We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
2526
Ulland Investment Advisors
Minnesota
$34K – – –
CBT
2527
Central Bank & Trust
Kentucky
$33K – – –
TF
2528
TimeScale Financial
Massachusetts
$33K – – –
AWM
2529
AllSquare Wealth Management
New York
$32K – – –
JAM
2530
JCIC Asset Management
Ontario, Canada
$32K – – –
KLWA
2531
Kelly Lawrence W & Associates
California
$32K – – –
SA
2532
SRH Advisors
Kansas
$31K – – –
IRC
2533
Investors Research Corp
Georgia
$31K +$3.44K +10 +11%
GIS
2534
Grayhawk Investment Strategies
Alberta, Canada
$31K +$26.2K +76 New
SC
2535
Schubert & Co
Texas
$30K +$15.5K +45 +92%
PP
2536
PrairieView Partners
Minnesota
$27K – – –
SN
2537
Sittner & Nelson
Oregon
$27K – – –
AS
2538
Altshuler Shaham
Israel
$26K -$10.7K -31 -28%
FWM
2539
Focused Wealth Management
New York
$26K – – –
CMP
2540
Coston McIsaac & Partners
Maine
$25K +$27.6K +80 New
BRWM
2541
B. Riley Wealth Management
Tennessee
$24.4K -$3.35M -9,735 -42%
FSWA
2542
Financial Synergies Wealth Advisors
Texas
$24.4K +$26.5K +77 New
BCM
2543
Birch Capital Management
Texas
$24.1K +$26.5K +77 New
GM
2544
GeoWealth Management
Illinois
$24K -$123K -356 -82%
PFA
2545
Professional Financial Advisors
Nebraska
$24K -$8.61K -25 -25%
CFN
2546
Cordasco Financial Network
Florida
$22K – – –
MAM
2547
Marquette Asset Management
Minnesota
$22K – – –
GLLW
2548
Graves Light Lenhart Wealth
Virginia
$21K – – –
DI
2549
Disciplined Investments
Oklahoma
$20K +$3.79K +11 +22%
ETI
2550
Enterprise Trust & Investment
California
$20K +$21.7K +63 New