We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1951
Rakuten Securities
Japan
$32.3K +$27.4K +59 +347%
AFC
1952
Ares Financial Consulting
California
$32.3K – – –
SSG
1953
Summit Securities Group
New York
$31.9K -$179K -386 -84%
S
1954
Sachetta
Massachusetts
$31.9K -$4.64K -10 -12%
SR
1955
Swiss Re
Switzerland
$31.9K – – –
EIP
1956
Essential Investment Partners
Colorado
$31.5K – – –
WA
1957
WPG Advisers
Maryland
$31.1K -$61.7K -133 -65%
UFPG
1958
United Financial Planning Group
New York
$31.1K -$27.4K -59 -45%
CAM
1959
Clarity Asset Management
Iowa
$30.9K +$7.43K +16 +28%
GWS
1960
Greykasell Wealth Strategies
California
$30.7K +$13K +28 +64%
BTD
1961
BankPlus Trust Department
Mississippi
$30.2K – – –
PP
1962
Pingora Partners
Wyoming
$29.8K – – –
RWM
1963
Raffa Wealth Management
District of Columbia
$29.3K +$929 +2 +3%
SEP
1964
Signature Equity Partners
Ohio
$28.1K -$110K -237 -78%
NSIM
1965
North Star Investment Management
Illinois
$28.1K +$2.32K +5 +8%
AAG
1966
Armstrong Advisory Group
Massachusetts
$27.6K – – –
BONH
1967
Bank of New Hampshire
New Hampshire
$27.6K – – –
BWAM
1968
Boyd Watterson Asset Management
Ohio
$27.2K – – –
SWIM
1969
Smallwood Wealth Investment Management
New Jersey
$27.2K – – –
Q1WB
1970
Quest 10 Wealth Builders
Virginia
$26.6K +$15.3K +33 +110%
EFMH
1971
E Fund Management (HK)
Hong Kong
$26.4K -$178K -383 -86%
SWA
1972
SOA Wealth Advisors
New York
$25.6K -$127K -274 -2%
SC
1973
SouthState Corp
Florida
$25.5K -$13.9K -30 -33%
FFO
1974
Fortitude Family Office
Arizona
$25.1K +$4.18K +9 +18%
HPBT
1975
Hickory Point Bank & Trust
Illinois
$24.7K +$26.9K +58 New
77 78
79
80 81