We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1101
Hancock Whitney
Mississippi
$720K -$20.9K -53 -3%
RAM
1102
Ramirez Asset Management
New York
$718K – – –
PFG
1103
PAX Financial Group
Texas
$717K -$76.2K -193 -11%
BWM
1104
Baron Wealth Management
Michigan
$716K +$2.76K +7 +0.4%
VCM
1105
Virtue Capital Management
Tennessee
$713K -$24.9K -63 -4%
CWM
1106
Circle Wealth Management
New Jersey
$712K -$61.2K -155 -9%
RA
1107
RiverPark Advisors
New York
$711K -$51.3K -130 -7%
FCP
1108
Fidelis Capital Partners
Florida
$709K +$78.9K +200 +14%
SPIS
1109
Steward Partners Investment Solutions
Oregon
$707K +$633K +1,605 New
PP
1110
PDS Planning
Ohio
$707K +$7.1K +18 +1%
BIC
1111
Beach Investment Counsel
Pennsylvania
$705K – – –
OP
1112
ORG Partners
Indiana
$703K +$65.1K +165 +12%
LNC
1113
Lincoln National Corp
Pennsylvania
$703K +$5.53K +14 +0.9%
KCM
1114
Kendall Capital Management
Maryland
$703K -$15.8K -40 -2%
CBT
1115
CoreFirst Bank & Trust
Kansas
$702K – – –
EP
1116
Edgestream Partners
New Jersey
$696K -$963K -2,441 -61%
BTI
1117
Blue Trust Inc
Georgia
$694K +$82.1K +208 +12%
MIM
1118
Moseley Investment Management
Florida
$691K – – –
PBCM
1119
Point Break Capital Management
Florida
$678K +$608K +1,540 New
FNBT
1120
FineMark National Bank & Trust
Florida
$677K +$5.92K +15 +1%
ECA
1121
Elevated Capital Advisors
Utah
$676K +$47.4K +120 +8%
SP
1122
Stonebrook Private
Michigan
$675K +$605K +1,532 New
BG
1123
Bollard Group
Massachusetts
$674K +$592K +1,500 +5,000%
JFGIW
1124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$674K +$291K +738 +93%
AWA
1125
Arkadios Wealth Advisors
Georgia
$671K +$34.3K +87 +6%
43 44
45
46 47