SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1226
Everett Harris & Co
California
$698K – – –
CIA
1227
Capital Investment Advisors
Georgia
$693K -$79.4K -171 -9%
RA
1228
RiverPark Advisors
New York
$691K -$53.4K -115 -7%
VFA
1229
Voya Financial Advisors
Connecticut
$690K -$37.1K -80 -4%
CNC
1230
Canandaigua National Corp
New York
$689K +$752K +1,620 New
CWA
1231
CM Wealth Advisors
Ohio
$688K -$35.3K -76 -4%
HW
1232
Hancock Whitney
Mississippi
$686K +$31.1K +67 +4%
CAMG
1233
CWA Asset Management Group
Florida
$685K -$243K -523 -25%
CT
1234
ClearAlpha Technologies
Connecticut
$685K +$748K +1,611 New
NCM
1235
Northside Capital Management
Oregon
$684K -$115K -248 -13%
GFG
1236
Goldstone Financial Group
Illinois
$683K -$6.5K -14 -0.9%
VAS
1237
Valicenti Advisory Services
New York
$681K – – –
KWM
1238
Keebeck Wealth Management
Illinois
$679K -$507K -1,091 -41%
BWP
1239
BSW Wealth Partners
Colorado
$676K -$158K -340 -18%
CAM
1240
Cozad Asset Management
Illinois
$675K -$577K -1,242 -44%
SIG
1241
Sky Investment Group
Connecticut
$673K +$735K +1,583 New
IWA
1242
Invera Wealth Advisors
Oregon
$673K -$54.3K -117 -7%
CIM
1243
Cambria Investment Management
California
$672K +$147K +317 +25%
MIM
1244
Moseley Investment Management
Florida
$669K – – –
IWM
1245
IHT Wealth Management
Illinois
$668K -$8.36K -18 -1%
CAI
1246
Capital Advisors Inc
Oklahoma
$668K +$117K +253 +19%
SL
1247
SFM LLC
New Hampshire
$667K +$2.32K +5 +0.3%
TW
1248
ticino wealth
California
$666K +$262K +564 +63%
FCM
1249
Fortis Capital Management
Washington
$664K -$44.6K -96 -6%
FAL
1250
Focused Alpha LLC
Colorado
$661K -$70.1K -151 -9%
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