We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3051
Bullock Wealth Management
Indiana
$26.9K -$6.38K -14 -19%
FDCP
3052
Foster Dykema Cabot & Partners
Massachusetts
$26.5K -$911 -2 -3%
W
3053
WealthCollab
Washington
$26.5K – – –
BFS
3054
Burkett Financial Services
South Carolina
$26.1K -$18.7K -41 -41%
BHWM
3055
Beaird Harris Wealth Management
Texas
$25.5K +$5.47K +12 +26%
AFS
3056
Annapolis Financial Services
Maryland
$25.1K – – –
RWM
3057
Ruedi Wealth Management
Illinois
$24.7K +$9.11K +20 +56%
AS
3058
Altshuler Shaham
Israel
$24.3K -$1.82K -4 -7%
SCA
3059
Stuart Chaussee & Associates
California
$23.4K – – –
FCG
3060
Financial Connections Group
California
$23K +$19.1K +42 +350%
APC
3061
Aspire Private Capital
North Carolina
$22.9K – – –
SC
3062
Stephens Consulting
Michigan
$22.5K – – –
TCM
3063
Tradewinds Capital Management
Washington
$22.5K +$4.55K +10 +24%
EIM
3064
Essex Investment Management
Massachusetts
$22.1K – – –
HI
3065
Hoey Investments
Pennsylvania
$22.1K – – –
LWA
3066
Lowe Wealth Advisors
Maryland
$22.1K – – –
HEIP
3067
Hudson Edge Investment Partners
New Jersey
$22.1K +$22.8K +50 New
GPFA
3068
Game Plan Financial Advisors
Ohio
$21.6K – – –
4FG
3069
4Thought Financial Group
New York
$21.6K – – –
DI
3070
DAGCO Inc
Ohio
$21.6K – – –
PWA
3071
Provenance Wealth Advisors
Florida
$20.3K – – –
CTWM
3072
Cherry Tree Wealth Management
Minnesota
$19.9K +$16.9K +37 +463%
PGAM
3073
Princeton Global Asset Management
New Jersey
$19.6K – – –
WIM
3074
Westside Investment Management
California
$19.4K +$15K +33 +300%
KWAG
3075
Kiely Wealth Advisory Group
North Carolina
$18.2K – – –