We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1501
Sculati Wealth Management
Michigan
$353K – – –
LCM
1502
LVM Capital Management
Michigan
$352K +$35K +69 +11%
PPG
1503
Peak Planning Group
Colorado
$352K +$5.07K +10 +1%
WAP
1504
Wealthcare Advisory Partners
Pennsylvania
$351K -$12.7K -25 -3%
HR
1505
Hardy Reed
Mississippi
$351K – – –
SB
1506
Simmons Bank
Arkansas
$350K +$507 +1 +0.1%
EA
1507
Eclectic Associates
California
$350K – – –
MA
1508
MJP Associates
Connecticut
$349K +$5.58K +11 +2%
BCFD
1509
Boit C.F. David
$349K – – –
SCM
1510
Sandler Capital Management
New York
$349K – – –
BGCP
1511
Bristol Gate Capital Partners
Ontario, Canada
$349K +$355K +700 New
CMBA
1512
C.M. Bidwell & Associates
Hawaii
$348K +$350K +690 +7,667%
NC
1513
Napatree Capital
Rhode Island
$348K +$59.4K +117 +20%
MCWA
1514
Meadow Creek Wealth Advisors
Georgia
$346K +$2.54K +5 +0.7%
DOA
1515
D'Orazio & Associates
Virginia
$345K -$8.12K -16 -2%
G
1516
GenTrust
Florida
$343K +$80.2K +158 +30%
1WA
1517
180 Wealth Advisors
Washington
$343K -$4.06K -8 -1%
AFPL
1518
Advus Financial Partners, LLC
Florida
$342K +$32.5K +64 +10%
ADIM
1519
Alpha DNA Investment Management
Maryland
$341K +$348K +685 New
SHGA
1520
Sand Hill Global Advisors
California
$341K -$4.06K -8 -1%
EWM
1521
Endowment Wealth Management
Wisconsin
$340K -$9.13K -18 -3%
JLBC
1522
J.L. Bainbridge & Co
Florida
$340K – – –
CAMV
1523
Concord Asset Management (Virginia)
Virginia
$338K +$51.2K +101 +17%
WA
1524
Wealth Architects
California
$338K -$7.1K -14 -2%
CA
1525
Crewe Advisors
Utah
$338K +$344K +678 New
59 60
61
62 63