We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
3301
FWL Investment Management
Texas
$70.6K -$8.8K -17 -11%
FFA
3302
Frazier Financial Advisors
Ohio
$69.9K -$8.28K -16 -11%
OAJ
3303
Ogorek Anthony Joseph
New York
$69K – – –
WCM
3304
Winthrop Capital Management
Indiana
$67K +$2.59K +5 +4%
JSAM
3305
J. Safra Asset Management
New York
$66.7K – – –
SC
3306
Swan Capital
Florida
$65.8K -$38.8K -75 -38%
SIC
3307
SJS Investment Consulting
Ohio
$65.3K -$15K -29 -19%
PG
3308
Proffitt & Goodson
Tennessee
$64.2K – – –
GWP
3309
Gen-Wealth Partners
Michigan
$63.7K -$43.5K -84 -41%
MDA
3310
Minot DeBlois Advisors
Massachusetts
$63.2K +$62.1K +120 New
SWA
3311
SOA Wealth Advisors
New York
$61.7K -$518 -1 -0.8%
CAWM
3312
Capital A Wealth Management
Pennsylvania
$60.6K +$59.5K +115 New
VWM
3313
Valley Wealth Managers
New Jersey
$60K – – –
LIS
3314
Legacy Investment Solutions
Idaho
$59.1K – – –
LWMI
3315
Legacy Wealth Management (Idaho)
Idaho
$59.1K – – –
PP
3316
Pingora Partners
Wyoming
$59K -$5.18K -10 -8%
NI
3317
NCP Inc
California
$59K – – –
LWA
3318
Lowe Wealth Advisors
Maryland
$56.9K +$10.9K +21 +24%
CTB
3319
Country Trust Bank
Illinois
$56.3K – – –
VWA
3320
Valued Wealth Advisors
Utah
$55.8K -$1.55K -3 -3%
HGERS
3321
Householder Group Estate & Retirement Specialist
Arizona
$55K -$205K -396 -79%
AG
3322
AmeriFlex Group
Nevada
$54.5K +$50.7K +98 New
ECM
3323
Eisler Capital Management
United Kingdom
$54.3K +$53.8K +104 New
BMC
3324
Bear Mountain Capital
Washington
$53.4K – – –
AWM
3325
AllSquare Wealth Management
New York
$52.7K – – –