We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
926
Federated Hermes
Pennsylvania
$692K -$34.2K -79 -5%
GFS
927
GYL Financial Synergies
Connecticut
$690K -$98.8K -228 -12%
YIH
928
Y-Intercept (HK)
Hong Kong
$690K +$704K +1,624 New
SWA
929
Sutton Wealth Advisors
Florida
$688K +$867 +2 +0.1%
BCM
930
Brookstone Capital Management
Illinois
$688K +$128K +295 +23%
JSC
931
Jackson Square Capital
California
$686K +$279K +644 +66%
GWAM
932
Guardian Wealth Advisors (Minnesota)
Minnesota
$684K -$12.6K -29 -2%
IF
933
Intrua Financial
Texas
$684K +$70.6K +163 +12%
TCOO
934
Trust Company of Oklahoma
Oklahoma
$683K +$143K +330 +26%
BIC
935
Beach Investment Counsel
Pennsylvania
$680K
OC
936
Oppenheimer & Co
New York
$678K +$96.2K +222 +16%
APA
937
American Portfolios Advisors
New York
$678K +$97.9K +226 +17%
HB
938
Homrich & Berg
Georgia
$677K +$26.4K +61 +4%
M
939
Mirova
France
$675K +$60.2K +139 +10%
OPCM
940
Osborne Partners Capital Management
California
$673K
SXL
941
Summit X LLC
Missouri
$672K -$2.17K -5 -0.3%
MIM
942
Moseley Investment Management
Florida
$672K
LA
943
Latitude Advisors
Florida
$669K +$336K +775 +97%
FMLI
944
Fukoku Mutual Life Insurance
Japan
$663K +$113K +260 +20%
HI
945
Horizon Investments
North Carolina
$662K +$39.9K +92 +6%
BP
946
Ballentine Partners
Massachusetts
$660K +$169K +389 +33%
SCM
947
Shelton Capital Management
Colorado
$658K -$18.2K -42 -3%
RSC
948
Red Spruce Capital
Pennsylvania
$653K +$3.9K +9 +0.6%
IWP
949
Icon Wealth Partners
Texas
$652K
WP
950
WealthSource Partners
California
$646K -$4.33K -10 -0.7%