We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SPF
2026
South Plains Financial
Texas
$5.27K – – –
BHWM
2027
Bay Harbor Wealth Management
Maryland
$5.27K +$2.5K +5 +100%
BCM
2028
Blume Capital Management
California
$4.75K +$2.5K +5 +125%
PSB
2029
Piscataqua Savings Bank
New Hampshire
$4.75K +$4.49K +9 New
TLCM
2030
Twin Lakes Capital Management
California
$4.39K – – –
MFG
2031
Mendota Financial Group
Wisconsin
$4.22K – – –
FF
2032
Friedenthal Financial
New Jersey
$4.22K +$3.99K +8 New
CAC
2033
Core Alternative Capital
Georgia
$4.22K – – –
GTAM
2034
Global Trust Asset Management
Florida
$4.22K – – –
TCM
2035
TruNorth Capital Management
Michigan
$4.22K – – –
PWM
2036
Parkworth Wealth Management
California
$4.22K +$2.5K +5 +167%
WA
2037
WestEnd Advisors
North Carolina
$3.69K -$998 -2 -22%
BC
2038
Barrett & Company
Rhode Island
$3.69K – – –
CBT
2039
Crews Bank & Trust
Florida
$3.69K – – –
T
2040
Tidemark
California
$3.69K – – –
BFS
2041
Burkett Financial Services
South Carolina
$3.18K – – –
SIC
2042
SJS Investment Consulting
Ohio
$3.16K -$4.49K -9 -60%
IHWM
2043
Iron Horse Wealth Management
Iowa
$3.16K – – –
W
2044
WealthCollab
Washington
$3.16K – – –
PS
2045
PayPay Securities
Japan
$3.16K +$998 +2 +50%
SRCM
2046
Signature Resources Capital Management
California
$2.64K +$2.5K +5 New
PP
2047
Pacifica Partners
Canada
$2.59K -$25K -50 -91%
1IA
2048
1620 Investment Advisors
Massachusetts
$2.15K – – –
ACA
2049
American Capital Advisory
Idaho
$2.11K -$499 -1 -20%
CWM
2050
Cedar Wealth Management
California
$2.11K – – –
80 81
82
83 84