We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
701
WealthPLAN Partners
Nebraska
$3.4M +$168K +392 +5%
LJAC
702
L.J. Altfest & Co
New York
$3.38M +$4.72K +11 +0.1%
WJWM
703
Williams Jones Wealth Management
New York
$3.38M +$42.9K +100 +1%
FDS
704
Freedom Day Solutions
Texas
$3.36M +$95.2K +222 +3%
TCM
705
Twin Capital Management
Pennsylvania
$3.36M -$8.15K -19 -0.3%
MCB
706
Morton Community Bank
Illinois
$3.35M +$174K +405 +6%
NO
707
Ninety One
South Africa
$3.35M – – –
BFM
708
Boston Financial Management
Massachusetts
$3.34M +$121K +283 +4%
NC
709
Northcape Capital
Australia
$3.34M -$355K -828 -10%
PGIM
710
Pacific Global Investment Management
California
$3.33M -$743K -1,732 -19%
RWM
711
Ritholtz Wealth Management
New York
$3.31M +$509K +1,187 +19%
SC
712
Settian Capital
New York
$3.31M – – –
MCM
713
Moore Capital Management
New York
$3.28M +$704K +1,641 +29%
LFS
714
Legacy Financial Strategies
Kansas
$3.27M +$284K +662 +10%
S
715
SignatureFD
Georgia
$3.24M +$115K +269 +4%
FFA
716
First Foundation Advisors
California
$3.23M +$218K +508 +8%
SCM
717
Shelton Capital Management
Colorado
$3.22M – – –
CIA
718
Concurrent Investment Advisors
Florida
$3.22M +$143K +334 +5%
IMCOOI
719
Investment Management Corp of Ontario (IMCO)
Canada
$3.2M +$815K +1,900 +36%
PCIA
720
Prime Capital Investment Advisors
Kansas
$3.19M -$247K -575 -7%
TPA
721
Trivium Point Advisory
Connecticut
$3.18M +$382K +890 +14%
PFS
722
Prospera Financial Services
Texas
$3.13M -$155K -361 -5%
BCP
723
Bluegrass Capital Partners
Florida
$3.12M – – –
WSC
724
Wellington Shields & Co
New York
$3.12M – – –
FWM
725
Fortress Wealth Management
California
$3.11M +$3K +7 +0.1%
27 28
29
30 31