We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
IEFM
2901
IQ EQ Fund Management
Ireland
$351K – – –
KFA
2902
Kapstone Financial Advisors
Ohio
$350K +$9.4K +17 +3%
VWM
2903
Vigilare Wealth Management
Arizona
$348K – – –
SLT
2904
St Louis Trust
Missouri
$348K – – –
BL
2905
Balentine LLC
Georgia
$347K +$342K +618 New
WSFG
2906
Wall Street Financial Group
Illinois
$347K +$342K +618 New
MTC
2907
Matrix Trust Company
Colorado
$347K +$114K +207 +50%
SIM
2908
SSI Investment Management
California
$347K -$211K -381 -38%
CTA
2909
Colonial Trust Advisors
South Carolina
$346K -$32.1K -58 -9%
ACA
2910
American Capital Advisory
Idaho
$346K +$2.77K +5 +0.8%
ACC
2911
Acorn Creek Capital
Colorado
$345K -$4.42K -8 -1%
FFS
2912
Founders Financial Securities
Maryland
$345K -$553 -1 -0.2%
GIP
2913
Greatmark Investment Partners
Georgia
$345K – – –
PAS
2914
Parsonex Advisory Services
Colorado
$345K +$340K +614 New
KCPG
2915
Kavar Capital Partners Group
Kansas
$344K – – –
Members Trust
2916
Members Trust
Florida
$344K +$339K +613 New
FTA
2917
Financial & Tax Architects
Missouri
$344K +$97.3K +176 +40%
IIA
2918
Integral Investment Advisors
California
$344K – – –
GCA
2919
Genesee Capital Advisors
New York
$343K – – –
MEG
2920
Millstone Evans Group
Colorado
$343K +$20.5K +37 +6%
GCM
2921
Genus Capital Management
British Columbia, Canada
$343K +$24.9K +45 +8%
IAG
2922
Investment Advisory Group
Massachusetts
$342K -$55.9K -101 -14%
EPA
2923
Element Pointe Advisors
Florida
$342K – – –
CCA
2924
Cadent Capital Advisors
Oklahoma
$340K +$132K +238 +65%
EGWAG
2925
Elwood & Goetz Wealth Advisory Group
Georgia
$340K +$49.2K +89 +17%