We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
2851
Millstone Evans Group
Colorado
$357K +$21.9K +44 +7%
APFP
2852
Action Point Financial Planning
Michigan
$355K +$349K +700 New
FH
2853
FWG Holdings
Florida
$355K -$9.97K -20 -3%
CRWM
2854
Castle Rock Wealth Management
California
$355K -$9.97K -20 -3%
TC
2855
Trilogy Capital
California
$353K -$128K -257 -27%
CB
2856
CNB Bank
Pennsylvania
$352K – – –
GSIAS
2857
Garden State Investment Advisory Services
New Jersey
$351K +$2.49K +5 +0.7%
LRIA
2858
Leonard Rickey Investment Advisors
Washington
$351K -$9.47K -19 -3%
YWM
2859
Yoder Wealth Management
California
$350K +$5.49K +11 +2%
WWMSC
2860
Wagner Wealth Management (South Carolina)
South Carolina
$349K +$8.97K +18 +3%
NSB
2861
Norway Savings Bank
Maine
$349K – – –
KWM
2862
Kaydan Wealth Management
Michigan
$348K -$4.49K -9 -1%
FFA
2863
Fi3 Financial Advisors
Indiana
$348K -$115K -230 -22%
KFA
2864
Kapstone Financial Advisors
Ohio
$348K – – –
WC
2865
Woodstock Corp
Massachusetts
$348K – – –
EPA
2866
Element Pointe Advisors
Florida
$348K +$34.4K +69 +11%
IAG
2867
Investment Advisory Group
Massachusetts
$348K +$76.8K +154 +29%
WOSD
2868
WFA of San Diego
California
$347K – – –
LGG
2869
Luts & Greenleigh Group
Maryland
$346K -$64.3K -129 -16%
LGW
2870
Leslie Global Wealth
Illinois
$345K +$3.99K +8 +1%
TSW
2871
Thompson Siegel & Walmsley
Virginia
$345K -$9.97K -20 -3%
BM
2872
Berman McAleer
Maryland
$343K +$13K +26 +4%
LRIC
2873
Long Road Investment Counsel
Michigan
$342K – – –
TDB
2874
Thompson David Blair
$342K +$332K +665 New
JFA
2875
JNBA Financial Advisors
Minnesota
$341K +$2.99K +6 +0.9%
113 114
115
116 117