We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2851
Orion Capital Management
California
$149K +$6.03K +15 +4%
BAM
2852
Bellevue Asset Management
Washington
$149K – – –
MFA
2853
McClarren Financial Advisors
Pennsylvania
$149K – – –
AAG
2854
Armstrong Advisory Group
Massachusetts
$148K – – –
BBPWM
2855
Blue Bell Private Wealth Management
Pennsylvania
$145K – – –
A
2856
AJOVista
Massachusetts
$145K +$137K +340 New
CTC
2857
Cetera Trust Company
Minnesota
$144K +$136K +338 New
PWMG
2858
Private Wealth Management Group
New Jersey
$139K +$131K +327 New
BCMLT
2859
Beacon Capital Management LLC (Tennessee)
Tennessee
$137K -$2.01K -5 -1%
PA
2860
Pineridge Advisors
Missouri
$136K +$128K +319 New
ICM
2861
Intrepid Capital Management
Florida
$135K +$7.63K +19 +6%
GWMIA
2862
Global Wealth Management Investment Advisory
Florida
$134K -$6.03K -15 -5%
WIA
2863
Wetzel Investment Advisors
Indiana
$133K +$125K +311 New
MSWM
2864
McGlone Suttner Wealth Management
Wisconsin
$130K +$123K +305 New
GG
2865
Greenwood Gearhart
Arkansas
$128K +$121K +300 New
CAM
2866
Cacti Asset Management
Georgia
$127K – – –
AWM
2867
Abound Wealth Management
Tennessee
$125K -$402 -1 -0.3%
WTA
2868
Washington Trust Advisors
Massachusetts
$123K -$169K -421 -59%
AFS
2869
Annapolis Financial Services
Maryland
$120K – – –
SAS
2870
Stelac Advisory Services
New York
$119K – – –
TLCM
2871
Twin Lakes Capital Management
California
$117K +$402 +1 +0.4%
RP
2872
Rowlandmiller & Partners
Georgia
$115K – – –
CSWM
2873
Cassady Schiller Wealth Management
Ohio
$111K – – –
RIM
2874
Rockbridge Investment Management
New York
$108K +$102K +254 New
FCG
2875
Financial Connections Group
California
$105K -$29.7K -74 -23%
113 114
115
116 117