We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1351
Everhart Financial Group
Ohio
$224K -$17.6K -50 -7%
WA
1352
Wealth Architects
California
$223K +$2.11K +6 +0.9%
SSG
1353
Summit Securities Group
New York
$223K +$110K +312 +93%
MIS
1354
Morningstar Investment Services
Illinois
$222K +$229K +652 New
CWM
1355
Connecticut Wealth Management
Connecticut
$221K -$3.87K -11 -2%
SFO
1356
Stokes Family Office
Louisiana
$221K -$86.9K -247 -28%
ACM
1357
Allred Capital Management
Texas
$219K +$1.06K +3 +0.5%
NAMP
1358
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$219K +$1.06K +3 +0.5%
JIP
1359
Jaffetilchin Investment Partners
Florida
$219K +$352 +1 +0.2%
CFP
1360
Catalyst Financial Partners
Massachusetts
$217K +$221K +629 New
V
1361
VeraBank
Texas
$216K – – –
TFM
1362
TFC Financial Management
Massachusetts
$214K -$7.04K -20 -3%
CFO
1363
CVA Family Office
Colorado
$213K +$18.3K +52 +9%
DBRC
1364
D.B. Root & Company
Pennsylvania
$213K -$1.41K -4 -0.6%
GKWIM
1365
Gerber Kawasaki Wealth & Investment Management
California
$212K – – –
EFM
1366
E Fund Management
China
$212K -$10.9K -31 -5%
CIM
1367
Chapman Investment Management
California
$212K – – –
SIC
1368
Salem Investment Counselors
North Carolina
$212K – – –
RA
1369
Ruggaard & Associates
Ohio
$212K +$216K +614 New
PFM
1370
Parsec Financial Management
North Carolina
$210K – – –
MCWS
1371
McKinley Carter Wealth Services
West Virginia
$210K +$214K +608 New
VC
1372
Veracity Capital
Georgia
$210K -$22.5K -64 -10%
B
1373
Barings
North Carolina
$208K +$212K +602 New
FCB
1374
First Command Bank
Texas
$207K -$61.6K -175 -23%
FCFS
1375
First Command Financial Services
Texas
$207K -$61.6K -175 -23%
53 54
55
56 57