We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
FAP
2751
Financial Advisory Partners
Florida
$272K – – –
ODG
2752
O'Dell Group
Ohio
$270K +$465 +1 +0.2%
LB
2753
Legacy Bridge
Iowa
$269K – – –
QPWM
2754
Quadrant Private Wealth Management
Pennsylvania
$269K +$26K +56 +11%
BWA
2755
Bordeaux Wealth Advisors
California
$269K +$253K +544 New
AF
2756
Apollon Financial
South Carolina
$269K – – –
MHC
2757
Meyer Handelman Company
New York
$268K -$7.91K -17 -3%
KC
2758
Kingfisher Capital
North Carolina
$267K +$21.9K +47 +9%
WBG
2759
Wharton Business Group
Pennsylvania
$267K -$11.2K -24 -4%
JTWM
2760
Jackson Thornton Wealth Management
Alabama
$267K -$1.4K -3 -0.6%
FTA
2761
Financial & Tax Architects
Missouri
$266K – – –
IAG
2762
Investmark Advisory Group
Connecticut
$266K – – –
CPIA
2763
Cornell Pochily Investment Advisors
New York
$265K – – –
BL
2764
Balentine LLC
Georgia
$264K +$249K +535 New
MIM
2765
Marco Investment Management
Georgia
$264K -$12.6K -27 -5%
LL
2766
LPWM LLC
Minnesota
$263K – – –
ES
2767
Eagle Strategies
New York
$263K +$10.7K +23 +5%
RB
2768
Rodgers Brothers
Pennsylvania
$263K – – –
TFA
2769
Trinity Financial Advisors
Ohio
$263K – – –
FAT
2770
First American Trust
California
$262K +$2.33K +5 +1%
1WM
2771
1900 Wealth Management
Texas
$261K +$465 +1 +0.2%
WP
2772
WealthShield Partners
North Carolina
$260K +$245K +527 New
DDPIC
2773
Deroy & Devereaux Private Investment Counsel
Michigan
$260K -$326K -700 -57%
VR
2774
Valued Retirements
Texas
$259K – – –
AW
2775
Apricus Wealth
South Carolina
$259K – – –