We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1801
Ameritas Advisory Services
Nebraska
$155K -$43.9K -82 -21%
AGWCA
1802
Annis Gardner Whiting Capital Advisors
Florida
$154K +$2.68K +5 +2%
AA
1803
Addison Advisors
Vermont
$154K -$1.07K -2 -0.6%
GCM
1804
Goldstream Capital Management
Hong Kong
$150K – – –
HWM
1805
Hemington Wealth Management
Virginia
$148K +$16.1K +30 +11%
HWM
1806
HighMark Wealth Management
Minnesota
$146K – – –
WB
1807
Webster Bank
Connecticut
$139K +$6.43K +12 +4%
PGAM
1808
Princeton Global Asset Management
New Jersey
$138K – – –
DFA
1809
DHJJ Financial Advisors
Illinois
$137K – – –
HNB
1810
Hilltop National Bank
Wyoming
$135K +$28.9K +54 +24%
WA
1811
WPG Advisers
Maryland
$133K +$535 +1 +0.4%
CIAM
1812
Caitong International Asset Management
Hong Kong
$132K +$146K +272 New
RYIA
1813
Roehl & Yi Investment Advisors
Oregon
$130K +$8.09M +15,117 New
FNWA
1814
Financial Network Wealth Advisors
Utah
$126K +$9.64K +18 +8%
EPAM
1815
Evelyn Partners Asset Management
$125K +$131K +245 +2,042%
AT
1816
Arlington Trust
Alabama
$123K – – –
FMP
1817
Financial Management Professionals
Texas
$120K +$3.21K +6 +2%
BGAI
1818
Bruce G. Allen Investments
Colorado
$120K -$3.75K -7 -3%
OA
1819
Operose Advisors
Wisconsin
$119K -$5.89K -11 -4%
YP
1820
YANKCOM Partnership
South Dakota
$117K – – –
HWA
1821
HHM Wealth Advisors
Tennessee
$116K -$3.75K -7 -3%
PC
1822
Promus Capital
Illinois
$115K – – –
GA
1823
GoalVest Advisory
New York
$109K – – –
HDIM
1824
Hanson & Doremus Investment Management
Vermont
$109K +$10.7K +20 +10%
MWA
1825
Medallion Wealth Advisors
Connecticut
$103K – – –
71 72
73
74 75