We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3301
Beacon Financial Advisory
Ohio
$211K -$37.9K -76 -16%
CW
3302
Cedarwood Wealth
Colorado
$211K -$15.5K -31 -7%
FI
3303
Finivi Inc
Massachusetts
$210K +$204K +410 New
CIA
3304
CCM Investment Advisers
South Carolina
$210K -$36.4K -73 -15%
ONSWM
3305
Old North State Wealth Management
North Carolina
$210K -$30.9K -62 -13%
CC
3306
Climber Capital
Switzerland
$210K -$350K -701 -63%
FA
3307
Fiducient Advisors
Illinois
$209K -$302K -606 -60%
BSC
3308
Brown Shipley & Co
United Kingdom
$209K -$19.4K -39 -9%
CSWG
3309
Cardinal Strategic Wealth Guidance
Kentucky
$209K -$997 -2 -0.5%
CHA
3310
Cooper/Haims Advisors
New York
$209K – – –
FC
3311
Fairscale Capital
New Hampshire
$209K – – –
RAM
3312
Rempart Asset Management
Canada
$209K – – –
CCMR
3313
Core Capital Management & Research
Texas
$208K +$179K +359 New
TCM
3314
Tufton Capital Management
Maryland
$208K -$9.97K -20 -5%
WFAG
3315
Wescott Financial Advisory Group
Pennsylvania
$208K +$202K +405 New
SFS
3316
Summit Financial Strategies
Ohio
$208K – – –
OW
3317
Olistico Wealth
Oklahoma
$207K +$1.99K +4 +1%
PFW
3318
Petros Family Wealth
Minnesota
$207K -$30.4K -61 -13%
SFMG
3319
Sage Financial Management Group
Virginia
$207K – – –
EWP
3320
Equity Wealth Partners
Missouri
$207K +$201K +403 New
IPW
3321
Intergy Private Wealth
Colorado
$206K -$49.9K -100 -20%
CFSG
3322
Community Financial Services Group
Vermont
$206K -$69.3K -139 -26%
BOSSRA
3323
B.O.S.S. Retirement Advisors
Utah
$206K +$199K +400 New
MWA
3324
Monograph Wealth Advisors
California
$205K -$494K -991 -71%
WB
3325
West Bancorporation
Iowa
$205K -$93.7K -188 -32%
131 132
133
134 135