We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3126
Abound Wealth Management
Tennessee
$251K +$52.3K +91 +26%
SWM
3127
Selective Wealth Management
Virginia
$250K +$248K +431 New
PWM
3128
Puff Wealth Management
New Jersey
$250K -$148M -258,272 -100%
WJA
3129
Willis Johnson & Associates
Texas
$249K +$252K +438 New
ACM
3130
Absolute Capital Management
Pennsylvania
$249K +$11.5K +20 +5%
WCM
3131
Warburton Capital Management
Oklahoma
$249K +$3.45K +6 +1%
BPW
3132
BLVD Private Wealth
Kentucky
$249K -$20.7K -36 -8%
RGC
3133
Roberts, Glore & Co
Illinois
$249K -$7.47K -13 -3%
PIMG
3134
Patriot Investment Management Group
Tennessee
$249K +$251K +437 New
FDS
3135
Freedom Day Solutions
Texas
$248K +$574 +1 +0.2%
BSTWA
3136
Blake Schutter Theil Wealth Advisors
Ohio
$248K -$13.2K -23 -5%
SWMG
3137
Stillwater Wealth Management Group
Florida
$248K +$250K +436 New
KPWG
3138
KFA Private Wealth Group
Virginia
$247K +$249K +434 New
SIAP
3139
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$247K +$1.72K +3 +0.7%
TI
3140
Truepoint Inc
Ohio
$246K – – –
KWA
3141
Kondo Wealth Advisors
California
$246K +$5.74K +10 +2%
SCP
3142
Sandhill Capital Partners
New York
$245K +$248K +431 New
MMA
3143
Mizuho Markets Americas
New York
$245K – – –
FSA
3144
Financial Security Advisor
Virginia
$245K +$8.04K +14 +3%
I
3145
IMPACTfolio
Colorado
$244K – – –
ICM
3146
Intrepid Capital Management
Florida
$244K – – –
LWM
3147
LongView Wealth Management
Georgia
$243K -$14.4K -25 -6%
CCG
3148
Coastwise Capital Group
California
$243K +$12.6K +22 +5%
OAS
3149
Optivise Advisory Services
Tennessee
$242K +$19K +33 +8%
FF
3150
Fluent Financial
Texas
$242K – – –
124 125
126
127 128