We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2926
Activest Wealth Management
Florida
$152K -$91.1K -200 -37%
AAG
2927
Armstrong Advisory Group
Massachusetts
$150K -$3.64K -8 -2%
CTC
2928
Cetera Trust Company
Minnesota
$149K
SHIM
2929
Stone House Investment Management
Pennsylvania
$147K -$8.65K -19 -5%
QL
2930
Quarry LP
New York
$147K +$152K +334 New
CJ
2931
Caitlin John
Michigan
$147K -$28.2K -62 -16%
BCMLT
2932
Beacon Capital Management LLC (Tennessee)
Tennessee
$147K +$4.55K +10 +3%
OCM
2933
Orion Capital Management
California
$145K
SC
2934
Swan Capital
Florida
$143K +$148K +325 New
NFSG
2935
Newbridge Financial Services Group
Florida
$142K -$54.7K -120 -27%
GA
2936
GoalVest Advisory
New York
$139K -$79.3K -174 -36%
AWM
2937
Abound Wealth Management
Tennessee
$137K -$4.1K -9 -3%
SAS
2938
Stelac Advisory Services
New York
$137K
IGWM
2939
ICA Group Wealth Management
Colorado
$137K -$733K -1,608 -84%
CAM
2940
Cacti Asset Management
Georgia
$133K
CFFP
2941
Center for Financial Planning
Michigan
$132K
CAC
2942
Core Alternative Capital
Georgia
$127K
RFA
2943
Register Financial Advisors
Georgia
$125K
SFC
2944
Strategic Financial Concepts
Texas
$125K +$25.2M +55,348 +12,522%
EFMH
2945
E Fund Management (HK)
Hong Kong
$123K -$409K -898 -76%
LFASL
2946
Lugano Financial Advisors SA (LFA)
Switzerland
$123K +$97.5K +214 +334%
TLCM
2947
Twin Lakes Capital Management
California
$121K +$456 +1 +0.4%
MHR
2948
Matthew Hamilton Rosenberg
$121K +$6.38K +14 +5%
CIAS
2949
CBIZ Investment Advisory Services
Ohio
$119K
RP
2950
Rowlandmiller & Partners
Georgia
$119K