We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
3576
Strategic Wealth Advisors
Arizona
$12K – – –
BGC
3577
Beutel, Goodman & Co
Ontario, Canada
$12K +$8.95K +17 +213%
NECFA
3578
New England Capital Financial Advisors
Connecticut
$12K – – –
BWM
3579
Benson Wealth Management
Tennessee
$11.5K – – –
GCM
3580
Glynn Capital Management
California
$11.5K +$4.21K +8 +53%
SIA
3581
Sit Investment Associates
Minnesota
$11K – – –
BCM
3582
Basso Capital Management
Connecticut
$11K – – –
LIM
3583
Longfellow Investment Management
Massachusetts
$10.5K – – –
JFG
3584
JDM Financial Group
Texas
$10.1K – – –
LIA
3585
Luken Investment Analytics
Tennessee
$9.49K -$3.69K -7 -27%
QWM
3586
Quaker Wealth Management
New Jersey
$8.99K -$1.58K -3 -14%
TBFA
3587
Three Bearings Fiduciary Advisors
New Hampshire
$8.99K – – –
PS
3588
PayPay Securities
Japan
$8.81K -$12.1K -23 -58%
RCM
3589
Richardson Capital Management
Wisconsin
$8.49K +$8.95K +17 New
SA
3590
SRH Advisors
Kansas
$7.55K – – –
RPA
3591
Redwood Park Advisors
California
$7.52K -$1.05K -2 -12%
CIAS
3592
CBIZ Investment Advisory Services
Ohio
$7.5K -$161K -305 -95%
GWM
3593
Gilpin Wealth Management
Colorado
$7K – – –
IWM
3594
IMG Wealth Management
Florida
$6.5K -$45.3K -86 -87%
FLP
3595
Financial Life Planners
Arizona
$5.52K +$5.79K +11 New
FA
3596
Financial Avengers
California
$5.29K – – –
MSWM
3597
Mowery & Schoenfeld Wealth Management
Illinois
$5K -$40K -76 -88%
B
3598
Birchbrook
Maine
$5K -$28.4K -54 -84%
AIM
3599
Access Investment Management
Georgia
$5K – – –
IWP
3600
IAG Wealth Partners
Wisconsin
$5K – – –