We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2601
Wealth Effects
Massachusetts
$218K – – –
GMA
2602
Glassy Mountain Advisors
Maryland
$218K – – –
GHA
2603
GW Henssler & Associates
Georgia
$216K -$1.2K -3 -0.5%
ODG
2604
O'Dell Group
Ohio
$216K -$59.8K -149 -21%
WB
2605
West Bancorporation
Iowa
$216K +$1.61K +4 +0.7%
BSSFA
2606
Baron Silver Stevens Financial Advisors
Florida
$215K +$218K +544 New
WBG
2607
Wharton Business Group
Pennsylvania
$214K – – –
GA
2608
Gateway Advisory
New Jersey
$213K +$7.22K +18 +3%
ONSWM
2609
Old North State Wealth Management
North Carolina
$212K +$6.02K +15 +3%
IAG
2610
Investment Advisory Group
Massachusetts
$211K +$8.03K +20 +4%
FMP
2611
Financial Management Professionals
Texas
$211K +$4.01K +10 +2%
TCM
2612
Traynor Capital Management
Pennsylvania
$211K +$401 +1 +0.2%
LL
2613
LPWM LLC
Minnesota
$211K +$214K +532 New
KIA
2614
KLR Investment Advisors
Rhode Island
$210K +$12.4K +31 +6%
KFG
2615
Kingdom Financial Group
Arizona
$210K +$213K +530 New
AFG
2616
ABLE Financial Group
Arizona
$210K -$73.1K -182 -26%
BCM
2617
Brooktree Capital Management
Michigan
$210K – – –
MAP
2618
Moody Aldrich Partners
Massachusetts
$210K +$213K +530 New
GJIA
2619
Glass Jacobson Investment Advisors
Maryland
$209K – – –
MAWA
2620
Moss Adams Wealth Advisors
Washington
$208K +$211K +526 New
RB
2621
Rodgers Brothers
Pennsylvania
$208K – – –
IIA
2622
Integral Investment Advisors
California
$208K – – –
VNB
2623
Virginia National Bank
Virginia
$207K – – –
CAGAS
2624
Capital Advisory Group Advisory Services
Minnesota
$207K +$210K +523 New
GCP
2625
GSA Capital Partners
United Kingdom
$207K -$200K -499 -49%
103 104
105
106 107