We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
1801
Uniting Wealth Partners
Kansas
$241K +$228K +461 New
CFA
1802
CWS Financial Advisors
Michigan
$240K +$228K +460 New
WF
1803
Wayfinding Financial
Washington
$240K -$25.7K -52 -10%
CMP
1804
Courage Miller Partners
Virginia
$239K -$67.8K -137 -23%
PFM
1805
Patton Fund Management
Texas
$239K – – –
MWM
1806
Marion Wealth Management
Pennsylvania
$239K +$222K +448 New
JRPIM
1807
Journey Retirement Planning & Investment Management
Idaho
$239K +$226K +456 New
NPFS
1808
Novak & Powell Financial Services
Florida
$239K -$4.45K -9 -2%
DMBA
1809
Deseret Mutual Benefit Administrators
Utah
$238K – – –
MEG
1810
Millstone Evans Group
Colorado
$237K – – –
KWA
1811
Kondo Wealth Advisors
California
$237K +$495 +1 +0.2%
TFS
1812
Thoroughbred Financial Services
Tennessee
$237K – – –
UAG
1813
United Advisor Group
Ohio
$236K -$9.9K -20 -4%
SAI
1814
Systematic Alpha Investments
New Jersey
$236K – – –
CC
1815
Courier Capital
New York
$236K +$223K +451 New
MR
1816
Munich Reinsurance
$235K -$2.43M -4,913 -92%
EFMH
1817
E Fund Management (HK)
Hong Kong
$235K +$219K +443 +22,150%
APP
1818
Avantax Planning Partners
Iowa
$234K – – –
PCMNC
1819
Piedmont Capital Management (North Carolina)
North Carolina
$234K +$222K +448 New
CCG
1820
Catalina Capital Group
California
$234K -$6.93K -14 -3%
WC
1821
Wynn Capital
Georgia
$233K -$3.96K -8 -2%
NSG
1822
Nalls Sherbakoff Group
Tennessee
$233K -$14.8K -30 -6%
MNBTD
1823
Moody National Bank Trust Division
Texas
$232K – – –
GPI
1824
General Partner Inc
Pennsylvania
$232K – – –
BWM
1825
BCS Wealth Management
Tennessee
$231K +$219K +442 New
71 72
73
74 75