We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1426
Summit Global Investments
Utah
$393K -$1.98K -4 -0.5%
DIA
1427
Dana Investment Advisors
Wisconsin
$391K -$31.7K -64 -8%
CSB
1428
City State Bank
Iowa
$391K +$19.8K +40 +6%
BWG
1429
Berry Wealth Group
Texas
$391K -$2.97K -6 -0.8%
TA
1430
TrueWealth Advisors
Alabama
$389K +$373K +753 New
LP
1431
LB Partners
Virginia
$387K – – –
SG
1432
Somerset Group
Minnesota
$387K – – –
AO
1433
Advisor OS
Illinois
$387K +$49.5K +100 +15%
VCM
1434
Violich Capital Management
California
$387K – – –
DWM
1435
Destination Wealth Management
California
$387K -$6.43K -13 -2%
IIC
1436
Integrated Investment Consultants
Michigan
$383K +$2.47K +5 +0.7%
BFO
1437
Biltmore Family Office
North Carolina
$381K +$22.3K +45 +7%
CFG
1438
Carr Financial Group
Massachusetts
$380K +$11.9K +24 +3%
BB
1439
Busey Bank
Illinois
$380K +$62.4K +126 +21%
MCM
1440
Manchester Capital Management
Vermont
$379K +$9.9K +20 +3%
CPRC
1441
Consolidated Portfolio Review Corp
New York
$378K +$495 +1 +0.1%
ACH
1442
ArrowMark Colorado Holdings
Colorado
$378K – – –
WAP
1443
Wealthcare Advisory Partners
Pennsylvania
$377K -$63.3K -128 -15%
GBT
1444
Grove Bank & Trust
Florida
$376K +$25.7K +52 +8%
FFA
1445
Founders Financial Alliance
North Carolina
$375K -$131K -264 -27%
OPCM
1446
Osborne Partners Capital Management
California
$375K – – –
ACA
1447
Anchor Capital Advisors
Massachusetts
$374K -$7.42K -15 -2%
XF
1448
XML Financial
Maryland
$374K +$32.2K +65 +10%
MPM
1449
MBB Public Markets
Illinois
$372K -$10.9M -22,018 -97%
MRCM
1450
M&R Capital Management
New Jersey
$372K – – –
56 57
58
59 60