We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1601
Innova Wealth Partners
Pennsylvania
$294K +$39K +84 +14%
FWA
1602
FSM Wealth Advisors
Ohio
$293K -$62.2K -134 -16%
HBT
1603
Heartland Bank & Trust
Illinois
$293K -$30.6K -66 -9%
PFA
1604
Pure Financial Advisors
California
$292K +$20.4K +44 +7%
CT
1605
Chicago Trust
Illinois
$291K -$59.4K -128 -16%
BWP
1606
Burling Wealth Partners
Illinois
$290K -$419K -902 -57%
ATS
1607
Ashton Thomas Securities
New York
$287K +$70.6K +152 +29%
EP
1608
Essential Partners
California
$286K -$112K -242 -26%
OQS
1609
Occudo Quantitative Strategies
Florida
$286K +$308K +663 New
IAS
1610
Insigneo Advisory Services
Florida
$286K -$111K -239 -26%
EGWAG
1611
Elwood & Goetz Wealth Advisory Group
Georgia
$286K +$18.6K +40 +6%
PWP
1612
Phillips Wealth Planners
Mississippi
$285K -$26.5K -57 -8%
RBC
1613
Romano Brothers & Co
Illinois
$285K -$9.29K -20 -3%
KWA
1614
Kingswood Wealth Advisors
California
$285K +$61.3K +132 +25%
Koshinski Asset Management
1615
Koshinski Asset Management
Illinois
$284K +$49.7K +107 +19%
CWM
1616
Cornerstone Wealth Management
Missouri
$283K +$16.2K +35 +6%
BOH
1617
Bank of Hawaii
Hawaii
$283K -$1.52M -3,276 -83%
TFS
1618
Targeted Financial Services
Florida
$283K
AO
1619
Advisor OS
Illinois
$282K +$14.9K +32 +5%
WANY
1620
Wealthspire Advisors (New York)
New York
$282K -$571K -1,229 -65%
SIA
1621
SGL Investment Advisors
Montana
$282K +$6.96K +15 +2%
SWM
1622
Sculati Wealth Management
Michigan
$280K
MW
1623
MBL Wealth
North Carolina
$279K +$305K +657 New
TFA
1624
Teamwork Financial Advisors
Texas
$279K -$13.4M -28,832 -98%
SP
1625
Stablepoint Partners
Massachusetts
$279K