We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
951
V Wealth Advisors
Kansas
$644K -$47.7K -110 -7%
TW
952
TrinityPoint Wealth
Connecticut
$642K +$14.3K +33 +2%
WB
953
WesBanco Bank
West Virginia
$638K -$215K -497 -25%
HCMT
954
Highland Capital Management (Tennessee)
Tennessee
$637K – – –
BCM
955
Bluefin Capital Management
New York
$637K +$650K +1,500 New
SS
956
Simplicity Solutions
Minnesota
$636K +$98.4K +227 +18%
NHC
957
Nicholas Hoffman & Company
Georgia
$635K +$433 +1 +0.1%
PFBT
958
Parkside Financial Bank & Trust
Missouri
$632K – – –
JCM
959
Jacobi Capital Management
Pennsylvania
$627K -$88K -203 -12%
PWP
960
Principle Wealth Partners
Connecticut
$625K – – –
BC
961
Bridgefront Capital
Texas
$624K -$111K -256 -15%
EP
962
Eudaimonia Partners
Tennessee
$624K +$25.1K +58 +4%
ITFISA
963
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$622K +$173K +400 +38%
SFSG
964
Sound Financial Strategies Group
Mississippi
$619K -$10.8K -25 -2%
GFP
965
Gryphon Financial Partners
Ohio
$611K +$30.8K +71 +5%
P
966
Pitcairn
Pennsylvania
$607K -$8.23K -19 -1%
HWA
967
Heritage Wealth Advisors
Virginia
$607K – – –
FC
968
Forte Capital
New York
$601K +$1.73K +4 +0.3%
WA
969
Wambolt & Associates
Colorado
$600K -$2.6K -6 -0.4%
SWPG
970
Strategic Wealth Partners Group
Illinois
$595K +$607K +1,400 New
WSTAM
971
Wilbanks Smith & Thomas Asset Management
Virginia
$594K +$2.17K +5 +0.4%
BHTS
972
Bar Harbor Trust Services
Maine
$588K – – –
MAM
973
Madison Asset Management
Wisconsin
$584K – – –
SYBT
974
Stock Yards Bank & Trust
Kentucky
$584K +$10.8K +25 +2%
OTPPB
975
Ontario Teachers' Pension Plan Board
Ontario, Canada
$578K +$126K +291 +27%
37 38
39
40 41