We are live on ! Find out more
SPGI icon

S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1926
DHJJ Financial Advisors
Illinois
$147K – – –
HNB
1927
Hilltop National Bank
Wyoming
$146K +$495 +1 +0.4%
MB
1928
MidFirst Bank
Oklahoma
$146K +$138K +279 New
AA
1929
Ancora Advisors
Ohio
$144K +$50.5K +102 +59%
UFF
1930
USA Financial Formulas
Michigan
$141K -$38.6K -78 -22%
FNWA
1931
Financial Network Wealth Advisors
Utah
$138K +$2.97K +6 +2%
GA
1932
GoalVest Advisory
New York
$137K +$18.8K +38 +17%
YP
1933
YANKCOM Partnership
South Dakota
$135K +$9.4K +19 +8%
BGAI
1934
Bruce G. Allen Investments
Colorado
$134K +$5.44K +11 +4%
HHGA
1935
Halbert Hargrove Global Advisors
California
$131K +$121K +244 +4,067%
PAMS
1936
Pinpoint Asset Management (Singapore)
$131K +$124K +250 New
OA
1937
Operose Advisors
Wisconsin
$128K – – –
FMP
1938
Financial Management Professionals
Texas
$128K -$1.48K -3 -1%
HWA
1939
HHM Wealth Advisors
Tennessee
$125K – – –
FCAS
1940
First Command Advisory Services
Texas
$118K +$9.9K +20 +10%
YDMI
1941
Y.D. More Investments
Israel
$117K -$53.4K -108 -33%
PWMA
1942
Pension & Wealth Management Advisors
Massachusetts
$115K +$16.8K +34 +18%
CT
1943
Clearstead Trust
Maine
$114K -$53.4K -108 -33%
RA
1944
Ransom Advisory
Rhode Island
$114K +$8.91K +18 +9%
MWA
1945
Medallion Wealth Advisors
Connecticut
$111K – – –
BFPW
1946
BOK Financial Private Wealth
Colorado
$110K – – –
PP
1947
PFS Partners
New Jersey
$109K -$990 -2 -1%
WA
1948
WPG Advisers
Maryland
$108K -$33.6K -68 -25%
HDIM
1949
Hanson & Doremus Investment Management
Vermont
$107K -$9.9K -20 -9%
GAG
1950
Goodman Advisory Group
Massachusetts
$106K – – –
76 77
78
79 80