We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1701
Anchyra Partners
Georgia
$287K +$272K +549 New
OP
1702
ORG Partners
Indiana
$287K -$141K -284 -34%
FA
1703
Financial Alternatives
California
$286K – – –
MA
1704
MONECO Advisors
Connecticut
$286K -$7.92K -16 -3%
SDWMA
1705
Schneider Downs Wealth Management Advisors
Pennsylvania
$285K – – –
SC
1706
Sapient Capital
Indiana
$284K +$266K +538 New
PB
1707
Prosperity Bancshares
Texas
$283K +$268K +542 New
CWP
1708
Curated Wealth Partners
California
$283K +$268K +541 New
MIM
1709
Meridiem Investment Management
United Kingdom
$282K – – –
KWA
1710
Kingswood Wealth Advisors
California
$281K -$362K -732 -58%
GA
1711
Greenspring Advisors
Maryland
$280K +$52K +105 +24%
BOJHT
1712
Bank of Jackson Hole Trust
Wyoming
$280K +$49.5K +100 +23%
GA
1713
Goldstein Advisors
Wisconsin
$279K +$1.48K +3 +0.6%
CPA
1714
Capital Performance Advisors
California
$278K +$8.91K +18 +3%
PCMC
1715
Paragon Capital Management (Colorado)
Colorado
$278K – – –
ACH
1716
ArrowMark Colorado Holdings
Colorado
$277K – – –
RCG
1717
Ruane, Cunniff & Goldfarb
New York
$277K – – –
BGCP
1718
Bristol Gate Capital Partners
Ontario, Canada
$277K – – –
AFW
1719
Avantra Family Wealth
Pennsylvania
$277K +$3.96K +8 +2%
HC
1720
Hamilton Capital
Ohio
$277K +$262K +530 New
EFS
1721
Essex Financial Services
Connecticut
$276K +$24.7K +50 +10%
PWM
1722
Partners Wealth Management
California
$275K – – –
DBIA
1723
Dumont & Blake Investment Advisors
New Jersey
$273K – – –
ATS
1724
Ashton Thomas Securities
New York
$273K +$7.42K +15 +3%
HA
1725
Huntleigh Advisors
Missouri
$272K -$11.9K -24 -4%
67 68
69
70 71