We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CPBTD
1676
Central Pacific Bank - Trust Division
Hawaii
$260K -$19K -38 -7%
PGA
1677
Portland Global Advisors
Maine
$259K +$998 +2 +0.4%
HAS
1678
HBW Advisory Services
California
$259K +$2.99K +6 +1%
DIM
1679
Delta Investment Management
California
$259K -$13.5K -27 -5%
RCP
1680
Rothschild Capital Partners
New York
$258K – – –
QL
1681
Quarry LP
New York
$258K -$57.4K -115 -19%
KFI
1682
Key Financial Inc
Pennsylvania
$257K – – –
HCM
1683
Hengehold Capital Management
Ohio
$256K – – –
CF
1684
Copperwynd Financial
Arizona
$255K +$14.5K +29 +6%
AWE
1685
Avidian Wealth Enterprises
Texas
$255K +$4.99K +10 +2%
SIMG
1686
Stephens Investment Management Group
Texas
$254K – – –
SP
1687
Saranac Partners
$253K -$211K -423 -47%
SNBOSD
1688
Security National Bank of So Dak
Iowa
$253K -$3.49K -7 -1%
ZIM
1689
Zacks Investment Management
Illinois
$253K -$79.9K -160 -25%
YWM
1690
Yukon Wealth Management
Kansas
$252K +$5.99K +12 +3%
SPP
1691
Single Point Partners
Massachusetts
$252K – – –
KWA
1692
Kondo Wealth Advisors
California
$252K +$499 +1 +0.2%
OCM
1693
One Capital Management
California
$252K +$238K +477 New
SAF
1694
Smith Anglin Financial
Texas
$251K -$6.49K -13 -3%
VCWM
1695
Vista Cima Wealth Management
Arizona
$250K +$499 +1 +0.2%
NSG
1696
Nalls Sherbakoff Group
Tennessee
$250K +$14K +28 +6%
UFF
1697
USA Financial Formulas
Michigan
$250K +$237K +475 New
OIS
1698
OneAscent Investment Solutions
Alabama
$249K +$1.5K +3 +0.6%
RA
1699
Ruggaard & Associates
Ohio
$249K -$3.99K -8 -2%
IWP
1700
Innova Wealth Partners
Pennsylvania
$247K +$29.9K +60 +15%
66 67
68
69 70