We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
NC
1201
NewSquare Capital
Pennsylvania
$24K +$5.37K +56 +31%
WA
1202
WealthTrust-Arizona
Arizona
$23K -$38.3K -399 -64%
CP
1203
Corbenic Partners
Pennsylvania
$23K
EWM
1204
Edge Wealth Management
New York
$23K
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$23K +$2.21K +23 +11%
CB
1206
Community Bank
New York
$21K
WAS
1207
WESPAC Advisors SoCal
California
$20.4K
RWA
1208
Ropes Wealth Advisors
Massachusetts
$20K -$5.75K -60 -24%
DAM
1209
Delta Asset Management
Tennessee
$20K
PFO
1210
Pathstone Family Office
New Jersey
$20K
CAL
1211
Capital Advisors Ltd
Ohio
$20K +$19.2K +200 New
CFA
1212
Camarda Financial Advisors
Florida
$18K
KKAMG
1213
Kernodle & Katon Asset Management Group
Arkansas
$17K
DPA
1214
Delphi Private Advisors
California
$13K -$9.49K -99 -44%
ADL
1215
Asset Dedication LLC
California
$13K
BBPWM
1216
Blue Bell Private Wealth Management
Pennsylvania
$13K
ACS
1217
Archford Capital Strategies
Illinois
$13K +$4.7K +49 +51%
CFA
1218
CT Financial Advisors
Pennsylvania
$12.3K +$7.19K +75 +163%
WIC
1219
Woodmont Investment Counsel
Tennessee
$12K +$11.4K +119 New
SFG
1220
SevenBridge Financial Group
Pennsylvania
$11K
RPG
1221
Risk Paradigm Group
Texas
$10.2K +$9.59K +100 New
VIA
1222
Vantage Investment Advisors
Pennsylvania
$10K -$959 -10 -9%
BAM
1223
Bruderman Asset Management
New York
$10K
FMP
1224
Financial Management Professionals
Texas
$10K
VWM
1225
Valley Wealth Managers
New Jersey
$10K