We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
1601
Victory Financial Group
Texas
$285K +$19.8K +37 +7%
PSP
1602
Principal Street Partners
Tennessee
$283K -$311K -581 -50%
IWN
1603
Independent Wealth Network
Iowa
$282K +$1.07K +2 +0.3%
BFG
1604
Bouchey Financial Group
New York
$282K -$3.21K -6 -1%
CWG
1605
Cornerstone Wealth Group
North Carolina
$281K – – –
BIA
1606
Bell Investment Advisors
California
$280K +$535 +1 +0.2%
MIP
1607
Marietta Investment Partners
Wisconsin
$280K +$3.21K +6 +1%
SIC
1608
Salem Investment Counselors
North Carolina
$280K -$11.2K -21 -4%
SW
1609
StrongBox Wealth
Missouri
$280K – – –
GKWIM
1610
Gerber Kawasaki Wealth & Investment Management
California
$280K +$21.4K +40 +7%
ANTB
1611
AMG National Trust Bank
Colorado
$279K – – –
PP
1612
Patten & Patten
Tennessee
$279K – – –
AC
1613
Attessa Capital
Arizona
$278K -$45.5K -85 -13%
KFS
1614
Keynote Financial Services
Connecticut
$277K – – –
KLCM
1615
KG&L Capital Management
Louisiana
$276K -$30.5K -57 -9%
SIM
1616
Stratos Investment Management
Ohio
$276K +$33.2K +62 +12%
EW
1617
Elyxium Wealth
California
$275K +$5.89K +11 +2%
MA
1618
MONECO Advisors
Connecticut
$274K -$59.4K -111 -16%
MA
1619
MJP Associates
Connecticut
$273K -$117K -218 -28%
ACA
1620
Affinity Capital Advisors
California
$273K – – –
EWS
1621
Eagle Wealth Strategies
New Jersey
$273K +$33.2K +62 +12%
FWIA
1622
Fort Washington Investment Advisors
Ohio
$273K +$89.4K +167 +42%
CMF
1623
Counterpoint Mutual Funds
California
$273K +$300K +560 New
OAM
1624
Occidental Asset Management
California
$272K +$1.61K +3 +0.5%
HAS
1625
HBW Advisory Services
California
$270K +$33.7K +63 +13%
63 64
65
66 67