We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
2701
RFP Financial Group
Georgia
$44K – – –
IRC
2702
Investors Research Corp
Georgia
$42.1K – – –
AW
2703
Avion Wealth
Texas
$42K +$17.6K +47 +76%
TF
2704
TimeScale Financial
Massachusetts
$41.7K – – –
MSE
2705
MUFG Securities EMEA
United Kingdom
$39.3K -$202K -537 -84%
CFFP
2706
Center for Financial Planning
Michigan
$39.3K -$30K -80 -44%
JAM
2707
JCIC Asset Management
Ontario, Canada
$39.3K – – –
LFA
2708
Legend Financial Advisors
Pennsylvania
$39.3K – – –
AA
2709
AlphaMark Advisors
Kentucky
$39K – – –
AWM
2710
AllSquare Wealth Management
New York
$37.9K – – –
SA
2711
SRH Advisors
Kansas
$35.6K – – –
SN
2712
Sittner & Nelson
Oregon
$34.2K – – –
HI
2713
Hoey Investments
Pennsylvania
$33.4K -$16.1K -43 -34%
SIC
2714
SJS Investment Consulting
Ohio
$33K -$2.25K -6 -7%
FWM
2715
Focused Wealth Management
New York
$32.5K – – –
CCMI
2716
Creative Capital Management Investments
California
$32.3K – – –
FSWA
2717
Financial Synergies Wealth Advisors
Texas
$32.2K -$1.13K -3 -4%
UIA
2718
Ulland Investment Advisors
Minnesota
$32K – – –
CWA
2719
Clearview Wealth Advisors
Oregon
$31.5K – – –
MS
2720
Mizuho Securities
Japan
$31.5K -$124K -330 -80%
CMP
2721
Coston McIsaac & Partners
Maine
$31K – – –
FPFS
2722
First Personal Financial Services
North Carolina
$30.7K – – –
DAM
2723
Delta Asset Management
Tennessee
$29.9K – – –
GFL
2724
Granite FO LLC
New Hampshire
$29.9K – – –
BG
2725
Bollard Group
Massachusetts
$29K +$28.1K +75 New