We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BIC
901
Beach Investment Counsel
Pennsylvania
$657K
AWM
902
Altium Wealth Management
New York
$656K +$59.2K +154 +11%
SCM
903
Shelton Capital Management
Colorado
$653K
OPCM
904
Osborne Partners Capital Management
California
$651K
SXL
905
Summit X LLC
Missouri
$649K
MIM
906
Moseley Investment Management
Florida
$644K
CFFP
907
Center for Financial Planning
Michigan
$639K
SFO
908
Stokes Family Office
Louisiana
$631K +$110K +286 +23%
IWP
909
Icon Wealth Partners
Texas
$630K
HB
910
Homrich & Berg
Georgia
$629K +$1.15K +3 +0.2%
WP
911
WealthSource Partners
California
$628K -$138K -360 -19%
RSC
912
Red Spruce Capital
Pennsylvania
$627K +$17.3K +45 +3%
HCMT
913
Highland Capital Management (Tennessee)
Tennessee
$616K -$38.4K -100 -6%
NHC
914
Nicholas Hoffman & Company
Georgia
$613K +$1.15K +3 +0.2%
Voloridge Investment Management
915
Voloridge Investment Management
Florida
$610K -$5.49M -14,284 -91%
PFBT
916
Parkside Financial Bank & Trust
Missouri
$610K +$3.46K +9 +0.6%
SFSG
917
Sound Financial Strategies Group
Mississippi
$608K -$134K -349 -19%
TW
918
TrinityPoint Wealth
Connecticut
$607K +$16.5K +43 +3%
PWP
919
Principle Wealth Partners
Connecticut
$604K -$4.23K -11 -0.7%
IC
920
Inscription Capital
Texas
$604K +$565K +1,471 New
HI
921
Horizon Investments
North Carolina
$602K +$15K +39 +3%
LIM
922
Leavell Investment Management
Alabama
$598K
M
923
Mirova
France
$595K
P
924
Pitcairn
Pennsylvania
$595K +$5K +13 +0.9%
HKAM
925
Horizon Kinetics Asset Management
New York
$593K