We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3401
Centricity Wealth Management
Ohio
$15.8K +$15.5K +30 New
MFT
3402
Moisand Fitzgerald Tamayo
Florida
$14.7K – – –
WTFG
3403
Wood Tarver Financial Group
Idaho
$14K +$14K +27 New
CJH
3404
Christopher J. Hasenberg
Wisconsin
$12.6K – – –
CWM
3405
CarsonAllaria Wealth Management
Illinois
$12.5K – – –
SIM
3406
Synergy Investment Management
Florida
$12.1K +$11.9K +23 New
SRCM
3407
Signature Resources Capital Management
California
$12.1K – – –
SIA
3408
Sit Investment Associates
Minnesota
$12K – – –
FA
3409
Financial Avengers
California
$10.8K – – –
JFG
3410
JDM Financial Group
Texas
$10.6K -$3.11K -6 -23%
FGC
3411
Financial Gravity Companies
Texas
$10.5K – – –
CAM
3412
Chesapeake Asset Management
New York
$10.5K +$518 +1 +5%
PWA
3413
Principia Wealth Advisory
Texas
$10.5K +$10.4K +20 New
PS
3414
PayPay Securities
Japan
$9.48K -$4.66K -9 -33%
LIM
3415
Longfellow Investment Management
Massachusetts
$9.48K – – –
PIS
3416
POM Investment Strategies
North Carolina
$9.48K – – –
WW
3417
Winnow Wealth
Texas
$9.19K +$9.32K +18 New
RPA
3418
Redwood Park Advisors
California
$8.95K +$8.8K +17 New
FDCP
3419
Foster Dykema Cabot & Partners
Massachusetts
$8.43K -$33.6K -65 -80%
FG
3420
Fairman Group
Pennsylvania
$8.43K -$8.8K -17 -52%
TCM
3421
TD Capital Management
Tennessee
$6.87K +$3.11K +6 +86%
APF
3422
Alaska Permanent Fund
Alaska
$5.79K – – –
VWWMG
3423
Vermillion & White Wealth Management Group
Pennsylvania
$5.79K – – –
RFA
3424
Reyes Financial Architecture
California
$5.79K +$5.7K +11 New
TWD
3425
True Wealth Design
Ohio
$5.43K +$5.18K +10 New
135 136
137
138 139