We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1626
RFG Advisory
Alabama
$290K -$11K -22 -4%
CMBA
1627
C.M. Bidwell & Associates
Hawaii
$289K -$65.9K -132 -19%
VFG
1628
Victory Financial Group
Texas
$289K +$35.4K +71 +15%
FA
1629
Financial Alternatives
California
$289K – – –
AFW
1630
Avantra Family Wealth
Pennsylvania
$289K +$14.5K +29 +6%
BCM
1631
Brookstone Capital Management
Illinois
$288K +$19K +38 +7%
WF
1632
Wayfinding Financial
Washington
$287K -$20K -40 -7%
AWM
1633
Aviso Wealth Management
Washington
$285K +$14K +28 +5%
MIM
1634
Meridiem Investment Management
United Kingdom
$285K – – –
WCM
1635
Wedge Capital Management
North Carolina
$283K -$25.5K -51 -9%
GKWIM
1636
Gerber Kawasaki Wealth & Investment Management
California
$282K +$16.5K +33 +7%
SLA
1637
Silver Lake Advisory
Utah
$281K +$499 +1 +0.2%
PCMC
1638
Paragon Capital Management (Colorado)
Colorado
$281K – – –
RCG
1639
Ruane, Cunniff & Goldfarb
New York
$280K – – –
PJWM
1640
Philip James Wealth Mangement
Georgia
$280K +$6.49K +13 +3%
BAM
1641
Blueshift Asset Management
New Jersey
$279K +$265K +530 New
CFP
1642
Cascade Financial Partners
California
$279K – – –
EFSCE
1643
Enterprise Financial Services Corp (EFSC)
Missouri
$279K +$6.49K +13 +3%
AAMU
1644
AEGON Asset Management (UK)
United Kingdom
$278K +$45.9K +92 +21%
HI
1645
Hendershot Investments
Virginia
$278K – – –
MA
1646
Mezzasalma Advisors
New Jersey
$278K – – –
WI
1647
WrapManager Inc
California
$277K -$11K -22 -4%
BFA
1648
Bragg Financial Advisors
North Carolina
$277K +$2K +4 +0.8%
G
1649
GenTrust
Florida
$276K -$102K -205 -28%
DBIA
1650
Dumont & Blake Investment Advisors
New Jersey
$276K – – –
64 65
66
67 68