We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
1426
Howard Capital Management Group
California
$430K – – –
MSS
1427
Mitchell Sinkler & Starr
Pennsylvania
$429K -$8.03K -15 -2%
AT
1428
Avalon Trust
New Mexico
$427K +$335K +626 +248%
SF
1429
Symphony Financial
Texas
$427K -$1.29M -2,407 -73%
MGIA
1430
Matthew Goff Investment Advisor
Texas
$425K +$10.2K +19 +2%
OL
1431
OneFund LLC
Florida
$425K +$17.1K +32 +4%
NAG
1432
Northstar Advisory Group
New Jersey
$424K -$34.8K -65 -7%
SIM
1433
Sentry Investment Management
Wisconsin
$424K -$404K -754 -46%
ARMT
1434
Amica Retiree Medical Trust
Rhode Island
$424K – – –
AIA
1435
AssuredPartners Investment Advisors
Florida
$422K +$215K +402 +86%
FNWM
1436
Financial Network Wealth Management
Utah
$420K +$456K +852 New
JIC
1437
Joel Isaacson & Co
New York
$420K – – –
OFS
1438
OneAscent Financial Services
Alabama
$418K -$95.3K -178 -17%
LW
1439
Linscomb Wealth
Texas
$418K -$11.2K -21 -2%
CA
1440
Centerpoint Advisors
Massachusetts
$418K +$11.2K +21 +3%
RWM
1441
Revisor Wealth Management
Ohio
$418K -$75.5K -141 -14%
PJWM
1442
Philip James Wealth Mangement
Georgia
$417K +$175K +327 +62%
NL
1443
NWAM LLC
Washington
$416K -$78.2K -146 -14%
FC
1444
Financial Consulate
Maryland
$416K +$458K +855 New
DBRC
1445
D.B. Root & Company
Pennsylvania
$416K -$107K -199 -19%
MPM
1446
Meritage Portfolio Management
Kansas
$416K -$43.4K -81 -9%
RZH
1447
Relyea Zuckerberg Hanson
Connecticut
$414K -$60.5K -113 -12%
WAM
1448
Wakefield Asset Management
Colorado
$414K -$33.2K -62 -7%
PHS
1449
Pekin Hardy Strauss
Illinois
$413K +$27.8K +52 +7%
DCM
1450
Dudley Capital Management
Virginia
$413K +$2.68K +5 +0.6%
56 57
58
59 60