We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2701
Darwin Wealth Management
Florida
$294K -$32K -70 -10%
EPA
2702
Element Pointe Advisors
Florida
$293K -$29.7K -65 -10%
TFA
2703
Teamwork Financial Advisors
Texas
$292K -$45.3K -99 -14%
FWP
2704
FAS Wealth Partners
Kansas
$291K -$10.5K -23 -4%
FFW
2705
Fusion Family Wealth
New York
$290K – – –
AA
2706
AJ Advisors
Tennessee
$290K +$9.6K +21 +4%
BCP
2707
Blue Chip Partners
Michigan
$289K +$275K +601 New
ODA
2708
One Degree Advisors
California
$289K – – –
OAM
2709
Occidental Asset Management
California
$288K +$41.1K +90 +18%
BWP
2710
Baldwin Wealth Partners
Massachusetts
$287K – – –
HDIM
2711
Hanson & Doremus Investment Management
Vermont
$287K +$8.69K +19 +3%
BC
2712
Barrett & Company
Rhode Island
$287K – – –
BDFN
2713
Bond & Devick Financial Network
Minnesota
$287K – – –
HCP
2714
Hexagon Capital Partners
Arkansas
$285K -$203K -445 -43%
KPPF
2715
Klein Pavlis & Peasley Financial
California
$285K – – –
SIS
2716
Sound Income Strategies
Florida
$285K +$1.83K +4 +0.7%
VCM
2717
Versant Capital Management
Arizona
$285K +$19.7K +43 +8%
SICM
2718
Sustainable Insight Capital Management
New York
$284K -$45.7K -100 -14%
BCP
2719
Berkeley Capital Partners
Georgia
$284K – – –
GHAM
2720
Gilman Hill Asset Management
Connecticut
$284K +$6.4K +14 +2%
MCM
2721
Morton Capital Management
California
$283K +$3.66K +8 +1%
Q
2722
QVR
California
$283K +$268K +587 New
HA
2723
Hofer & Associates
California
$282K +$2.29K +5 +0.9%
CWM
2724
Campbell Wealth Management
Virginia
$282K +$268K +586 New
VCM
2725
Vivaldi Capital Management
Illinois
$282K -$121K -264 -30%
107 108
109
110 111