We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
ETS
2001
ESL Trust Services
New York
$3.98K – – –
TCM
2002
TruNorth Capital Management
Michigan
$3.98K – – –
GTAM
2003
Global Trust Asset Management
Florida
$3.98K +$4.06K +8 New
PWA
2004
Principia Wealth Advisory
Texas
$3.98K +$4.06K +8 New
RMP
2005
Richards, Merrill & Peterson
Washington
$3.98K +$4.06K +8 New
NL
2006
NVWM LLC
Pennsylvania
$3.49K – – –
BC
2007
Barrett & Company
Rhode Island
$3.49K +$3.55K +7 New
CBT
2008
Crews Bank & Trust
Florida
$3.49K +$3.55K +7 New
MA
2009
Modus Advisors
Minnesota
$3.49K +$3.55K +7 New
PS
2010
PayPay Securities
Japan
$3.49K +$3.55K +7 New
T
2011
Tidemark
California
$3.49K +$3.55K +7 New
WW
2012
Winnow Wealth
Texas
$3.44K +$3.55K +7 New
CAM
2013
Creekmur Asset Management
Illinois
$2.99K -$3.04K -6 -50%
BFS
2014
Burkett Financial Services
South Carolina
$2.99K – – –
IHWM
2015
Iron Horse Wealth Management
Iowa
$2.99K – – –
WA
2016
WestEnd Advisors
North Carolina
$2.99K – – –
BOJHT
2017
Bank of Jackson Hole Trust
Wyoming
$2.99K +$3.04K +6 New
BLC
2018
Brown, Lisle/Cummings
Rhode Island
$2.99K +$3.04K +6 New
MTIC
2019
Missouri Trust & Investment Company
Missouri
$2.99K +$3.04K +6 New
OSNBOA
2020
Old Second National Bank of Aurora
Illinois
$2.99K +$3.04K +6 New
CTB
2021
Country Trust Bank
Illinois
$2.49K – – –
1IA
2022
1620 Investment Advisors
Massachusetts
$2.03K -$150K -296 -99%
HGERS
2023
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
RPA
2024
Redwood Park Advisors
California
$1.99K +$2.03K +4 New
CWM
2025
Cedar Wealth Management
California
$1.99K – – –
79 80
81
82 83