We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
951
Deseret Mutual Benefit Administrators
Utah
$818K +$22K +48 +3%
DTC
952
Davidson Trust Company
Washington
$816K -$21K -46 -3%
FCH
953
Freestone Capital Holdings
Washington
$812K +$384K +840 +95%
IDBONY
954
Israel Discount Bank of New York
New York
$807K – – –
WP
955
WealthSource Partners
California
$806K +$85.5K +187 +12%
HI
956
Horizon Investments
North Carolina
$803K +$67.2K +147 +9%
FDCC
957
Foster Dykema Cabot & Co
Massachusetts
$802K – – –
NB
958
NBT Bank
New York
$802K – – –
WPC
959
Waters Parkerson & Co
Louisiana
$802K – – –
QI
960
Qtron Investments
Massachusetts
$800K – – –
LIM
961
Leavell Investment Management
Alabama
$799K – – –
WPW
962
Waldron Private Wealth
Pennsylvania
$798K +$457 +1 +0.1%
AIM
963
Arcadia Investment Management
Michigan
$793K – – –
MCS
964
Metatron Capital SICAV
Malta
$793K +$769K +1,680 New
ST
965
Spinnaker Trust
Maine
$787K – – –
TWI
966
Thomas White International
Illinois
$778K – – –
EN1L
967
Engine No 1 LLC
California
$778K +$165K +360 +28%
MWP
968
Meridian Wealth Partners
Pennsylvania
$776K +$3.2K +7 +0.4%
TW
969
Transform Wealth
Colorado
$775K -$87.8K -192 -10%
OTPPB
970
Ontario Teachers' Pension Plan Board
Ontario, Canada
$771K +$125K +274 +20%
TCOO
971
Trust Company of Oklahoma
Oklahoma
$767K +$8.23K +18 +1%
GWAM
972
Guardian Wealth Advisors (Minnesota)
Minnesota
$767K +$7.32K +16 +1%
SWA
973
Sutton Wealth Advisors
Florida
$765K – – –
JSC
974
Jackson Square Capital
California
$762K – – –
WS
975
Wedbush Securities
California
$761K -$225K -491 -23%
37 38
39
40 41