We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
876
Roundview Capital
New Jersey
$1.97M -$1.35M -3,188 -40%
PI
877
PineBridge Investments
New York
$1.97M +$1.1M +2,598 +116%
GFP
878
Gryphon Financial Partners
Ohio
$1.97M +$418K +990 +26%
IB
879
Intrust Bank
Kansas
$1.97M -$205K -486 -9%
NC
880
Northcape Capital
Australia
$1.97M -$622K -1,474 -23%
TNA
881
True North Advisors
Texas
$1.96M -$103K -244 -5%
MAM
882
Madison Asset Management
Wisconsin
$1.94M +$492K +1,166 +32%
TSS
883
Two Sigma Securities
New York
$1.93M +$2M +4,737 New
WC
884
Westerkirk Capital
$1.93M – – –
EH
885
Equitable Holdings
New York
$1.93M -$148K -350 -7%
AWA
886
Aaron Wealth Advisors
Illinois
$1.92M +$317K +751 +18%
FNBOO
887
First National Bank of Omaha
Nebraska
$1.91M +$41K +97 +2%
PWM
888
Perigon Wealth Management
California
$1.9M -$46.5K -110 -2%
SWM
889
Sendero Wealth Management
Texas
$1.9M +$1.32M +3,135 +205%
RFA
890
Resurgent Financial Advisors
Georgia
$1.9M +$347K +821 +21%
WCM
891
Whitener Capital Management
North Carolina
$1.88M +$3.8K +9 +0.2%
MIA
892
MMBG Investment Advisors
Florida
$1.86M – – –
HBT
893
Hills Bank & Trust
Iowa
$1.85M -$28.7K -68 -1%
PA
894
PFG Advisors
Arizona
$1.83M – – –
HA
895
Herold Advisors
New York
$1.82M -$21.1K -50 -1%
GWMR
896
GC Wealth Management RIA
Massachusetts
$1.82M -$467K -1,105 -20%
TC
897
TownSquare Capital
Utah
$1.82M -$68.8K -163 -4%
OIA
898
OneDigital Investment Advisors
Kansas
$1.81M -$146K -346 -7%
IWA
899
Icon Wealth Advisors
Texas
$1.81M +$632K +1,496 +51%
WF
900
Welch & Forbes
Massachusetts
$1.8M +$14.4K +34 +0.8%
34 35
36
37 38