We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
YCG
2901
Yeomans Consulting Group
Georgia
$216K -$52.5K -113 -21%
FI
2902
Finivi Inc
Massachusetts
$216K -$11.6K -25 -5%
RCM
2903
RNC Capital Management
California
$216K – – –
DA
2904
Dover Advisors
Virginia
$216K +$203K +437 New
CWM
2905
Cabot Wealth Management
Massachusetts
$215K +$202K +435 New
CHA
2906
Cooper/Haims Advisors
New York
$215K +$202K +435 New
OPPS
2907
Obsidian Personal Planning Solutions
Maryland
$215K +$200K +430 New
HPIA
2908
Hamilton Point Investment Advisors
North Carolina
$214K +$202K +434 New
WPA
2909
West Paces Advisors
Georgia
$214K – – –
SSW
2910
Smith Shellnut Wilson
Mississippi
$212K +$200K +430 New
I
2911
IMPACTfolio
Colorado
$212K +$200K +430 New
PGWM
2912
Pitti Group Wealth Management
New York
$212K – – –
MMHP
2913
Murphy Middleton Hinkle & Parker
Georgia
$211K +$199K +428 New
OWA
2914
Opal Wealth Advisors
New York
$211K -$90.7K -195 -31%
AIA
2915
Accelerate Investment Advisors
California
$210K +$198K +425 New
FSA
2916
Financial Security Advisor
Virginia
$210K +$197K +424 New
EA
2917
Ellsworth Advisors
Ohio
$209K +$197K +424 New
BWA
2918
Brave Warrior Advisors
New York
$208K +$196K +422 New
QP
2919
Quartz Partners
New York
$208K +$196K +422 New
VDI
2920
Vaughan David Investments
Illinois
$208K +$196K +421 New
AWP
2921
Abacus Wealth Partners
California
$208K +$196K +421 New
KL
2922
KWMG LLC
Kansas
$208K +$196K +421 New
RFG
2923
Range Financial Group
Oregon
$207K -$275K -591 -59%
TPWA
2924
TRUE Private Wealth Advisors
Oregon
$206K -$269K -578 -58%
JBA
2925
Johnson Bixby & Associates
Washington
$206K +$194K +418 New
115 116
117
118 119