We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1451
BSW Wealth Partners
Colorado
$256K +$230K +582 New
FFN
1452
Focus Financial Network
Minnesota
$256K +$230K +582 New
GVAG
1453
Great Valley Advisor Group
Delaware
$256K +$5.13K +13 +2%
RA
1454
Ruggaard & Associates
Ohio
$256K +$1.97K +5 +0.9%
PWS
1455
Peterson Wealth Services
Utah
$254K +$228K +577 New
Kovitz Investment Group Partners
1456
Kovitz Investment Group Partners
Illinois
$254K +$228K +577 New
CMS
1457
Capital Market Strategies
Florida
$253K -$14.6K -37 -6%
CIP
1458
Convergence Investment Partners
Florida
$253K -$3.95K -10 -2%
ACA
1459
Affinity Capital Advisors
California
$252K
HCMG
1460
Howard Capital Management Group
California
$251K
JMFC
1461
J.M. Forbes & Co
Massachusetts
$251K
IWA
1462
IVC Wealth Advisors
Pennsylvania
$250K +$7.1K +18 +3%
FNT
1463
First Nebraska Trust
Nebraska
$250K +$224K +567 New
DPI
1464
Diversified Portfolios Inc
Michigan
$249K -$395 -1 -0.2%
MG
1465
Marex Group
$249K +$223K +565 New
SRAM
1466
Spouting Rock Asset Management
Pennsylvania
$249K +$223K +565 New
AWM
1467
Aprio Wealth Management
Georgia
$249K +$223K +565 New
JDR
1468
Jay D. Rosenbaum
$248K -$28.4K -72 -11%
VVP
1469
Venture Visionary Partners
Ohio
$248K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1470
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$248K +$1.18K +3 +0.5%
AFG
1471
Atomi Financial Group
New York
$246K +$221K +559 New
SIC
1472
Salem Investment Counselors
North Carolina
$245K
TW
1473
Traveka Wealth
California
$245K +$220K +557 New
SVWAG
1474
Sound View Wealth Advisors Group
Georgia
$245K +$219K +556 New
SRC
1475
Shufro Rose & Co
New York
$244K