We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1326
Embree Financial Group
Illinois
$514K – – –
NP
1327
Nilsine Partners
Colorado
$513K -$36.6K -74 -7%
MPM
1328
Meritage Portfolio Management
Kansas
$511K -$70.8K -143 -13%
FIB
1329
First Interstate Bank
Montana
$511K +$1.98K +4 +0.4%
GC
1330
Gilbert & Cook
Iowa
$510K -$13.4K -27 -3%
FTIS
1331
First Trust Investment Solutions
Florida
$510K +$13.4K +27 +3%
CH
1332
Cromwell Holdings
Wyoming
$510K – – –
VA
1333
Verdad Advisers
Massachusetts
$510K +$488K +987 New
DS
1334
DRW Securities
Illinois
$509K -$719K -1,453 -60%
PFA
1335
Plotkin Financial Advisors
Maryland
$508K +$41.6K +84 +9%
WAG
1336
Wallace Advisory Group
California
$508K – – –
CB
1337
Community Bank
New York
$507K -$9.9K -20 -2%
WMA
1338
West Michigan Advisors
Michigan
$505K -$16.3K -33 -3%
LWL
1339
Leo Wealth LLC
Texas
$504K -$13.4K -27 -3%
MFA
1340
Mayflower Financial Advisors
Massachusetts
$504K +$104K +210 +27%
RDWM
1341
Red Door Wealth Management
Tennessee
$501K +$200K +405 +72%
TA
1342
TFB Advisors
Kansas
$500K +$2.47K +5 +0.5%
PIA
1343
Pinion Investment Advisors
Kansas
$500K +$14.8K +30 +3%
MWM
1344
Modera Wealth Management
New Jersey
$499K +$2.47K +5 +0.5%
NCFG
1345
New Century Financial Group
New Jersey
$495K +$85.1K +172 +22%
CWA
1346
Cornerstone Wealth Advisors
Minnesota
$493K – – –
WCM
1347
Winthrop Capital Management
Indiana
$493K -$5.94K -12 -1%
EAM
1348
Eschler Asset Management
United Kingdom
$491K -$343K -694 -42%
PTC
1349
Philadelphia Trust Company
Pennsylvania
$490K +$51.5K +104 +12%
RWM
1350
Revisor Wealth Management
Ohio
$488K -$18.8K -38 -4%
52 53
54
55 56