We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
TNA
801
True North Advisors
Texas
$5.78M +$5.46M +19,363 New
BFA
802
Bragg Financial Advisors
North Carolina
$5.75M +$85.4K +303 +2%
RWA
803
River Wealth Advisors
Pennsylvania
$5.74M +$47.6K +169 +0.9%
KWMG
804
King Wealth Management Group
Florida
$5.73M +$29.6K +105 +0.5%
RFWA
805
RPg Family Wealth Advisory
Massachusetts
$5.72M -$261K -927 -5%
NFGCM
806
Norman Fields Gottscho Capital Management
New York
$5.61M -$60.9K -216 -1%
AIL
807
AGF Investments LLC
Ontario, Canada
$5.6M -$5.54M -19,653 -51%
TW
808
Transform Wealth
Colorado
$5.6M +$841K +2,984 +19%
SC
809
Saybrook Capital
North Carolina
$5.6M -$43.7K -155 -0.8%
OSNBOA
810
Old Second National Bank of Aurora
Illinois
$5.58M +$22.6K +80 +0.4%
AAS
811
Avantax Advisory Services
Texas
$5.58M +$1.74M +6,164 +49%
SV
812
Sturgeon Ventures
United Kingdom
$5.58M -$235K -832 -4%
NCGI
813
Next Century Growth Investors
Minnesota
$5.57M -$248K -878 -4%
SW
814
SVB Wealth
Massachusetts
$5.57M +$435K +1,544 +9%
CPC
815
Cookson Peirce & Co
Pennsylvania
$5.56M -$55.3K -196 -1%
IP
816
Interval Partners
New York
$5.54M -$10.2M -36,045 -66%
TFA
817
Toth Financial Advisory
Virginia
$5.53M -$557K -1,975 -10%
FHB
818
First Hawaiian Bank
Hawaii
$5.53M -$225K -797 -4%
CCM
819
Chickasaw Capital Management
Tennessee
$5.51M -$228K -810 -4%
WS
820
Wedbush Securities
California
$5.49M -$3.1K -11 -0.1%
MWA
821
Moser Wealth Advisors
Washington
$5.45M +$5.14M +18,245 New
BAMF
822
BI Asset Management Fondsmaeglerselskab
Denmark
$5.45M -$667K -2,364 -11%
RIM
823
Rampart Investment Management
Connecticut
$5.42M -$416K -1,476 -8%
IHL
824
Investment House LLC
California
$5.41M +$104K +370 +2%
BAM
825
Bell Asset Management
Australia
$5.41M -$4.2M -14,911 -45%