We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
2476
Baker Tilly Wealth Management
Wisconsin
$617K -$33.9K -68 -5%
BFG
2477
Birch Financial Group
New Hampshire
$616K -$244K -489 -29%
SIS
2478
Sound Income Strategies
Florida
$615K +$77.3K +155 +15%
LCG
2479
Lakeshore Capital Group
Illinois
$611K +$1.5K +3 +0.3%
HWA
2480
HMV Wealth Advisors
Louisiana
$611K -$2.49K -5 -0.4%
EWA
2481
Eagle Wealth Advisors
Connecticut
$610K -$249K -499 -30%
SA
2482
SPWM Advisors
Michigan
$609K -$160K -320 -22%
TL
2483
Tradewinds LLC
North Carolina
$608K +$26.8M +53,680 +10,866%
BWAM
2484
Boyd Watterson Asset Management
Ohio
$604K – – –
LWA
2485
Legacy Wealth Advisors
Florida
$602K +$374K +751 +178%
BWA
2486
Brave Warrior Advisors
New York
$602K +$374K +750 +178%
AT
2487
Adelphi Trust
Florida
$600K -$152K -305 -21%
WA
2488
Waddell & Associates
Tennessee
$600K +$193K +387 +50%
TIA
2489
TCFG Investment Advisors
California
$597K +$499 +1 +0.1%
TWM
2490
Trueblood Wealth Management
Ohio
$597K +$9.97K +20 +2%
CA
2491
Centerpoint Advisors
Massachusetts
$596K – – –
PF
2492
Prota Financial
Texas
$596K +$52.4K +105 +10%
PMSA
2493
Patrick M. Sweeney & Associates
Illinois
$594K +$7.48K +15 +1%
CIA
2494
Citadel Investment Advisory
Ohio
$593K – – –
KMWM
2495
Keudell/Morrison Wealth Management
Oregon
$593K +$13.5K +27 +2%
CFA
2496
CWS Financial Advisors
Michigan
$592K +$103K +207 +22%
FCAS
2497
First Command Advisory Services
Texas
$591K -$52.9K -106 -8%
WIA
2498
Wealthedge Investment Advisors
New York
$590K +$78.3K +157 +16%
GCM
2499
Generation Capital Management
New York
$589K – – –
CPWA
2500
Cerro Pacific Wealth Advisors
California
$587K +$38.4K +77 +7%
98 99
100
101 102