We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
2626
Motive Wealth Advisors
Michigan
$500K -$6.53K -12 -1%
FAN
2627
Financial Advisors Network
California
$500K +$22.3K +41 +5%
T
2628
TOBAM
France
$500K -$217K -398 -30%
PA
2629
Promethium Advisors
Maryland
$500K +$41.9K +77 +9%
WCFA
2630
Walkner Condon Financial Advisors
Wisconsin
$500K +$47.9K +88 +11%
PPW
2631
Parcion Private Wealth
Washington
$499K – – –
RPCONE
2632
Retirement Planning Company of New England
Rhode Island
$497K -$8.17K -15 -2%
BBA
2633
Braun-Bostich & Associates
Pennsylvania
$496K +$18.5K +34 +4%
NG
2634
Northstar Group
New York
$494K +$46.8K +86 +11%
IIM
2635
Illumine Investment Management
Washington
$494K – – –
OCM
2636
Ovata Capital Management
Hong Kong
$493K +$490K +900 New
TAM
2637
Townsend Asset Management
North Carolina
$492K – – –
BI
2638
Ballast Inc
Kentucky
$492K +$125K +229 +34%
DO
2639
denkapparat Operations
Germany
$491K -$79.5K -146 -14%
GBWM
2640
Granite Bay Wealth Management
New Hampshire
$491K – – –
HOWA
2641
Heritage Oak Wealth Advisors
Florida
$491K -$1.09K -2 -0.2%
LFG
2642
Lockerman Financial Group
California
$490K +$9.26K +17 +2%
CWL
2643
Causey Wealth LLC
Colorado
$489K – – –
TPBG
2644
Turning Point Benefit Group
Maryland
$488K +$124K +227 +29%
NCTC
2645
New Covenant Trust Company
Indiana
$488K -$17.4K -32 -3%
EFH
2646
Eaton Financial Holdings
Florida
$487K -$153K -281 -24%
AW
2647
Apricus Wealth
South Carolina
$487K +$109K +200 +29%
Betterment LLC
2648
Betterment LLC
New York
$487K +$28.3K +52 +6%
OHWP
2649
Oak Harbor Wealth Partners
North Carolina
$487K +$183K +337 +61%
AWG
2650
Altus Wealth Group
Colorado
$486K +$3.81K +7 +0.8%