MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2576
Flagship Wealth Advisors
Massachusetts
$557K – – –
CMAI
2577
Capital Management Associates Inc
Minnesota
$556K -$580K -1,048 -51%
NPF
2578
Norris Perne & French
Michigan
$554K – – –
IMC
2579
Investment Management Corporation
Virginia
$553K +$9.4K +17 +2%
HFM
2580
Hartford Financial Management
Connecticut
$553K -$6.64K -12 -1%
XF
2581
XML Financial
Maryland
$552K -$74.7K -135 -12%
CPA
2582
Clear Point Advisors
New York
$552K – – –
GCM
2583
Gallacher Capital Management
Colorado
$552K +$208K +376 +62%
PW
2584
PUREfi Wealth
Massachusetts
$552K +$55.9K +101 +11%
VCP
2585
Verus Capital Partners
Arizona
$551K +$3.87K +7 +0.7%
SWAG
2586
Spectrum Wealth Advisory Group
California
$549K +$553 +1 +0.1%
JWBC
2587
J.W. Burns & Co
New York
$549K -$6.64K -12 -1%
OHWP
2588
Oak Harbor Wealth Partners
North Carolina
$549K +$49.2K +89 +10%
BHB
2589
Bank Hapoalim BM
Israel
$548K -$2.77K -5 -0.5%
TPBG
2590
Turning Point Benefit Group
Maryland
$548K -$17.1K -31 -3%
WIC
2591
Wilkins Investment Counsel
Massachusetts
$548K – – –
TAM
2592
Townsend Asset Management
North Carolina
$547K +$42K +76 +8%
WGC
2593
Watts Gwilliam & Co
Arizona
$547K +$8.85K +16 +2%
CFAM
2594
Center For Asset Management
Florida
$547K +$44.2K +80 +8%
LDB
2595
Lee, Danner & Bass
Tennessee
$547K – – –
SWA
2596
Strategies Wealth Advisors
Michigan
$545K +$6.08K +11 +1%
DIM
2597
DLK Investment Management
California
$545K -$553 -1 -0.1%
BPAMU
2598
BTG Pactual Asset Management US
New York
$544K -$1.5M -2,704 -74%
BWM
2599
BCS Wealth Management
Tennessee
$542K +$81.3K +147 +18%
RMP
2600
Richards, Merrill & Peterson
Washington
$541K +$6.64K +12 +1%
102 103
104
105 106