SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1251
Ebert Capital Management
California
$660K +$108K +233 +18%
NPT
1252
National Philanthropic Trust
Pennsylvania
$659K -$85.4K -184 -11%
MCM
1253
Militia Capital Management
Texas
$657K +$717K +1,545 New
AAMU
1254
AEGON Asset Management (UK)
United Kingdom
$653K +$46.4K +100 +7%
IPW
1255
Impact Partnership Wealth
Georgia
$651K +$9.75K +21 +1%
SWM
1256
Sendero Wealth Management
Texas
$650K +$709K +1,528 New
NHT
1257
New Hampshire Trust
New Hampshire
$649K +$20K +43 +3%
CCA
1258
Conestoga Capital Advisors
Pennsylvania
$647K – – –
FBT
1259
First Bank & Trust
South Dakota
$647K -$305K -657 -30%
NRW
1260
Nova R Wealth
Kansas
$646K +$4.64K +10 +0.7%
SI
1261
Seeds Investor
New York
$642K -$238K -513 -25%
AWE
1262
Avidian Wealth Enterprises
Texas
$642K +$415K +894 +145%
OWA
1263
Opal Wealth Advisors
New York
$641K -$28.8K -62 -4%
APW
1264
Aventura Private Wealth
Florida
$638K -$20K -43 -3%
AW
1265
Alteri Wealth
California
$637K +$24.1K +52 +4%
OWP
1266
Obermeyer Wealth Partners
Colorado
$636K -$4.18K -9 -0.6%
JWCA
1267
J.W. Cole Advisors
Florida
$633K +$102K +219 +17%
BMCM
1268
Bryn Mawr Capital Management
Pennsylvania
$630K +$19K +41 +3%
NGA
1269
Naples Global Advisors
Florida
$630K -$402K -866 -37%
VFA
1270
Values First Advisors
Tennessee
$629K -$340K -733 -33%
HI
1271
Harbour Investments
Wisconsin
$629K +$227K +489 +49%
BCM
1272
Bayesian Capital Management
New York
$629K +$686K +1,478 New
CPA
1273
Capital Performance Advisors
California
$629K +$439K +945 +177%
TPI
1274
Trust Point Inc
Wisconsin
$628K -$52.9K -114 -7%
JCM
1275
Jacobsen Capital Management
Utah
$627K -$58.5K -126 -8%
49 50
51
52 53