We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
2526
Eagle Rock Investment Company
Georgia
$244K +$248K +618 New
CBA
2527
Coastal Bridge Advisors
Connecticut
$244K – – –
MWP
2528
Meredith Wealth Planning
Illinois
$244K +$247K +616 New
WMA
2529
West Michigan Advisors
Michigan
$243K -$4.42K -11 -2%
LGG
2530
Luts & Greenleigh Group
Maryland
$243K -$36.1K -90 -13%
RWA
2531
Rooted Wealth Advisors
Illinois
$243K +$15.7K +39 +7%
EC
2532
EdgeRock Capital
Colorado
$243K +$246K +613 New
PFM
2533
Phillips Financial Management
Indiana
$243K +$4.01K +10 +2%
NG
2534
Northstar Group
New York
$243K – – –
CA
2535
Calton & Associates
Florida
$242K -$102K -253 -29%
CB
2536
Centennial Bank
Arkansas
$242K +$44.6K +111 +22%
SMFG
2537
Sumitomo Mitsui Financial Group
Japan
$240K +$2.01K +5 +0.8%
BWM
2538
BlackDiamond Wealth Management
New York
$239K +$18.1K +45 +8%
FFW
2539
Fusion Family Wealth
New York
$238K – – –
RDIA
2540
RE Dickinson Investment Advisors
Iowa
$238K – – –
TVWM
2541
Tower View Wealth Management
Wisconsin
$238K +$13.2K +33 +6%
HCPC
2542
Hamilton Capital Partners (Canada)
$238K – – –
NEWAS
2543
N.E.W. Advisory Services
Wisconsin
$238K +$241K +600 New
TWP
2544
Tempus Wealth Planning
California
$237K +$14.5K +36 +6%
GAMC
2545
Garner Asset Management Corp
Texas
$237K -$11.2K -28 -4%
AA
2546
Advisory Alpha
Michigan
$236K +$240K +597 New
GSIS
2547
Global Strategic Investment Solutions
Arizona
$236K +$401 +1 +0.2%
AF
2548
Alerus Financial
North Dakota
$236K -$24.5K -61 -9%
BC
2549
Barrett & Company
Rhode Island
$236K – – –
BDFN
2550
Bond & Devick Financial Network
Minnesota
$236K – – –
100 101
102
103 104