We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
1726
von Borstel & Associates
Oregon
$221K +$240K +449 New
TFS
1727
Thoroughbred Financial Services
Tennessee
$221K +$244K +455 New
WC
1728
Wynn Capital
Georgia
$221K – – –
TPF
1729
Tribridge Partners Financial
Maryland
$221K +$248K +463 New
KWA
1730
Kondo Wealth Advisors
California
$220K -$12.3K -23 -5%
RWM
1731
Rench Wealth Management
Texas
$220K +$242K +452 New
SAI
1732
Systematic Alpha Investments
New Jersey
$220K – – –
APP
1733
Avantax Planning Partners
Iowa
$218K +$30K +56 +14%
RA
1734
RFG Advisory
Alabama
$218K -$55.2K -103 -19%
FI
1735
Financial Insights
Washington
$218K +$6.96K +13 +3%
CT
1736
ClearAlpha Technologies
Connecticut
$217K +$238K +445 New
MNBTD
1737
Moody National Bank Trust Division
Texas
$216K – – –
PFA
1738
Pure Financial Advisors
California
$216K +$2.68K +5 +1%
GPI
1739
General Partner Inc
Pennsylvania
$216K – – –
SPP
1740
Single Point Partners
Massachusetts
$215K -$18.7K -35 -7%
CP
1741
Canopy Partners
Ohio
$215K -$32.1K -60 -12%
LWM
1742
Lionshead Wealth Management
New York
$215K +$236K +441 New
FPW
1743
Flywheel Private Wealth
California
$214K – – –
VBCG
1744
Valley Brook Capital Group
Pennsylvania
$214K +$8.03K +15 +4%
CF
1745
Claris Financial
Virginia
$214K +$235K +439 New
DWM
1746
Daner Wealth Management
Georgia
$213K +$241K +450 New
NPT
1747
National Philanthropic Trust
Pennsylvania
$212K +$233K +436 New
FI
1748
FWG Investments
Kentucky
$212K -$62.6K -117 -21%
PAS
1749
Parsonex Advisory Services
Colorado
$212K -$8.03K -15 -3%
MLL
1750
Moody Lynn & Lieberson
Massachusetts
$212K -$535 -1 -0.2%
68 69
70
71 72