We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
3201
O'Rourke & Company
Massachusetts
$220K -$13.6K -25 -6%
BWCS
3202
Beirne Wealth Consulting Services
Connecticut
$219K – – –
FWIA
3203
Fort Washington Investment Advisors
Ohio
$219K – – –
OW
3204
Olistico Wealth
Oklahoma
$219K – – –
SWC
3205
Spectrum Wealth Counsel
Indiana
$219K – – –
TT
3206
TI-Trust
Illinois
$219K – – –
CWM
3207
Consultiva Wealth Management
Puerto Rico
$219K +$218K +400 New
SCA
3208
Sassicaia Capital Advisers
New York
$219K +$218K +400 New
VIP
3209
Viewpoint Investment Partners
Alberta, Canada
$219K +$218K +400 New
MCIA
3210
Mountain Capital Investment Advisors
Colorado
$219K +$1.09K +2 +0.5%
VW
3211
Vance Wealth
California
$218K +$217K +398 New
EA
3212
Ellsworth Advisors
Ohio
$218K -$14.2K -26 -6%
LFS
3213
Lutz Financial Services
Nebraska
$218K -$3.81K -7 -2%
FNWM
3214
Financial Network Wealth Management
Utah
$217K – – –
SW
3215
Schulz Wealth
Texas
$217K – – –
TAM
3216
TCP Asset Management
Ohio
$216K – – –
VHAM
3217
Van Hulzen Asset Management
California
$215K +$14.2K +26 +7%
MWM
3218
Momentous Wealth Management
Washington
$215K +$1.63K +3 +0.8%
HCM
3219
Hutchinson Capital Management
California
$215K -$544 -1 -0.3%
HFS
3220
Hopwood Financial Services
Virginia
$215K – – –
TCM
3221
Tandem Capital Management
New Jersey
$213K – – –
AWC
3222
Abundance Wealth Counselors
Pennsylvania
$213K -$5.44K -10 -2%
WA
3223
WPG Advisers
Maryland
$212K -$112K -206 -35%
SDWMA
3224
Schneider Downs Wealth Management Advisors
Pennsylvania
$212K – – –
UWM
3225
USAdvisors Wealth Management
Minnesota
$212K -$5.44K -10 -3%
127 128
129
130 131