We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
WSA
3376
Wealth Science Advisors
Georgia
$160K +$147K +280 New
MWA
3377
Medallion Wealth Advisors
Connecticut
$159K +$23.7K +45 +16%
POIA
3378
Pin Oak Investment Advisors
Texas
$158K -$527 -1 -0.3%
ACA
3379
Atlas Capital Advisors
Wyoming
$157K +$162K +308 +4,400%
CC
3380
Corsicana & Co
Texas
$157K – – –
SWA
3381
SOA Wealth Advisors
New York
$154K +$4.21K +8 +3%
S
3382
Sachetta
Massachusetts
$153K +$10.5K +20 +7%
IAAG
3383
Innovative Asset Advisors Group
Connecticut
$151K +$160K +303 New
AG
3384
AmeriFlex Group
Nevada
$150K -$46.9K -89 -23%
CAM
3385
Cacti Asset Management
Georgia
$150K – – –
CFFP
3386
Center for Financial Planning
Michigan
$150K – – –
RA
3387
Rational Advisors
New York
$147K – – –
NWM
3388
Nova Wealth Management
Florida
$146K -$24.8K -47 -14%
TGY2IT
3389
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$145K +$153K +290 New
EWP
3390
Elevation Wealth Partners
California
$144K +$16.3K +31 +12%
P
3391
Palladiem
Pennsylvania
$141K – – –
TLCM
3392
Twin Lakes Capital Management
California
$139K – – –
BOJHT
3393
Bank of Jackson Hole Trust
Wyoming
$137K -$13.7K -26 -9%
LC
3394
Lavaca Capital
Texas
$137K +$527 +1 +0.4%
HIMS
3395
Hager Investment Management Services
New Hampshire
$135K – – –
RP
3396
Rowlandmiller & Partners
Georgia
$135K – – –
BLC
3397
Brown, Lisle/Cummings
Rhode Island
$135K +$24.2K +46 +21%
RIAS
3398
Rachor Investment Advisory Services
Michigan
$133K – – –
RWM
3399
Rialto Wealth Management
New York
$133K +$56.9K +108 +68%
HFS
3400
Horizon Financial Services
North Carolina
$132K +$83.7K +159 +151%