We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
1751
Creative Capital Management Investments
California
$18.3K – – –
PP
1752
PrairieView Partners
Minnesota
$18K – – –
DCP
1753
DSM Capital Partners
Florida
$17.9K – – –
BL
1754
BFSG LLC
California
$17.9K +$18.2K +42 New
TH
1755
TCTC Holdings
Texas
$17.4K – – –
SVCP
1756
Silicon Valley Capital Partners
California
$17.1K – – –
LWANC
1757
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.2K +$16.5K +38 New
VNA
1758
Valley National Advisers
Pennsylvania
$16K +$867 +2 +6%
UFF
1759
USA Financial Formulas
Michigan
$15.7K +$433 +1 +3%
SC
1760
Steph & Co
Wisconsin
$15.3K – – –
VAMG
1761
Voisard Asset Management Group
Michigan
$14.9K – – –
SC
1762
SouthState Corp
Florida
$14.9K +$6.07K +14 +67%
NFSG
1763
Newbridge Financial Services Group
Florida
$14.6K -$2.6K -6 -15%
LI
1764
LRI Investments
Florida
$13.6K +$13.9K +32 New
AFS
1765
Annapolis Financial Services
Maryland
$13.2K – – –
DF
1766
Dunhill Financial
United Kingdom
$12.9K +$1.73K +4 +15%
CIAS
1767
CBIZ Investment Advisory Services
Ohio
$12.8K +$13K +30 New
S
1768
Sachetta
Massachusetts
$12.8K – – –
TFA
1769
Toth Financial Advisory
Virginia
$12.8K -$3.9K -9 -23%
TSWM
1770
Tyler-Stone Wealth Management
Ohio
$12.8K – – –
RTL
1771
Red Tortoise LLC
Georgia
$12.6K +$8.67K +20 +200%
HBW
1772
Hazlett, Burt & Watson
West Virginia
$12K +$7.37K +17 +142%
BCMLT
1773
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K +$7.8K +18 +200%
MFT
1774
Moisand Fitzgerald Tamayo
Florida
$11.5K – – –
NCM
1775
Northwest Capital Management
Oregon
$11.5K – – –
69 70
71
72 73