We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
2551
Heritage Investment Group
Florida
$354K +$456 +1 +0.1%
CFA
2552
Capstone Financial Advisors
Illinois
$354K – – –
CWM
2553
Cherrydale Wealth Management
New Jersey
$354K +$45.6K +100 +14%
QP
2554
Quilter Plc
United Kingdom
$353K +$10K +22 +3%
CC
2555
Constitution Capital
Connecticut
$353K – – –
NRWA
2556
North Ridge Wealth Advisors
Oregon
$353K +$364K +800 New
VCM
2557
Versant Capital Management
Arizona
$352K +$94.8K +208 +35%
CF
2558
Clarity Financial
Texas
$352K +$8.65K +19 +2%
FA
2559
Fortis Advisors
Pennsylvania
$351K – – –
UFF
2560
USA Financial Formulas
Michigan
$351K +$245K +537 +207%
AC
2561
AlphaCore Capital
California
$351K +$363K +796 New
MPIA
2562
Mountain Pacific Investment Advisers
Idaho
$351K -$5.01K -11 -1%
ME
2563
McIlrath & Eck
Washington
$350K -$6.38K -14 -2%
FFG
2564
Frisch Financial Group
New York
$350K +$48.7K +107 +16%
EWM
2565
Elevatus Welath Management
New York
$349K -$126K -277 -26%
CPW
2566
Catalyst Private Wealth
California
$348K -$55.6K -122 -13%
MAC
2567
Mason & Associates (California)
California
$348K +$18.2K +40 +5%
VAM
2568
Verity Asset Management
North Carolina
$347K – – –
DWMS
2569
Dominguez Wealth Management Solutions
Virginia
$347K +$456 +1 +0.1%
OAM
2570
Occidental Asset Management
California
$347K +$86.1K +189 +32%
WI
2571
Wintrust Investments
Illinois
$347K +$68.8K +151 +24%
PMFA
2572
Plante Moran Financial Advisors
Michigan
$347K +$50.1K +110 +16%
EWM
2573
Endowment Wealth Management
Wisconsin
$347K -$1.37K -3 -0.4%
TC
2574
Trilogy Capital
California
$346K -$51.9K -114 -13%
APW
2575
Acima Private Wealth
Virginia
$346K – – –
101 102
103
104 105