We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1451
Clear Trail Advisors
Texas
$494K +$468K +945 New
PJWM
1452
Philip James Wealth Mangement
Georgia
$493K +$42.6K +86 +10%
SFO
1453
Stenger Family Office
Illinois
$492K -$765K -1,546 -62%
EWA
1454
Eagle Wealth Advisors
Connecticut
$491K +$465K +940 New
IIL
1455
Income Insurance Ltd
$491K +$465K +940 New
WWM
1456
Wolff Wiese Magana
California
$490K +$2.47K +5 +0.5%
SYBT
1457
Stock Yards Bank & Trust
Kentucky
$489K +$1.48K +3 +0.3%
DT
1458
Diversified Trust
Tennessee
$489K +$51.5K +104 +13%
CAMV
1459
Concord Asset Management (Virginia)
Virginia
$488K +$20.3K +41 +5%
WMA
1460
West Michigan Advisors
Michigan
$487K +$3.46K +7 +0.8%
BWP
1461
Balboa Wealth Partners
Arizona
$487K -$7.92K -16 -2%
FIB
1462
First Interstate Bank
Montana
$486K -$990 -2 -0.2%
TF
1463
Tenon Financial
New Jersey
$485K – – –
ST
1464
Smithfield Trust
Pennsylvania
$483K -$148K -300 -25%
OL
1465
OneFund LLC
Florida
$482K +$24.2K +49 +6%
AFT
1466
Alpha Family Trust
California
$481K – – –
EP
1467
Essential Partners
California
$478K +$4.95K +10 +1%
VAG
1468
VisionPoint Advisory Group
Texas
$477K -$106K -215 -19%
ESC
1469
Eurizon SLJ Capital
$477K +$451K +912 New
IAS
1470
Insigneo Advisory Services
Florida
$476K -$56.4K -114 -11%
LOWM
1471
Laurel Oak Wealth Management
New Jersey
$476K +$450K +910 New
CG
1472
Cynosure Group
Utah
$476K +$40.1K +81 +10%
SB
1473
Strategic Blueprint
Georgia
$474K -$990 -2 -0.2%
AI
1474
AdvisorShares Investments
Maryland
$470K +$445K +900 New
PFG
1475
PAX Financial Group
Texas
$469K -$29.2K -59 -6%
57 58
59
60 61