1475
Sound View Wealth Advisors Group
Georgia
$245K +$219K +556 New