We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
TBFA
3701
Three Bearings Fiduciary Advisors
New Hampshire
$9.71K +$10.1K +18 New
NWS
3702
Nvest Wealth Strategies
Ohio
$9.71K +$9.5K +17 New
SA
3703
SRH Advisors
Kansas
$8.61K +$8.38K +15 New
GCM
3704
Glynn Capital Management
California
$8.56K – – –
GWM
3705
Gilpin Wealth Management
Colorado
$7.99K +$7.83K +14 New
BFS
3706
Bare Financial Services
Pennsylvania
$7.99K -$559 -1 -7%
TCM
3707
TD Capital Management
Tennessee
$7.49K – – –
TIM
3708
Thompson Investment Management
Wisconsin
$7.42K – – –
SHF
3709
Safe Harbor Fiduciary
Florida
$6.85K +$6.71K +12 New
WFA
3710
West Financial Advisors
Iowa
$6.85K +$6.71K +12 New
WA
3711
Whipplewood Advisors
Colorado
$6.85K +$6.71K +12 New
FA
3712
Financial Avengers
California
$6.04K -$5.59K -10 -48%
BFM
3713
Brooklands Fund Management
United Kingdom
$5.92K +$6.15K +11 New
CMA
3714
Cedar Mountain Advisors
Oregon
$5.71K – – –
IWP
3715
IAG Wealth Partners
Wisconsin
$5.71K – – –
MDA
3716
Minot DeBlois Advisors
Massachusetts
$5.71K – – –
AIM
3717
Access Investment Management
Georgia
$5.69K – – –
AW
3718
Ankerstar Wealth
Texas
$5.14K +$5.03K +9 New
SA
3719
Seneschal Advisors
Washington
$4.57K – – –
CF
3720
Conquis Financial
California
$4.57K – – –
CCMW
3721
Cypress Capital Management (Wyoming)
Wyoming
$4.57K +$4.47K +8 New
MBFW
3722
Morton Brown Family Wealth
Pennsylvania
$4.57K +$4.47K +8 New
BGC
3723
Beutel, Goodman & Co
Ontario, Canada
$4K – – –
AS
3724
Altshuler Shaham
Israel
$4K – – –
ACA
3725
Atlas Capital Advisors
Wyoming
$4K +$3.91K +7 New
147 148
149
150 151