We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1576
Personal CFO Solutions
New Jersey
$332K -$10.2K -20 -3%
HA
1577
Huntleigh Advisors
Missouri
$332K -$52.6K -103 -14%
CWM
1578
Compass Wealth Management
Connecticut
$332K – – –
PPW
1579
Pasadena Private Wealth
California
$332K – – –
ACM
1580
Avalon Capital Management
California
$331K – – –
FFG
1581
Fortem Financial Group
California
$331K +$333K +652 New
UOC
1582
University of Chicago
Illinois
$330K +$332K +650 New
II
1583
Impact Investors
California
$330K -$4.6K -9 -1%
1WA
1584
180 Wealth Advisors
Washington
$330K -$19.9K -39 -6%
CWA
1585
Crux Wealth Advisors
California
$329K -$184K -361 -36%
NW
1586
Naviter Wealth
Arkansas
$327K +$10.2K +20 +3%
KFS
1587
Keynote Financial Services
Connecticut
$325K – – –
ZIM
1588
Zacks Investment Management
Illinois
$324K +$511 +1 +0.2%
V
1589
VeraBank
Texas
$324K – – –
SW
1590
Simplicity Wealth
New Jersey
$324K +$325K +637 New
WFA
1591
Wellspring Financial Advisors
Ohio
$321K +$58.3K +114 +22%
LWIC
1592
Leith Wheeler Investment Counsel
British Columbia, Canada
$320K +$322K +630 New
EFG
1593
Ethos Financial Group
Pennsylvania
$319K – – –
BIA
1594
Bell Investment Advisors
California
$318K +$2.56K +5 +0.8%
CIA
1595
Compass Ion Advisors
Pennsylvania
$318K +$4.6K +9 +1%
WMA
1596
William Mack & Associates
Michigan
$317K – – –
OP
1597
ORG Partners
Indiana
$317K -$114K -224 -27%
RFW
1598
Rainier Family Wealth
Washington
$317K -$5.11K -10 -2%
BCG
1599
Breakwater Capital Group
New Jersey
$317K +$318K +623 New
SOW
1600
State of Wyoming
Wyoming
$316K +$184K +361 +138%
62 63
64
65 66