We are live on ! Find out more
SPGI icon

S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1826
Princeton Global Asset Management
New Jersey
$99.6K – – –
BOTPPF
1827
Board of the Pension Protection Fund
United Kingdom
$99.6K +$101K +200 New
FDW
1828
Fourth Dimension Wealth
Ohio
$99.6K +$101K +200 New
WA
1829
Whipplewood Advisors
Colorado
$98.1K +$100K +197 New
DCM
1830
Disciplina Capital Management
Tennessee
$97K +$507 +1 +0.5%
PP
1831
PFS Partners
New Jersey
$96.5K -$507 -1 -0.5%
AP
1832
Atwood & Palmer
Missouri
$96.1K -$1.01K -2 -1%
HCM
1833
Hollencrest Capital Management
California
$96.1K – – –
MCM
1834
MV Capital Management
Maryland
$95.1K +$507 +1 +0.5%
MWM
1835
Mascoma Wealth Management
New Hampshire
$94.6K +$2.54K +5 +3%
HIM
1836
Hillsdale Investment Management
Ontario, Canada
$94.6K +$96.4K +190 New
MWA
1837
Medallion Wealth Advisors
Connecticut
$92.2K +$92.9K +183 New
BC
1838
Bayforest Capital
United Kingdom
$91.6K +$93.4K +184 New
RA
1839
Rise Advisors
New York
$89.7K -$2.03K -4 -2%
PSFG
1840
Park Square Financial Group
Georgia
$88.7K +$90.3K +178 New
WPA
1841
West Paces Advisors
Georgia
$88.6K – – –
AWM
1842
Accredited Wealth Management
Kentucky
$87.2K +$88.8K +175 New
AA
1843
Ancora Advisors
Ohio
$86.9K +$2.03K +4 +2%
HIMS
1844
Hager Investment Management Services
New Hampshire
$85.7K +$87.3K +172 New
FNWA
1845
Financial Network Wealth Advisors
Utah
$84.7K -$145K -285 -63%
JGIA
1846
Jackson Grant Investment Advisers
Connecticut
$83.7K – – –
JWA
1847
JFS Wealth Advisors
Pennsylvania
$81.2K -$16.2K -32 -16%
FFO
1848
Fortitude Family Office
Arizona
$79.2K – – –
T
1849
TOBAM
France
$79K -$21.3K -42 -21%
VFM
1850
Vision Financial Markets
Connecticut
$77.7K +$79.2K +156 New