We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
826
SevenBridge Financial Group
Pennsylvania
$91K – – –
JCM
827
Jacobi Capital Management
Pennsylvania
$88K +$52K +252 +126%
PCG
828
Private Capital Group
Connecticut
$81K – – –
ML
829
McAdam LLC
Pennsylvania
$78K -$1.24K -6 -1%
THWM
830
Taylor Hoffman Wealth Management
Virginia
$69K – – –
FC
831
Ferris Capital
Massachusetts
$64K – – –
AAP
832
Arax Advisory Partners
Colorado
$63K -$28.9K -140 -30%
ARMC
833
American Research & Management Company
Massachusetts
$59K – – –
PCP
834
Proficio Capital Partners
Massachusetts
$57K -$1.65K -8 -3%
FGAM
835
Financial Gravity Asset Management
Texas
$57K +$64.8K +314 +2,093%
VIA
836
Vantage Investment Advisors
Pennsylvania
$56K +$29.9K +145 +104%
WB
837
Webster Bank
Connecticut
$54K – – –
IFAM
838
Institutional & Family Asset Management
Colorado
$54K +$22.9K +111 +68%
WPA
839
West Paces Advisors
Georgia
$52.4K – – –
GWM
840
Geneos Wealth Management
Colorado
$52K +$3.3K +16 +6%
EA
841
Elm Advisors
California
$52K +$54.7K +265 New
SWP
842
Stratos Wealth Partners
Ohio
$51K +$54.1K +262 New
FPFS
843
First Personal Financial Services
North Carolina
$50K +$19.2K +93 +57%
TWA
844
TCI Wealth Advisors
Arizona
$49K – – –
QAM
845
QCI Asset Management
New York
$48K – – –
PFBT
846
Parkside Financial Bank & Trust
Missouri
$45K +$413 +2 +0.9%
ZB
847
Zions Bancorporation
Utah
$40K +$1.03K +5 +3%
GAM
848
Gemmer Asset Management
California
$39K -$14.2K -69 -26%
GCM
849
Gables Capital Management
Florida
$39K – – –
BGIM
850
Brandywine Global Investment Management
Pennsylvania
$38K – – –
32 33
34
35 36