We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1201
Moors & Cabot
Massachusetts
$918K -$121K -244 -12%
SRS
1202
Strong Retirement Solutions
Washington
$913K +$864K +1,747 New
SMA
1203
Seven Mile Advisory
New Jersey
$912K +$541K +1,094 +168%
TSMHT
1204
Thurston Springer Miller Herd & Titak
Indiana
$911K +$604K +1,221 +233%
BOSSRA
1205
B.O.S.S. Retirement Advisors
Utah
$910K -$1.15M -2,323 -57%
BHWM
1206
Bar Harbor Wealth Management
New Hampshire
$910K -$6.93K -14 -0.8%
ST
1207
Spinnaker Trust
Maine
$910K – – –
RA
1208
RiverPark Advisors
New York
$909K -$61.8K -125 -7%
NPT
1209
National Philanthropic Trust
Pennsylvania
$906K +$642K +1,297 +297%
DTC
1210
Davidson Trust Company
Washington
$903K +$11.9K +24 +1%
SPC
1211
Spirepoint Private Client
Florida
$893K +$990 +2 +0.1%
EV
1212
EJMK Ventures
Illinois
$892K +$845K +1,707 New
FAL
1213
Focused Alpha LLC
Colorado
$892K +$844K +1,706 New
IDBONY
1214
Israel Discount Bank of New York
New York
$888K – – –
WPC
1215
Waters Parkerson & Co
Louisiana
$888K – – –
IWA
1216
Invera Wealth Advisors
Oregon
$888K -$12.9K -26 -2%
EP
1217
Edgestream Partners
New Jersey
$887K -$354K -715 -30%
CWA
1218
CM Wealth Advisors
Ohio
$885K +$838K +1,693 New
AIA
1219
AssuredPartners Investment Advisors
Florida
$884K +$407K +823 +95%
OHWP
1220
Oak Harbor Wealth Partners
North Carolina
$882K +$82.1K +166 +11%
PCM
1221
Penserra Capital Management
California
$882K -$1.07M -2,154 -56%
AIM
1222
Arcadia Investment Management
Michigan
$880K +$1.48K +3 +0.2%
CNBT
1223
Canandaigua National Bank & Trust
New York
$872K -$614K -1,241 -43%
PCM
1224
Permanent Capital Management
Illinois
$871K -$15.3K -31 -2%
FCM
1225
Fortis Capital Management
Washington
$866K -$19.8K -40 -2%
47 48
49
50 51