We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1076
EPG Wealth Management
Georgia
$569K +$355K +1,010 +158%
BC
1077
Bowman & Company
Wisconsin
$564K +$53.1K +151 +10%
BWM
1078
Baron Wealth Management
Michigan
$563K +$5.63K +16 +1%
BWP
1079
Balboa Wealth Partners
Arizona
$561K -$195K -555 -25%
EAM
1080
Empirical Asset Management
Massachusetts
$559K +$40.1K +114 +8%
LCWP
1081
Legacy Capital Wealth Partners
Arkansas
$555K +$567K +1,610 New
BIC
1082
Beach Investment Counsel
Pennsylvania
$552K – – –
LFG
1083
Lazard Frères Gestion
France
$548K +$35.2K +100 +7%
RIA
1084
Regal Investment Advisors
Michigan
$548K +$164K +467 +42%
ITFISA
1085
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$546K – – –
BOM
1086
Bank of Marin
California
$544K – – –
PA
1087
Pinnacle Associates
New York
$542K +$79.5K +226 +17%
MIM
1088
Moseley Investment Management
Florida
$541K – – –
BTWM
1089
Baker Tilly Wealth Management
Wisconsin
$539K -$124K -351 -18%
IFU
1090
iSAM Funds (UK)
United Kingdom
$537K +$548K +1,557 New
RB
1091
Rodgers Brothers
Pennsylvania
$536K -$8.8K -25 -2%
SIG
1092
Stonegate Investment Group
Alabama
$534K -$14.1K -40 -3%
FNBT
1093
FineMark National Bank & Trust
Florida
$534K +$51.7K +147 +10%
BC
1094
Bridgefront Capital
Texas
$532K +$119K +338 +28%
MLA
1095
My Legacy Advisors
Oregon
$532K +$18.3K +52 +3%
HPM
1096
Hoxton Planning & Management
West Virginia
$529K +$10.6K +30 +2%
IWP
1097
Icon Wealth Partners
Texas
$529K +$540K +1,533 New
CA
1098
Claro Advisors
Massachusetts
$526K +$52.4K +149 +11%
MPM
1099
Meritage Portfolio Management
Kansas
$522K -$374K -1,063 -41%
DTC
1100
Davidson Trust Company
Washington
$518K +$6.69K +19 +1%
42 43
44
45 46