We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
601
Everence Capital Management
Indiana
$3.62M +$494K +1,500 +16%
BC
602
Brookfield Corp
Ontario, Canada
$3.61M +$3.55M +10,778 New
DGAM
603
Desjardins Global Asset Management
Quebec, Canada
$3.58M -$251K -760 -7%
OQS
604
Occudo Quantitative Strategies
Florida
$3.55M -$1.37M -4,150 -28%
PFO
605
Pathstone Family Office
New Jersey
$3.55M +$2.34M +7,114 +65%
RWP
606
Ridgecrest Wealth Partners
California
$3.54M – – –
NMIMC
607
Northwestern Mutual Investment Management Company
Wisconsin
$3.5M -$731K -2,218 -18%
BFA
608
Brendel Financial Advisors
New Hampshire
$3.48M +$3.21M +9,725 +1,430%
CCM
609
Carderock Capital Management
Maryland
$3.48M +$816K +2,474 +31%
EA
610
Ellsworth Advisors
Ohio
$3.47M -$272K -825 -8%
LGF
611
LGT Group Foundation
Liechtenstein
$3.46M +$2.28M +6,931 +203%
GIA
612
GHP Investment Advisors
Colorado
$3.42M -$233K -707 -6%
ECM
613
ExodusPoint Capital Management
New York
$3.42M -$4.31M -13,065 -56%
ASN
614
Advisory Services Network
Georgia
$3.4M -$175K -531 -5%
DI
615
Diligent Investors
California
$3.4M -$16.5K -50 -0.5%
CF
616
Centaurus Financial
California
$3.37M -$73.2K -222 -2%
ATPW
617
Ashton Thomas Private Wealth
Arizona
$3.37M -$50.1K -152 -1%
RA
618
Rockingstone Advisors
Massachusetts
$3.35M +$3.3M +10,014 New
HLCM
619
Hickory Lane Capital Management
New York
$3.35M +$659K +2,000 +25%
OCM
620
Olstein Capital Management
New York
$3.35M +$494K +1,500 +18%
PGIM
621
Pacific Global Investment Management
California
$3.33M +$3.3K +10 +0.1%
CAM
622
Cozad Asset Management
Illinois
$3.3M -$1.49M -4,523 -31%
S
623
swisspartners
Liechtenstein
$3.3M +$305K +924 +10%
SSB
624
Sandy Spring Bank
Maryland
$3.29M -$49.1K -149 -1%
PWP
625
Private Wealth Partners
California
$3.26M +$3.2M +9,719 New
23 24
25
26 27