We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
SGK
1801
Steigerwald Gordon & Koch
Virginia
$52.1K – – –
WAU
1802
Wellington-Altus USA
Manitoba, Canada
$51K +$46K +109 +991%
HIMS
1803
Hager Investment Management Services
New Hampshire
$50.9K – – –
MFC
1804
Mechanics Financial Corp
Ohio
$50.9K – – –
VNA
1805
Valley National Advisers
Pennsylvania
$50.9K +$4.64K +11 +10%
AWM
1806
Aberdeen Wealth Management
Illinois
$50.9K +$52.8K +125 New
TFA
1807
Transamerica Financial Advisors
Florida
$50.8K -$3.8K -9 -7%
STB
1808
S&T Bank
Pennsylvania
$50.1K +$7.18K +17 +16%
KAS
1809
Kemnay Advisory Services
New York
$47.2K +$49K +116 New
TF
1810
Tompkins Financial
New York
$46.8K – – –
SHIM
1811
Stone House Investment Management
Pennsylvania
$46K +$42.2K +100 +769%
HCM
1812
Hollencrest Capital Management
California
$45.2K -$61.7K -146 -57%
RA
1813
Rational Advisors
New York
$44.8K +$4.22K +10 +10%
S
1814
Sachetta
Massachusetts
$44.4K +$14.4K +34 +45%
BFP
1815
Birchwood Financial Partners
Minnesota
$43.2K -$422 -1 -0.9%
CVM
1816
Cheviot Value Management
California
$41.5K +$21.1K +50 +96%
SG
1817
Sankala Group
Colorado
$41.3K – – –
WA
1818
WPG Advisers
Maryland
$40.7K +$11.4K +27 +37%
SFAM
1819
Sawyer Falduto Asset Management
Illinois
$40.6K – – –
FFA
1820
Frazier Financial Advisors
Ohio
$40.5K -$5.49K -13 -12%
HHCP
1821
Hilton Head Capital Partners
South Carolina
$39.9K -$11K -26 -21%
BSB
1822
Bangor Savings Bank
Maine
$39.9K -$422 -1 -1%
NWS
1823
Nvest Wealth Strategies
Ohio
$38.3K -$1.69K -4 -4%
AF
1824
Align Financial
Minnesota
$38.3K – – –
FGA
1825
Fortis Group Advisors
New Jersey
$37.9K +$1.27K +3 +3%