We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2576
Focused Wealth Management
New York
$29K – – –
GCA
2577
Greenwood Capital Associates
South Carolina
$26K -$6.65M -18,501 -100%
MAM
2578
Marquette Asset Management
Minnesota
$25K – – –
CFN
2579
Cordasco Financial Network
Florida
$25K +$8.27K +23 +48%
JSAM
2580
J. Safra Asset Management
New York
$24K – – –
GLLW
2581
Graves Light Lenhart Wealth
Virginia
$23K – – –
BA
2582
Bellwether Advisors
Nebraska
$21K – – –
APC
2583
Aspire Private Capital
North Carolina
$19K – – –
SCA
2584
Stuart Chaussee & Associates
California
$19K – – –
SC
2585
Stephens Consulting
Michigan
$18.3K -$719 -2 -4%
APW
2586
Acima Private Wealth
Virginia
$18K – – –
EIM
2587
Essex Investment Management
Massachusetts
$18K – – –
LWA
2588
Lowe Wealth Advisors
Maryland
$18K – – –
SC
2589
Schubert & Co
Texas
$18K +$4.31K +12 +32%
DI
2590
Disciplined Investments
Oklahoma
$18K +$16.2K +45 +750%
HL
2591
Harding Loevner
New Jersey
$17K -$177M -493,547 -100%
MFA
2592
McClarren Financial Advisors
Pennsylvania
$16K -$719 -2 -4%
KA
2593
Kozak & Associates
Colorado
$16K – – –
PGAM
2594
Princeton Global Asset Management
New Jersey
$16K – – –
RAM
2595
Riggs Asset Management
Pennsylvania
$15K – – –
TFGT
2596
TS Financial Group (TSFG)
Illinois
$15K – – –
DFCM
2597
Dark Forest Capital Management
Puerto Rico
$15K +$15.8K +44 New
CWA
2598
Carolina Wealth Advisors
South Carolina
$13K – – –
SC
2599
Steph & Co
Wisconsin
$13K – – –
LFA
2600
Level Financial Advisors
New York
$12K – – –