We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1826
NewSquare Capital
Pennsylvania
$131K +$56.4K +113 +84%
BDPWM
1827
Barnes Dennig Private Wealth Management
Ohio
$130K +$123K +246 New
HWA
1828
HHM Wealth Advisors
Tennessee
$129K – – –
FMP
1829
Financial Management Professionals
Texas
$127K +$84.8K +170 +239%
FNWA
1830
Financial Network Wealth Advisors
Utah
$127K +$4.99K +10 +4%
YP
1831
YANKCOM Partnership
South Dakota
$127K +$4.99K +10 +4%
SOW
1832
State of Wyoming
Wyoming
$127K -$191K -382 -61%
SWA
1833
SOA Wealth Advisors
New York
$125K -$231K -462 -3%
PC
1834
Promus Capital
Illinois
$124K -$85.3K -171 -42%
TCM
1835
TD Capital Management
Tennessee
$124K +$112K +225 +2,500%
GA
1836
GoalVest Advisory
New York
$118K +$46.9K +94 +72%
HNB
1837
Hilltop National Bank
Wyoming
$118K +$112K +224 New
BWAM
1838
Boyd Watterson Asset Management
Ohio
$118K – – –
QWM
1839
Quaker Wealth Management
New Jersey
$112K +$106K +213 New
TPWA
1840
Twin Peaks Wealth Advisors
California
$112K +$99.8K +200 New
MWA
1841
Medallion Wealth Advisors
Connecticut
$112K – – –
BFPW
1842
BOK Financial Private Wealth
Colorado
$111K -$13.5K -27 -11%
SSG
1843
Summit Securities Group
New York
$111K +$105K +211 New
PP
1844
PFS Partners
New Jersey
$111K +$7.99K +16 +8%
PPA
1845
Painted Porch Advisors
California
$110K -$11K -22 -10%
FCAS
1846
First Command Advisory Services
Texas
$109K – – –
HDIM
1847
Hanson & Doremus Investment Management
Vermont
$108K – – –
MAM
1848
Meeder Asset Management
Ohio
$107K +$13K +26 +15%
TIM
1849
Tortoise Investment Management
New York
$107K -$2.99K -6 -3%
RA
1850
Ransom Advisory
Rhode Island
$105K – – –
72 73
74
75 76