We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MIC
2826
Meridian Investment Counsel
California
$243K -$29.3K -63 -11%
PH
2827
Pinnacle Holdings
Oklahoma
$242K +$16.3K +35 +8%
ODIJL
2828
One Day In July LLC
Vermont
$242K +$228K +490 New
CA
2829
CSM Advisors
Pennsylvania
$241K +$228K +490 New
AGAM
2830
Audent Global Asset Management
California
$241K -$486K -1,045 -68%
HWA
2831
Heartwood Wealth Advisors
Virginia
$241K – – –
SWM
2832
Shakespeare Wealth Management
Wisconsin
$241K +$3.72K +8 +2%
RW
2833
Regimen Wealth
Georgia
$241K +$465 +1 +0.2%
RFG
2834
REAP Financial Group
Texas
$240K +$13.5K +29 +6%
RWA
2835
Rooted Wealth Advisors
Illinois
$239K -$9.77K -21 -4%
EBA
2836
Eagle Bay Advisors
New York
$239K -$2.33K -5 -1%
GF
2837
GGM Financials
Ohio
$238K +$465 +1 +0.2%
UFA
2838
US Financial Advisors
Massachusetts
$238K – – –
FZCM
2839
Flynn Zito Capital Management
New York
$237K – – –
CW
2840
Channel Wealth
California
$236K -$10.7K -23 -5%
LWM
2841
LJI Wealth Management
Indiana
$235K +$7.91K +17 +4%
PWP
2842
Precedent Wealth Partners
Texas
$235K -$18.6K -40 -8%
BFAG
2843
Blackston Financial Advisory Group
Florida
$235K +$221K +475 New
AA
2844
Addison Advisors
Vermont
$235K +$7.91K +17 +4%
FF
2845
Fluent Financial
Texas
$235K -$6.98K -15 -3%
HCM
2846
Heathbridge Capital Management
Ontario, Canada
$235K – – –
BMMM
2847
Boston Mountain Money Management
Arkansas
$234K -$3.25K -7 -1%
HWMO
2848
Heritage Wealth Management (Ohio)
Ohio
$234K – – –
SAM
2849
Secure Asset Management
Michigan
$233K +$220K +473 New
MAP
2850
Moody Aldrich Partners
Massachusetts
$233K -$129K -277 -37%
112 113
114
115 116