We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3301
Fairscale Capital
New Hampshire
$182K – – –
ACM
3302
Aster Capital Management
United Arab Emirates
$181K -$1.69M -2,945 -90%
WTA
3303
Washington Trust Advisors
Massachusetts
$177K -$16.1K -28 -8%
SWA
3304
SOA Wealth Advisors
New York
$172K – – –
CFFP
3305
Center for Financial Planning
Michigan
$171K – – –
CAM
3306
Cacti Asset Management
Georgia
$170K – – –
BGAI
3307
Bruce G. Allen Investments
Colorado
$168K +$24.7K +43 +17%
SMFG
3308
Sumitomo Mitsui Financial Group
Japan
$168K -$204K -355 -55%
BOJHT
3309
Bank of Jackson Hole Trust
Wyoming
$167K +$7.47K +13 +5%
PGAM
3310
Princeton Global Asset Management
New Jersey
$167K +$58.6K +102 +53%
CC
3311
Corsicana & Co
Texas
$163K +$164K +286 New
CJ
3312
Caitlin John
Michigan
$160K +$161K +281 New
TLCM
3313
Twin Lakes Capital Management
California
$157K – – –
GC
3314
GFG Capital
Florida
$156K -$132K -229 -45%
MWA
3315
Medallion Wealth Advisors
Connecticut
$155K – – –
HIMS
3316
Hager Investment Management Services
New Hampshire
$154K – – –
RP
3317
Rowlandmiller & Partners
Georgia
$154K – – –
VWA
3318
VSM Wealth Advisory
Maryland
$153K – – –
FCT
3319
Family Capital Trust
Massachusetts
$152K +$154K +268 New
RA
3320
Rational Advisors
New York
$150K +$6.32K +11 +4%
EWP
3321
Elevation Wealth Partners
California
$146K +$27K +47 +22%
PCTC
3322
Perkins Coie Trust Company
Washington
$142K – – –
RFA
3323
Reyes Financial Architecture
California
$140K +$142K +247 New
BAM
3324
Bellevue Asset Management
Washington
$136K – – –
SHIM
3325
Stone House Investment Management
Pennsylvania
$135K +$1.15K +2 +0.9%
131 132
133
134 135