We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1351
Joel Isaacson & Co
New York
$398K +$383K +893 New
AWM
1352
Aprio Wealth Management
Georgia
$396K +$81.5K +190 +27%
FFG
1353
Frisch Financial Group
New York
$394K +$378K +882 New
HCMG
1354
Howard Capital Management Group
California
$394K – – –
CFG
1355
Clayton Financial Group
Missouri
$393K – – –
HFRG
1356
Houlihan Financial Resource Group
Virginia
$392K – – –
JSC
1357
Jackson Square Capital
California
$392K – – –
GDP
1358
Great Diamond Partners
Maine
$389K -$4.72K -11 -1%
CWM
1359
Cornerstone Wealth Management
Missouri
$388K -$12.9K -30 -3%
MSS
1360
Mitchell Sinkler & Starr
Pennsylvania
$386K +$17.2K +40 +5%
BOS
1361
Bank of Stockton
California
$386K – – –
SC
1362
Sapient Capital
Indiana
$385K +$9.01K +21 +2%
CAAS
1363
Capital Asset Advisory Services
Michigan
$385K +$5.58K +13 +2%
WAP
1364
Wealthcare Advisory Partners
Pennsylvania
$383K +$71.2K +166 +24%
FA
1365
FDx Advisors
Illinois
$381K -$95.2K -222 -21%
NPT
1366
Nixon Peabody Trust
Massachusetts
$381K +$366K +854 New
ETIA
1367
Epic Trust Investment Advisors
Washington
$379K +$13.7K +32 +4%
RA
1368
RFG Advisory
Alabama
$379K +$156K +364 +75%
PTC
1369
Philadelphia Trust Company
Pennsylvania
$377K – – –
OL
1370
OneFund LLC
Florida
$374K +$2.57K +6 +0.7%
MGIA
1371
Matthew Goff Investment Advisor
Texas
$373K – – –
CF
1372
Convergence Financial
Missouri
$370K +$356K +829 New
APW
1373
Acima Private Wealth
Virginia
$368K – – –
DIA
1374
Dana Investment Advisors
Wisconsin
$366K -$159K -371 -31%
DM
1375
Deerfield Management
New York
$364K +$351K +817 New
53 54
55
56 57