We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1776
Texas Capital Bank Wealth Management Services
Texas
$255K +$30.2K +61 +14%
MUMSS
1777
Mitsubishi UFJ Morgan Stanley Securities
Japan
$254K +$240K +486 New
WIM
1778
Warwick Investment Management
Texas
$252K +$11.9K +24 +5%
PIA
1779
Perennial Investment Advisors
California
$251K +$9.4K +19 +4%
HI
1780
Hendershot Investments
Virginia
$250K – – –
CP
1781
Canopy Partners
Ohio
$250K +$17.8K +36 +8%
WCFA
1782
Walkner Condon Financial Advisors
Wisconsin
$249K +$495 +1 +0.2%
RFW
1783
Rainier Family Wealth
Washington
$249K +$236K +476 New
RA
1784
Ruggaard & Associates
Ohio
$248K +$1.48K +3 +0.6%
RWP
1785
Revolve Wealth Partners
New Jersey
$248K -$11.9K -24 -5%
SCA
1786
Stokes Capital Advisors
South Carolina
$247K -$222K -448 -49%
CPBTD
1787
Central Pacific Bank - Trust Division
Hawaii
$247K -$2.47K -5 -1%
SL
1788
Sentinus LLC
Illinois
$247K -$9.9K -20 -4%
OIS
1789
OneAscent Investment Solutions
Alabama
$247K – – –
LFA
1790
LifeGuide Financial Advisors
Pennsylvania
$246K +$237K +480 New
SLWA
1791
San Luis Wealth Advisors
California
$246K – – –
IA
1792
IFC Advisors
California
$246K +$4.95K +10 +2%
OWP
1793
ORG Wealth Partners
Texas
$246K -$304K -615 -57%
SNBOSD
1794
Security National Bank of So Dak
Iowa
$244K -$3.46K -7 -1%
HIGP
1795
Hill Investment Group Partners
Missouri
$244K +$3.46K +7 +2%
TW
1796
TritonPoint Wealth
Maryland
$243K -$673K -1,360 -75%
TPF
1797
Tribridge Partners Financial
Maryland
$242K – – –
LTI
1798
Laffer Tengler Investments
Tennessee
$241K -$495 -1 -0.2%
SSG
1799
Summit Securities Group
New York
$241K -$37.6K -76 -14%
LI
1800
LVZ Inc
Michigan
$241K +$2.47K +5 +1%
70 71
72
73 74