We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
2526
Founders Capital Management (Connecticut)
Connecticut
$538K – – –
MWM
2527
Maridea Wealth Management
New York
$538K +$529K +1,021 New
JFG
2528
JMG Financial Group
Illinois
$536K – – –
CIAS
2529
CFS Investment Advisory Services
New Jersey
$535K +$68.3K +132 +15%
BFC
2530
Bedel Financial Consulting
Indiana
$535K -$6.21K -12 -1%
MPI
2531
Mairs & Power Inc
Minnesota
$534K +$32.1K +62 +7%
NPF
2532
Norris Perne & French
Michigan
$534K – – –
FCM
2533
Fire Capital Management
California
$534K +$525K +1,014 New
BHB
2534
Bank Hapoalim BM
Israel
$533K -$59.5K -115 -10%
DW
2535
Durante & Waters
New York
$533K – – –
HCP
2536
Hexagon Capital Partners
Arkansas
$531K +$158K +305 +43%
BBW
2537
Blue Barn Wealth
Utah
$529K +$5.18K +10 +1%
COCM
2538
Charter Oak Capital Management
New Hampshire
$528K +$12.9K +25 +3%
FG
2539
Foster Group
Iowa
$528K +$59.5K +115 +13%
FIM
2540
Fernwood Investment Management
Massachusetts
$527K -$40.9K -79 -7%
KWM
2541
Kanen Wealth Management
Florida
$527K – – –
LCM
2542
Lattice Capital Management
Washington
$527K – – –
SIM
2543
SSI Investment Management
California
$526K – – –
AFM
2544
Aspetuck Financial Management
Connecticut
$525K +$516K +997 New
FDW
2545
Fourth Dimension Wealth
Ohio
$525K +$516K +996 New
HFM
2546
Hartford Financial Management
Connecticut
$524K -$1.55K -3 -0.3%
MWM
2547
MBE Wealth Management
Wisconsin
$524K -$51.3K -99 -9%
JWBC
2548
J.W. Burns & Co
New York
$524K – – –
DWS
2549
Discipline Wealth Solutions
South Carolina
$523K – – –
MA
2550
MCF Advisors
Kentucky
$523K -$37.3K -72 -7%
100 101
102
103 104