We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1601
Disciplina Capital Management
Tennessee
$101K – – –
HWA
1602
HHM Wealth Advisors
Tennessee
$101K +$23.7K +60 +36%
FMII
1603
Farmers & Merchants Investments Inc
Nebraska
$100K – – –
IPW
1604
Impact Partnership Wealth
Georgia
$97.8K +$77.3K +196 +754%
FWM
1605
Focused Wealth Management
New York
$89.4K – – –
JWA
1606
JFS Wealth Advisors
Pennsylvania
$89.4K +$14.6K +37 +22%
CPG
1607
Cornerstone Planning Group
New Jersey
$88.5K +$5.13K +13 +7%
PP
1608
PFS Partners
New Jersey
$86K -$395 -1 -0.5%
ETC
1609
Exchange Traded Concepts
Oklahoma
$85.9K -$351K -890 -82%
AT
1610
Arlington Trust
Alabama
$83.7K -$2.99M -7,583 -98%
FGA
1611
Fortis Group Advisors
New Jersey
$79.3K +$35.5K +90 +100%
AA
1612
Addison Advisors
Vermont
$77.5K +$17.4K +44 +33%
MCM
1613
MV Capital Management
Maryland
$76.2K +$3.95K +10 +6%
MWM
1614
Mascoma Wealth Management
New Hampshire
$74.4K – – –
CHA
1615
Carmichael Hill & Associates
Maryland
$73.6K – – –
GA
1616
GoalVest Advisory
New York
$73.1K +$6.31K +16 +11%
ITIM
1617
Indiana Trust & Investment Management
Indiana
$68.3K – – –
AWM
1618
Atticus Wealth Management
Florida
$67.8K – – –
EWM
1619
Evermay Wealth Management
Virginia
$67.4K +$1.18K +3 +2%
LJHT
1620
Laurie J. Hall Trustee
$64K – – –
ADL
1621
Asset Dedication LLC
California
$64K +$18.5K +47 +48%
MIP
1622
Mondrian Investment Partners
United Kingdom
$63.4K -$76M -192,587 -100%
BFPW
1623
BOK Financial Private Wealth
Colorado
$63.4K +$43K +109 +311%
BWM
1624
BKM Wealth Management
Wisconsin
$63K +$56.4K +143 New
SPWM
1625
Spartan Planning & Wealth Management
North Carolina
$61.7K -$47.4K -120 -46%
63 64
65
66 67