We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
901
First National Trust
Pennsylvania
$474K +$183K +518 +65%
EP
902
Eudaimonia Partners
Tennessee
$464K +$6.35K +18 +1%
RSS
903
Rosenblum Silverman Sutton
California
$461K – – –
RC
904
RegentAtlantic Capital
New Jersey
$457K -$47.6K -135 -10%
BDWM
905
Brewin Dolphin Wealth Management
Ireland
$455K +$117K +333 +36%
RSC
906
Red Spruce Capital
Pennsylvania
$453K +$443K +1,257 New
CCT
907
Country Club Trust
Missouri
$446K – – –
GAG
908
GM Advisory Group
New York
$444K – – –
WPW
909
Waldron Private Wealth
Pennsylvania
$444K +$51.9K +147 +14%
TAM
910
Trust Asset Management
Texas
$444K +$192K +544 +79%
WA
911
Wambolt & Associates
Colorado
$441K – – –
AW
912
Alpha Windward
Massachusetts
$440K – – –
IC
913
Intersect Capital
California
$439K +$16.9K +48 +4%
PP
914
Patten & Patten
Tennessee
$439K +$430K +1,218 New
WA
915
Wealth Alliance
New York
$438K – – –
AWM
916
Altium Wealth Management
New York
$436K +$34.2K +97 +9%
MIC
917
Meridian Investment Counsel
California
$435K – – –
PWPS
918
Pinnacle Wealth Planning Services
Ohio
$435K +$28.2K +80 +7%
EC
919
Estate Counselors
Wisconsin
$433K – – –
SBWM
920
Sunflower Bank Wealth Management
Arizona
$433K – – –
FC
921
Forte Capital
New York
$432K +$173K +489 +69%
PT
922
Plimoth Trust
Massachusetts
$427K -$14.1K -40 -3%
CL
923
CPWM LLC
Washington
$423K -$13.1K -37 -3%
ST
924
Smithfield Trust
Pennsylvania
$422K +$20.8K +59 +5%
RIM
925
Regent Investment Management
Kentucky
$421K -$15.9K -45 -4%
35 36
37
38 39