We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3376
Elevation Wealth Partners
California
$159K +$11K +22 +8%
AG
3377
AmeriFlex Group
Nevada
$159K +$3.99K +8 +3%
WAG
3378
Wilkerson Advisory Group
Missouri
$155K -$55.8K -112 -27%
CAM
3379
Cacti Asset Management
Georgia
$154K – – –
CFFP
3380
Center for Financial Planning
Michigan
$154K – – –
SIA
3381
SkyView Investment Advisors
New Jersey
$154K -$948K -1,901 -86%
AFG
3382
Albion Financial Group
Utah
$153K +$24.4K +49 +20%
SWA
3383
SOA Wealth Advisors
New York
$152K -$5.98K -12 -4%
PWA
3384
Provenance Wealth Advisors
Florida
$152K +$124K +249 +541%
TAP
3385
Tounjian Advisory Partners
Florida
$144K -$2.98M -5,983 -96%
AA
3386
Addison Advisors
Vermont
$144K -$136K -272 -49%
RWM
3387
Raffa Wealth Management
District of Columbia
$144K +$35.4K +71 +34%
NWM
3388
Nova Wealth Management
Florida
$143K -$6.48K -13 -4%
TLCM
3389
Twin Lakes Capital Management
California
$143K +$499 +1 +0.4%
LC
3390
Lavaca Capital
Texas
$141K – – –
VWA
3391
VSM Wealth Advisory
Maryland
$139K +$135K +270 New
HIMS
3392
Hager Investment Management Services
New Hampshire
$139K – – –
RP
3393
Rowlandmiller & Partners
Georgia
$139K – – –
AWM
3394
Activest Wealth Management
Florida
$137K -$52.4K -105 -28%
VWM
3395
Valley Wealth Managers
New Jersey
$135K – – –
PGAM
3396
Princeton Global Asset Management
New Jersey
$134K -$499 -1 -0.4%
RIAS
3397
Rachor Investment Advisory Services
Michigan
$134K -$2.99K -6 -2%
OPTFSNA
3398
Old Point Trust & Financial Services N A
Virginia
$132K – – –
SL
3399
Salomon & Ludwin
Virginia
$131K -$785K -1,575 -86%
NFSG
3400
Newbridge Financial Services Group
Florida
$130K – – –
134 135
136
137 138