We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
1551
Dumont & Blake Investment Advisors
New Jersey
$239K -$67.2K -155 -22%
EFG
1552
Ethos Financial Group
Pennsylvania
$237K +$6.07K +14 +3%
WANY
1553
Wealthspire Advisors (New York)
New York
$236K -$85K -196 -26%
PWA
1554
Physician Wealth Advisors
Utah
$236K +$251K +578 New
AGM
1555
Alpine Global Management
New York
$235K +$240K +553 New
AP
1556
Adero Partners
California
$235K -$29.5K -68 -11%
SLA
1557
Silver Lake Advisory
Utah
$235K +$239K +552 New
VVP
1558
Venture Visionary Partners
Ohio
$235K -$4.33K -10 -2%
CAMV
1559
Concord Asset Management (Virginia)
Virginia
$234K +$12.6K +29 +6%
CP
1560
Coho Partners
Pennsylvania
$234K -$260K -600 -52%
BFG
1561
Bouchey Financial Group
New York
$233K – – –
FA
1562
Financial Alternatives
California
$233K – – –
SVWAG
1563
Sound View Wealth Advisors Group
Georgia
$233K -$3.9K -9 -2%
PSP
1564
Principal Street Partners
Tennessee
$232K +$3.47K +8 +2%
WIC
1565
Wilkins Investment Counsel
Massachusetts
$228K +$232K +535 New
GVAG
1566
Great Valley Advisor Group
Delaware
$228K -$19.5K -45 -8%
RCG
1567
Ruane, Cunniff & Goldfarb
New York
$226K – – –
FBB
1568
Fulton Breakefield Broenniman
Maryland
$225K -$2.17K -5 -0.9%
AWM
1569
Aviso Wealth Management
Washington
$223K +$13.4K +31 +6%
FP
1570
Financial Perspectives
Minnesota
$221K -$433 -1 -0.2%
BFA
1571
Bragg Financial Advisors
North Carolina
$221K +$26.9K +62 +14%
WTB
1572
Washington Trust Bank
Washington
$221K +$225K +519 New
JSW
1573
Journey Strategic Wealth
New Jersey
$220K -$14.7K -34 -6%
FOA
1574
Five Oceans Advisors
California
$220K – – –
PB
1575
Pinnacle Bancorp
Nebraska
$219K – – –
61 62
63
64 65