We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1826
BOK Financial Private Wealth
Colorado
$103K – – –
PP
1827
PFS Partners
New Jersey
$102K – – –
PPA
1828
Painted Porch Advisors
California
$102K – – –
FCAS
1829
First Command Advisory Services
Texas
$100K – – –
BCP
1830
BSN Capital Partners
United Kingdom
$99.8K – – –
GAG
1831
Goodman Advisory Group
Massachusetts
$98.8K -$3.24M -6,050 -97%
TIM
1832
Tortoise Investment Management
New York
$98.8K +$535 +1 +0.5%
RA
1833
Ransom Advisory
Rhode Island
$97.3K – – –
RA
1834
Rise Advisors
New York
$96.8K +$2.14K +4 +2%
ADL
1835
Asset Dedication LLC
California
$95.4K +$3.21K +6 +3%
AP
1836
Atwood & Palmer
Missouri
$94.1K – – –
GWM
1837
Geneos Wealth Management
Colorado
$93.6K -$1.14M -2,128 -92%
PWMA
1838
Pension & Wealth Management Advisors
Massachusetts
$90.4K -$6.96K -13 -7%
MCM
1839
MV Capital Management
Maryland
$89.1K – – –
WSCM
1840
Wellington Shields Capital Management
New York
$88.1K – – –
TCM
1841
TD Capital Management
Tennessee
$87.4K -$28.9K -54 -23%
ACM
1842
Aster Capital Management
United Arab Emirates
$85.7K +$94.2K +176 New
AWM
1843
Accredited Wealth Management
Kentucky
$85.2K -$50.9K -95 -54%
MWM
1844
Mascoma Wealth Management
New Hampshire
$84.7K – – –
AA
1845
Ancora Advisors
Ohio
$84.4K – – –
GSWM
1846
Golden State Wealth Management
California
$82.9K – – –
JGIA
1847
Jackson Grant Investment Advisers
Connecticut
$81.8K – – –
TC
1848
Truvestments Capital
Florida
$80.8K +$40.2K +75 +82%
HIMS
1849
Hager Investment Management Services
New Hampshire
$79.8K – – –
CNBTD
1850
Citizens National Bank Trust Department
Mississippi
$78.4K – – –
72 73
74
75 76