We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1226
Moneta Group Investment Advisors
Missouri
$3.01M +$182K +486 +7%
SAM
1227
Smithbridge Asset Management
Pennsylvania
$3.01M +$55.9K +149 +2%
WCAMG
1228
Woodard & Company Asset Management Group
North Carolina
$3M -$45.4K -121 -2%
FFA
1229
Fortune Financial Advisors
Kansas
$2.99M +$2.85M +7,594 New
WPW
1230
Waldron Private Wealth
Pennsylvania
$2.99M -$105K -279 -4%
AWM
1231
Accurate Wealth Management
Florida
$2.98M +$1.55M +4,122 +126%
NPP
1232
New Potomac Partners
Maryland
$2.97M -$309K -824 -10%
FBT
1233
First Bank & Trust
South Dakota
$2.96M -$115K -306 -4%
BEC
1234
Blue Edge Capital
Virginia
$2.96M +$15.8K +42 +0.6%
GWM
1235
Geneos Wealth Management
Colorado
$2.93M +$855K +2,279 +44%
CP
1236
CenterBook Partners
Connecticut
$2.93M -$228K -607 -8%
GC
1237
Grimes & Company
Massachusetts
$2.92M -$90.8K -242 -3%
KA
1238
Klingman & Associates
New York
$2.92M +$154K +411 +6%
LA
1239
Legacy Advisors
Pennsylvania
$2.9M +$642K +1,710 +30%
TAMH
1240
Taikang Asset Management (HK)
Hong Kong
$2.9M -$1.75M -4,670 -39%
PA
1241
Procyon Advisors
Connecticut
$2.89M +$627K +1,672 +29%
CWM
1242
Circle Wealth Management
New Jersey
$2.88M -$15.4K -41 -0.6%
NLGIA
1243
Nippon Life Global Investors Americas
New York
$2.88M
ATPW
1244
Ashton Thomas Private Wealth
Arizona
$2.87M +$535K +1,427 +24%
IB
1245
Intrust Bank
Kansas
$2.86M +$74.7K +199 +3%
NB
1246
Nicolet Bankshares
Wisconsin
$2.85M +$1.05M +2,793 +39%
CFS
1247
CRA Financial Services
New Jersey
$2.84M -$20.3K -54 -0.7%
APIM
1248
Agate Pass Investment Management
Washington
$2.83M +$73.2K +195 +3%
NHT
1249
New Hampshire Trust
New Hampshire
$2.83M -$36K -96 -1%
BW
1250
Bison Wealth
Georgia
$2.82M +$936K +2,494 +53%