We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
901
Chilton Investment Company
Connecticut
$2.18M +$94.8K +190 +5%
BOH
902
Bank of Hawaii
Hawaii
$2.18M -$50.9K -102 -2%
NW
903
NewEdge Wealth
Pennsylvania
$2.18M -$58.4K -117 -3%
EM
904
Excalibur Management
Massachusetts
$2.15M – – –
QWM
905
Quadcap Wealth Management
Texas
$2.14M -$19.5K -39 -1%
OTL
906
Oak Thistle LLC
New York
$2.13M +$2.02M +4,044 New
SFG
907
SevenBridge Financial Group
Pennsylvania
$2.13M +$682K +1,367 +56%
PCM
908
Parsons Capital Management
Rhode Island
$2.13M -$18K -36 -0.9%
BJL
909
Brighton Jones LLC
Washington
$2.13M +$397K +796 +25%
SAM
910
Smartleaf Asset Management
Massachusetts
$2.11M -$45.4K -91 -2%
FHA
911
Flagship Harbor Advisors
Massachusetts
$2.1M -$499 -1 -0%
BAM
912
Belpointe Asset Management
Nevada
$2.09M -$69.9K -140 -3%
RMDI
913
R.M. Davis Inc
Maine
$2.08M +$267K +534 +16%
KAM
914
Karani Asset Management
New York
$2.08M +$775K +1,552 +65%
PA
915
Profund Advisors
Maryland
$2.08M -$229K -458 -10%
FC
916
FORA Capital
Florida
$2.07M +$1.96M +3,918 New
PTC
917
Private Trust Company
Ohio
$2.04M -$12.5K -25 -0.6%
PS
918
Principal Securities
Iowa
$2.03M +$126K +252 +7%
MAM
919
Madison Asset Management
Wisconsin
$2.01M -$83.8K -168 -4%
HPIA
920
Hamilton Point Investment Advisors
North Carolina
$2.01M – – –
CS
921
CapitalatWork SA
$2M – – –
IUHSA
922
Itau Unibanco Holding S.A.
Brazil
$2M +$1.9M +3,800 New
PCM
923
Penserra Capital Management
California
$2M +$277K +555 +17%
GIA
924
Guyasuta Investment Advisors
Pennsylvania
$2M -$6.49K -13 -0.3%
LWL
925
Leo Wealth LLC
Texas
$1.99M +$1.39M +2,779 +278%
35 36
37
38 39