We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1701
PFW Advisors
Georgia
$242K +$62.2K +134 +31%
NB
1702
Nicolet Bankshares
Wisconsin
$241K +$33.4K +72 +15%
KIM
1703
Kestra Investment Management
Texas
$241K -$345K -743 -57%
QC
1704
Quantessence Capital
New York
$241K +$263K +566 New
DWM
1705
Darwin Wealth Management
Florida
$240K +$31.1K +67 +13%
PUI
1706
Purpose Unlimited Inc
$239K -$5.11K -11 -2%
FCM
1707
Fourpath Capital Management
Oklahoma
$239K -$31.6K -68 -11%
GKWIM
1708
Gerber Kawasaki Wealth & Investment Management
California
$238K -$7.89K -17 -3%
DT
1709
DV Trading
Illinois
$238K +$260K +560 New
SP
1710
Symmetry Partners
Connecticut
$238K +$260K +559 New
OFO
1711
OneAscent Family Office
Alabama
$238K -$5.11K -11 -2%
SQA
1712
Simon Quick Advisors
New Jersey
$237K -$49.2K -106 -16%
EL
1713
EWA LLC
Pennsylvania
$236K +$20.9K +45 +9%
BOJHT
1714
Bank of Jackson Hole Trust
Wyoming
$236K +$9.29K +20 +4%
WIM
1715
Warwick Investment Management
Texas
$236K +$33K +71 +15%
WHCI
1716
W.H. Cornerstone Investments
Massachusetts
$236K +$464 +1 +0.2%
AWM
1717
Aviso Wealth Management
Washington
$236K -$6.96K -15 -3%
FCBT
1718
First Citizens Bank & Trust
North Carolina
$235K -$19K -41 -7%
FA
1719
Financial Alternatives
California
$233K – – –
TCOT
1720
Trust Company of Toledo
Ohio
$233K +$12.5K +27 +5%
CAM
1721
Claret Asset Management
Quebec, Canada
$233K – – –
PSP
1722
Principal Street Partners
Tennessee
$233K -$27.4K -59 -10%
PWM
1723
Partners Wealth Management
California
$232K +$8.82K +19 +4%
CP
1724
Canopy Partners
Ohio
$232K +$31.1K +67 +14%
SDWMA
1725
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K -$929 -2 -0.4%
67 68
69
70 71