We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
851
Shelton Capital Management
Colorado
$592K -$14.1K -40 -2%
DCM
852
Donaldson Capital Management
Indiana
$590K -$72.3K -205 -11%
PC
853
PA Capital
Virginia
$588K +$31.4K +89 +6%
CWM
854
Circle Wealth Management
New Jersey
$588K +$33.9K +96 +6%
BFM
855
Boothbay Fund Management
New York
$587K +$59.6K +169 +12%
PTC
856
Philadelphia Trust Company
Pennsylvania
$586K – – –
SWA
857
Sutton Wealth Advisors
Florida
$579K – – –
BIC
858
Beach Investment Counsel
Pennsylvania
$577K – – –
HCMT
859
Highland Capital Management (Tennessee)
Tennessee
$577K – – –
MWP
860
Meridian Wealth Partners
Pennsylvania
$577K – – –
ARMT
861
Amica Retiree Medical Trust
Rhode Island
$573K – – –
PSUF
862
People's United Financial
Connecticut
$570K -$10.9K -31 -2%
SFA
863
Souders Financial Advisors
Ohio
$566K -$9.88K -28 -2%
HKAM
864
Horizon Kinetics Asset Management
New York
$557K -$6.35K -18 -1%
PVWM
865
Point View Wealth Management
New Jersey
$555K – – –
WP
866
WealthShield Partners
North Carolina
$554K -$67.4K -191 -11%
SC
867
Sepio Capital
Utah
$553K -$938K -2,658 -63%
BS
868
Bessemer Securities
New York
$550K – – –
CC
869
Cadinha & Co
Hawaii
$548K +$536K +1,520 New
PFG
870
PAX Financial Group
Texas
$544K +$8.82K +25 +2%
NAM
871
North American Management
Massachusetts
$541K -$31K -88 -6%
HIM
872
Hillsdale Investment Management
Ontario, Canada
$541K +$20.8K +59 +4%
ATPW
873
Ashton Thomas Private Wealth
Arizona
$540K +$30.3K +86 +6%
CWM
874
Confluence Wealth Management
Oregon
$538K -$358K -1,015 -32%
FNBOH
875
First National Bank of Hutchinson
Kansas
$532K +$706 +2 +0.1%
33 34
35
36 37