We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1401
Dividend Assets Capital
South Carolina
$460K – – –
4WM
1402
44 Wealth Management
Oregon
$459K +$5.89K +11 +1%
BMCM
1403
Bryn Mawr Capital Management
Pennsylvania
$457K -$373K -697 -43%
FFA
1404
Founders Financial Alliance
North Carolina
$454K +$186K +347 +59%
SYBT
1405
Stock Yards Bank & Trust
Kentucky
$454K -$5.89K -11 -1%
FIB
1406
First Interstate Bank
Montana
$454K -$2.68K -5 -0.5%
WWM
1407
Wolff Wiese Magana
California
$454K +$7.5K +14 +2%
LI
1408
Lafayette Investments
Maryland
$453K +$50.3K +94 +11%
FG
1409
Fiduciary Group
Georgia
$453K +$10.2K +19 +2%
TF
1410
Tenon Financial
New Jersey
$452K – – –
WMA
1411
West Michigan Advisors
Michigan
$450K -$7.5K -14 -1%
XF
1412
XML Financial
Maryland
$448K – – –
SCA
1413
Stokes Capital Advisors
South Carolina
$448K +$66.9K +125 +16%
PWMG
1414
Prestige Wealth Management Group
New Jersey
$448K +$4.28K +8 +0.9%
AFT
1415
Alpha Family Trust
California
$448K – – –
PCA
1416
Purkiss Capital Advisors
Connecticut
$448K +$493K +920 New
GWP
1417
Gen-Wealth Partners
Michigan
$445K -$40.2K -75 -8%
TWM
1418
Topsail Wealth Management
North Carolina
$444K +$40.7K +76 +9%
SB
1419
Strategic Blueprint
Georgia
$443K +$2.68K +5 +0.6%
GBT
1420
Grove Bank & Trust
Florida
$441K +$6.43K +12 +1%
EP
1421
Essential Partners
California
$440K -$23K -43 -5%
RP
1422
Riverwater Partners
Wisconsin
$439K +$36.4K +68 +8%
TFP
1423
Tilia Fiduciary Partners
North Carolina
$436K -$91K -170 -16%
CAMV
1424
Concord Asset Management (Virginia)
Virginia
$435K -$74.4K -139 -13%
SW
1425
SVB Wealth
Massachusetts
$431K -$56.2K -105 -11%
55 56
57
58 59