We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3001
Gibson Capital
Pennsylvania
$263K +$2.07K +4 +0.8%
SWM
3002
Shakespeare Wealth Management
Wisconsin
$263K +$5.7K +11 +2%
LIA
3003
LS Investment Advisors
Michigan
$262K – – –
BIG
3004
Builder Investment Group
Georgia
$261K – – –
EM
3005
ELCO Management
New York
$261K – – –
PCP
3006
Panoramic Capital Partners
Oregon
$260K +$256K +494 New
PJWM
3007
Philip James Wealth Mangement
Georgia
$260K +$41.9K +81 +20%
AA
3008
Addison Advisors
Vermont
$260K +$9.32K +18 +4%
MIC
3009
Meridian Investment Counsel
California
$259K – – –
PGWM
3010
Pitti Group Wealth Management
New York
$259K -$3.11K -6 -1%
HWA
3011
Heartwood Wealth Advisors
Virginia
$259K +$1.55K +3 +0.6%
LWA
3012
Lifelong Wealth Advisors
Minnesota
$258K +$254K +490 New
NAMP
3013
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$257K -$36.2K -70 -13%
RW
3014
Regimen Wealth
Georgia
$257K – – –
UFA
3015
US Financial Advisors
Massachusetts
$257K +$3.11K +6 +1%
GSIS
3016
Global Strategic Investment Solutions
Arizona
$257K -$2.59K -5 -1%
AWP
3017
Abacus Wealth Partners
California
$256K +$34.2K +66 +16%
AFG
3018
Albion Financial Group
Utah
$256K -$75.1K -145 -23%
CWC
3019
Carolinas Wealth Consulting
North Carolina
$255K -$18.6K -36 -7%
PP
3020
Postrock Partners
Oregon
$255K +$251K +484 New
GF
3021
GGM Financials
Ohio
$255K – – –
MEAC
3022
M.E. Allison & Co
Texas
$254K +$250K +483 New
RGC
3023
Roberts, Glore & Co
Illinois
$254K -$12.9K -25 -5%
WWC
3024
Waypoint Wealth Counsel
Georgia
$254K +$16K +31 +7%
PVM
3025
Palogic Value Management
Texas
$253K +$5.18K +10 +2%
119 120
121
122 123