We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1226
Ropes Wealth Advisors
Massachusetts
$1.05M -$32.3K -150 -3%
GA
1227
Geller Advisors
New York
$1.05M +$3.66K +17 +0.4%
CCA
1228
Cobblestone Capital Advisors
New York
$1.04M – – –
AWM
1229
Aevitas Wealth Management
Massachusetts
$1.04M -$21.3K -99 -2%
CF
1230
Centaurus Financial
California
$1.04M +$91.4K +425 +11%
AL
1231
Aspiriant LLC
California
$1.04M -$22.2K -103 -2%
AC
1232
Abbrea Capital
California
$1.04M +$69.9K +325 +8%
WCM
1233
Whitener Capital Management
North Carolina
$1.03M – – –
LSAG
1234
Lake Street Advisors Group
New Hampshire
$1.03M +$12.3K +57 +1%
CA
1235
Calton & Associates
Florida
$1.02M +$153K +712 +20%
WB
1236
Webster Bank
Connecticut
$1.02M -$97K -451 -9%
HCM
1237
Howland Capital Management
Massachusetts
$1.02M -$53.8K -250 -5%
NFC
1238
Northeast Financial Consultants
Connecticut
$1.01M +$928K +4,313 New
ACM
1239
Azimuth Capital Management
Michigan
$1.01M – – –
ORI
1240
Oak Ridge Investments
Illinois
$1M +$7.53K +35 +0.8%
MGIA
1241
Moneta Group Investment Advisors
Missouri
$998K -$606K -2,816 -40%
MC
1242
Moors & Cabot
Massachusetts
$996K +$59.6K +277 +7%
CAAS
1243
Capital Asset Advisory Services
Michigan
$994K -$11.8K -55 -1%
SC
1244
Sepio Capital
Utah
$986K +$887K +4,125 New
GI
1245
Gradient Investments
Minnesota
$985K +$58.1K +270 +7%
VCM
1246
Virtue Capital Management
Tennessee
$983K -$99.8K -464 -10%
AIC
1247
Archer Investment Corporation
Indiana
$983K – – –
CCM
1248
Chilton Capital Management
Texas
$981K -$17.4K -81 -2%
WCM
1249
Weatherstone Capital Management
Colorado
$978K -$725K -3,370 -45%
OA
1250
Oak Associates
Ohio
$975K – – –
48 49
50
51 52