We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
3101
PKS Advisory Services
New York
$262K +$254K +509 New
PWM
3102
Provident Wealth Management
Tennessee
$261K – – –
PS
3103
Portfolio Strategies
New York
$261K +$499 +1 +0.2%
ORC
3104
O'Rourke & Company
Massachusetts
$261K – – –
FGWP
3105
Founders Grove Wealth Partners
Virginia
$259K -$284K -570 -53%
RFA
3106
Register Financial Advisors
Georgia
$259K +$499 +1 +0.2%
FWP
3107
Fiduciary Wealth Partners
Massachusetts
$259K +$5.98K +12 +2%
AWC
3108
Adamsbrown Wealth Consultants
Kansas
$259K +$252K +505 New
SS
3109
STG Securities
New York
$259K +$252K +505 New
WI
3110
Westbourne Investments
Virginia
$259K +$252K +505 New
NAMP
3111
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$259K -$4.49K -9 -2%
AA
3112
Acorns Advisers
California
$259K +$22.4K +45 +10%
TCOK
3113
Trust Company of Kansas
Kansas
$259K +$252K +505 New
BWM
3114
Bernard Wealth Management
Michigan
$259K – – –
RGC
3115
Roberts, Glore & Co
Illinois
$258K +$4.49K +9 +2%
PFG
3116
Prospect Financial Group
Virginia
$258K +$14.5K +29 +6%
FFG
3117
Fiduciary Financial Group
California
$257K +$250K +501 New
DAM
3118
Doheny Asset Management
California
$257K – – –
TC
3119
Trust Company
Kansas
$257K -$17.5K -35 -7%
SWM
3120
SilverOak Wealth Management
Minnesota
$257K -$4.49K -9 -2%
FHB
3121
First Hawaiian Bank
Hawaii
$257K – – –
LIA
3122
LS Investment Advisors
Michigan
$256K -$2.99K -6 -1%
FA
3123
Fermata Advisors
California
$255K +$248K +497 New
WTA
3124
Washington Trust Advisors
Massachusetts
$254K +$33.4K +67 +16%
PGWM
3125
Pitti Group Wealth Management
New York
$254K -$44.9K -90 -15%