We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2501
Larson Financial Group
Missouri
$50K +$344 +1 +0.6%
AW
2502
Avion Wealth
Texas
$50K +$8.27K +24 +18%
MCA
2503
Maryland Capital Advisors
Maryland
$49K – – –
BBPWM
2504
Blue Bell Private Wealth Management
Pennsylvania
$49K +$1.72K +5 +3%
HI
2505
Hoey Investments
Pennsylvania
$49K +$53.7K +156 New
ECM
2506
Estabrook Capital Management
New York
$48.3K – – –
CPFP
2507
Clear Perspectives Financial Planning
Ohio
$47K – – –
NICM
2508
Neo Ivy Capital Management
New York
$47K +$51.3K +149 New
RA
2509
Rise Advisors
New York
$45K -$2.75K -8 -5%
APW
2510
Axim Planning & Wealth
Ohio
$45K +$48.9K +142 New
FRA
2511
Front Row Advisors
California
$44K -$5.86K -17 -11%
SWM
2512
Sugarloaf Wealth Management
Georgia
$44K – – –
WSC
2513
Wellington Shields & Co
New York
$44K +$48.2K +140 New
CWA
2514
Clearview Wealth Advisors
Oregon
$43K -$3.44K -10 -7%
AIM
2515
Arcadia Investment Management
Michigan
$43K – – –
FCG
2516
Financial Connections Group
California
$42K +$37.5K +109 +419%
ANBT
2517
American National Bank & Trust
Texas
$41K – – –
FCT
2518
First Community Trust
Iowa
$40K – – –
JWBC
2519
John W. Brooker & Co
California
$40K – – –
WAM
2520
WFA Asset Management
Wisconsin
$40K – – –
JPLA
2521
Joseph P. Lucia & Associates
New York
$39K – – –
RG
2522
Retirement Group
California
$38K – – –
WPWM
2523
Western Pacific Wealth Management
Illinois
$35K +$344 +1 +0.9%
UWM
2524
Urban Wealth Management
California
$35K +$37.9K +110 New
UIA
2525
Ulland Investment Advisors
Minnesota
$34K – – –
99 100
101
102 103