We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1576
Darwin Wealth Management
Florida
$272K -$14.8K -30 -5%
AWM
1577
Aviso Wealth Management
Washington
$270K -$13.9K -28 -5%
SWA
1578
SFMG Wealth Advisors
Texas
$270K +$7.42K +15 +3%
TCOT
1579
Trust Company of Toledo
Ohio
$269K +$14.8K +30 +6%
ZIM
1580
Zacks Investment Management
Illinois
$269K +$258K +521 New
FP
1581
Financial Perspectives
Minnesota
$268K – – –
BFA
1582
Bragg Financial Advisors
North Carolina
$267K +$2.97K +6 +1%
MTC
1583
McDaniel Terry & Co
Texas
$266K – – –
SAF
1584
Smith Anglin Financial
Texas
$265K +$17.3K +35 +7%
SWM
1585
Scissortail Wealth Management
Oklahoma
$264K -$239K -482 -99%
GFG
1586
Goldstone Financial Group
Illinois
$264K +$252K +510 New
FIM
1587
Freedom Investment Management
Connecticut
$264K -$26.2K -53 -9%
WCM
1588
Wedge Capital Management
North Carolina
$263K +$252K +509 New
VVP
1589
Venture Visionary Partners
Ohio
$261K -$19.8K -40 -7%
GF
1590
GGM Financials
Ohio
$261K +$495 +1 +0.2%
CAM
1591
Claret Asset Management
Quebec, Canada
$261K +$990 +2 +0.4%
IWN
1592
Independent Wealth Network
Iowa
$260K -$3.96K -8 -2%
WIA
1593
Wetzel Investment Advisors
Indiana
$260K +$41.1K +83 +20%
EWS
1594
Eagle Wealth Strategies
New Jersey
$260K +$249K +503 New
TIA
1595
Traphagen Investment Advisors
New Jersey
$259K +$990 +2 +0.4%
IIM
1596
Ipswich Investment Management
Massachusetts
$259K – – –
AI
1597
Accredited Investors
Minnesota
$259K +$248K +501 New
SCP
1598
Stamos Capital Partners
California
$258K -$332K -670 -57%
LWMM
1599
Legacy Wealth Management (Mississippi)
Mississippi
$258K -$52K -105 -17%
APW
1600
Aurora Private Wealth
New Jersey
$258K – – –
62 63
64
65 66