We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ACIM
1451
Azimuth Capital Investment Management
Michigan
$409K – – –
OF
1452
Optimize Financial
California
$408K +$61.6K +115 +16%
LA
1453
LM Advisors
California
$406K – – –
OP
1454
ORG Partners
Indiana
$406K -$46.6K -87 -9%
CF
1455
Convergence Financial
Missouri
$405K – – –
EFG
1456
Elm3 Financial Group
Georgia
$404K -$26.8K -50 -6%
DT
1457
Diversified Trust
Tennessee
$404K +$43.9K +82 +11%
CG
1458
Cynosure Group
Utah
$403K -$452K -845 -50%
AA
1459
Armis Advisers
Georgia
$403K +$55.7K +104 +15%
APW
1460
Acima Private Wealth
Virginia
$402K – – –
GKFF
1461
George Kaiser Family Foundation
Oklahoma
$402K – – –
PGCM
1462
Prescott Group Capital Management
Oklahoma
$402K – – –
BFO
1463
Biltmore Family Office
North Carolina
$402K +$30.5K +57 +7%
CT
1464
Chicago Trust
Illinois
$397K +$1.61K +3 +0.4%
CAL
1465
Capital Advisors Ltd
Ohio
$397K – – –
SFS
1466
Sowell Financial Services
Arkansas
$397K -$81.4K -152 -16%
LCM
1467
Legato Capital Management
California
$396K – – –
SC
1468
SummitTX Capital
Texas
$395K +$434K +811 New
FCM
1469
Family Capital Management
Michigan
$392K +$57.8K +108 +15%
CCA
1470
Cobblestone Capital Advisors
New York
$391K +$14.5K +27 +3%
CFO
1471
CVA Family Office
Colorado
$389K -$535 -1 -0.1%
NED
1472
Nancy E. Dempze
$389K – – –
SA
1473
Sovran Advisors
California
$388K +$44.4K +83 +12%
EA
1474
Emerald Advisers
Pennsylvania
$388K -$61K -114 -13%
BB
1475
Burford Brothers
Texas
$387K – – –
57 58
59
60 61