We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$1.01M +$79.9K +224 +8%
FPCP
877
Fort Point Capital Partners
California
$1.01M +$54.2K +152 +5%
SIA
878
Schechter Investment Advisors
Michigan
$1.01M +$35.6K +100 +3%
CI
879
Cavalier Investments
Georgia
$998K -$96.6K -271 -8%
GIA
880
Gladstone Institutional Advisory
Florida
$997K -$987K -2,770 -48%
PVH
881
Psagot Value Holdings
Israel
$993K +$147K +413 +16%
JF
882
Joule Financial
Kentucky
$993K +$1.05M +2,946 New
DL
883
DOHJ LLC
Washington
$992K -$100K -281 -9%
QCG
884
Quadrant Capital Group
Ohio
$987K +$22.5K +63 +2%
RWM
885
Ritholtz Wealth Management
New York
$987K +$145K +406 +16%
SDIC
886
South Dakota Investment Council
South Dakota
$984K – – –
CAM
887
CenterStar Asset Management
Illinois
$972K – – –
FHA
888
Flagship Harbor Advisors
Massachusetts
$971K +$60.6K +170 +6%
CIM
889
Caldwell Investment Management
Ontario, Canada
$970K -$781K -2,191 -43%
LSA
890
Leonteq Securities AG
Switzerland
$965K +$68.4K +192 +7%
AAM
891
Azzad Asset Management
Virginia
$958K +$20.7K +58 +2%
RPC
892
Rossmore Private Capital
Connecticut
$954K +$92.7K +260 +10%
ARI
893
Applied Research Investments
Delaware
$952K -$3.56K -10 -0.4%
CCA
894
Conestoga Capital Advisors
Pennsylvania
$951K – – –
SP
895
Symmetry Partners
Connecticut
$950K -$173K -486 -15%
HWM
896
HB Wealth Management
Georgia
$941K +$231K +648 +30%
CFCI
897
Comprehensive Financial Consultants Institutional
Indiana
$936K +$31.4K +88 +3%
KCM
898
Kanawha Capital Management
Virginia
$935K +$29.9K +84 +3%
HWM
899
Hohimer Wealth Management
Washington
$933K -$173K -484 -15%
CI
900
Conning Inc
Connecticut
$932K -$8.91K -25 -0.9%
34 35
36
37 38