We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
2701
High Net Worth Advisory Group
Florida
$457K +$20.4K +41 +5%
PFWA
2702
Paces Ferry Wealth Advisors
Georgia
$457K – – –
NG
2703
Northstar Group
New York
$457K -$47.4K -95 -10%
JMA
2704
J.M. Arbour
Maine
$457K +$13K +26 +3%
EHWM
2705
Eads & Heald Wealth Management
Georgia
$457K +$8.48K +17 +2%
HTWM
2706
Hartmann Taylor Wealth Management
Texas
$454K – – –
BMC
2707
Benin Management Corp
Connecticut
$451K – – –
CWA
2708
Consilio Wealth Advisors
Washington
$450K -$5.98K -12 -1%
TTWM
2709
TCV Trust & Wealth Management
Virginia
$450K – – –
AIM
2710
Avity Investment Management
Connecticut
$449K – – –
OBWA
2711
Oak Barrel Wealth Advisory
Virginia
$448K +$435K +873 New
OHWP
2712
Oak Harbor Wealth Partners
North Carolina
$448K -$32.4K -65 -7%
CTA
2713
Colonial Trust Advisors
South Carolina
$448K +$20.4K +41 +5%
CG
2714
Cynosure Group
Utah
$446K +$433K +868 New
KFAS
2715
Keating Financial Advisory Services
Kansas
$445K +$102K +205 +31%
CWMK
2716
Caliber Wealth Management (Kansas)
Kansas
$445K +$38.9K +78 +10%
WDC
2717
Woodward Diversified Capital
California
$444K +$11.5K +23 +3%
MCC
2718
Malaga Cove Capital
California
$444K -$79.8K -160 -16%
TPBG
2719
Turning Point Benefit Group
Maryland
$443K -$185K -372 -30%
VW
2720
Vantus Wealth
Pennsylvania
$443K +$430K +862 New
HCA
2721
Heck Capital Advisors
Wisconsin
$442K +$499 +1 +0.1%
ECM
2722
Elgethun Capital Management
South Dakota
$440K +$35.4K +71 +9%
PWP
2723
Phillips Wealth Planners
Mississippi
$439K +$4.49K +9 +1%
BWM
2724
BCS Wealth Management
Tennessee
$439K +$13.5K +27 +3%
NCM
2725
Noesis Capital Mangement
Florida
$438K -$36.4K -73 -8%
107 108
109
110 111