We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2626
Lewis Asset Management
California
$499K +$48.8K +85 +11%
AWG
2627
Altus Wealth Group
Colorado
$499K -$4.59K -8 -0.9%
FFS
2628
Founders Financial Securities
Maryland
$499K +$151K +263 +43%
QPWM
2629
Quadrant Private Wealth Management
Pennsylvania
$498K +$163K +284 +48%
WHC
2630
Wulff, Hansen & Co
California
$498K -$152K -265 -23%
AIM
2631
Avity Investment Management
Connecticut
$498K – – –
LFG
2632
Lockerman Financial Group
California
$497K +$574 +1 +0.1%
MCM
2633
M1 Capital Management
Michigan
$496K +$39.6K +69 +9%
FA
2634
Fortis Advisors
Pennsylvania
$495K – – –
AG
2635
AmeriFlex Group
Nevada
$495K -$571K -994 -53%
VCM
2636
Vision Capital Management
Oregon
$494K +$5.74K +10 +1%
TC
2637
Trilogy Capital
California
$494K – – –
CWMK
2638
Caliber Wealth Management (Kansas)
Kansas
$492K -$81.5K -142 -14%
GPWM
2639
Grant Private Wealth Management
California
$492K +$496K +864 New
PJWM
2640
Philip James Wealth Mangement
Georgia
$491K +$103K +179 +26%
WPW
2641
Warther Private Wealth
Ohio
$490K -$57.4K -100 -10%
SPA
2642
Sherbrooke Park Advisers
New York
$489K +$494K +860 New
WGC
2643
Watts Gwilliam & Co
Arizona
$488K -$43.1K -75 -8%
EC
2644
EdgeRock Capital
Colorado
$488K -$30.4K -53 -6%
AA
2645
Argent Advisors
Louisiana
$487K +$85.6K +149 +21%
FC
2646
Financial Council
Maryland
$487K +$4.02K +7 +0.8%
TCOTS
2647
Trust Company of the South
North Carolina
$486K +$4.59K +8 +0.9%
GFPC
2648
Global Financial Private Client
Florida
$483K +$30.4K +53 +7%
FFG
2649
First Financial Group
North Carolina
$482K +$6.32K +11 +1%
HNWAG
2650
High Net Worth Advisory Group
Florida
$482K – – –
104 105
106
107 108