We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
2026
Newbridge Financial Services Group
Florida
$3.94K -$14.5K -27 -77%
CAC
2027
Core Alternative Capital
Georgia
$3.89K
FF
2028
Friedenthal Financial
New Jersey
$3.89K
PG
2029
Proffitt & Goodson
Tennessee
$3.89K +$4.28K +8 New
BC
2030
Barrett & Company
Rhode Island
$3.41K
CBT
2031
Crews Bank & Trust
Florida
$3.41K
T
2032
Tidemark
California
$3.41K
HWA
2033
Heartwood Wealth Advisors
Virginia
$3.41K +$3.75K +7 New
SC
2034
Sawyer & Company
Massachusetts
$3K
PS
2035
PayPay Securities
Japan
$2.96K
BFS
2036
Burkett Financial Services
South Carolina
$2.94K
HHGA
2037
Halbert Hargrove Global Advisors
California
$2.92K -$2.68K -5 -45%
ACA
2038
American Capital Advisory
Idaho
$2.43K +$535 +1 +25%
CJ
2039
Caitlin John
Michigan
$2.43K +$2.68K +5 New
DCM
2040
Davis Capital Management
Florida
$2.43K +$2.68K +5 New
NC
2041
North Capital
Utah
$2.43K +$2.68K +5 New
1IA
2042
1620 Investment Advisors
Massachusetts
$1.99K
CWM
2043
Cedar Wealth Management
California
$1.95K
GGI
2044
Godsey & Gibb Inc
Virginia
$1.95K +$2.14K +4 New
KB
2045
Kimelman & Baird
New York
$1.46K
IAS
2046
IMA Advisory Services
Colorado
$1.46K
VWM
2047
Vermillion Wealth Management
Minnesota
$1.46K +$1.61K +3 New
DF
2048
DecisionPoint Financial
Arizona
$1.45K
CTWM
2049
Cherry Tree Wealth Management
Minnesota
$1.22K
SA
2050
Seneschal Advisors
Washington
$974 +$1.07K +2 New