We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2601
DHJJ Financial Advisors
Illinois
$350K -$2.29K -5 -0.7%
CCM
2602
Crew Capital Management
Ohio
$349K +$4.57K +10 +1%
XWM
2603
Xcel Wealth Management
Florida
$349K +$7.31K +16 +2%
WP
2604
Woodline Partners
California
$349K +$331K +724 New
I
2605
INVST
Indiana
$348K +$1.37K +3 +0.4%
FAT
2606
First American Trust
California
$346K +$80K +175 +32%
EBA
2607
Eagle Bay Advisors
New York
$346K -$30.6K -67 -9%
KF
2608
KKM Financial
Illinois
$345K – – –
AIA
2609
AIMZ Investment Advisors
California
$344K – – –
MAG
2610
Mayfair Advisory Group
Alabama
$343K +$95.1K +208 +41%
TA
2611
Tactive Advisors
Florida
$343K +$325K +712 New
HC
2612
Hendley & Co
Ohio
$340K – – –
BWM
2613
Baron Wealth Management
Michigan
$340K +$30.2K +66 +10%
TFA
2614
Tranquilli Financial Advisor
New Jersey
$340K -$109K -239 -25%
DA
2615
Drake & Associates
Wisconsin
$339K -$2.29K -5 -0.7%
CWM
2616
Cherrydale Wealth Management
New Jersey
$338K +$57.6K +126 +22%
PWA
2617
Phoenix Wealth Advisors
North Carolina
$337K – – –
KWM
2618
Kaydan Wealth Management
Michigan
$335K – – –
WCG
2619
Weaver Consulting Group
California
$335K +$6.4K +14 +2%
LWM
2620
LongView Wealth Management
Georgia
$335K -$118K -259 -27%
BWM
2621
BlackDiamond Wealth Management
New York
$335K -$12.8K -28 -4%
DWM
2622
Denver Wealth Management
Colorado
$334K -$3.2K -7 -1%
XF
2623
XML Financial
Maryland
$334K +$16.5K +36 +5%
KFA
2624
Kapstone Financial Advisors
Ohio
$333K – – –
FFA
2625
Fi3 Financial Advisors
Indiana
$333K +$59.9K +131 +21%
103 104
105
106 107