We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1476
Bogart Wealth LLC
Virginia
$616K +$33.3K +121 +6%
KC
1477
Kepos Capital
New York
$613K -$2.22M -8,060 -78%
GWS
1478
Glassman Wealth Services
Virginia
$613K +$827 +3 +0.1%
NQWM
1479
Northwest Quadrant Wealth Management
Oregon
$606K +$551 +2 +0.1%
PWA
1480
Physician Wealth Advisors
Utah
$606K +$581K +2,107 New
CAG
1481
Csenge Advisory Group
Florida
$605K +$614K +2,229 New
LA
1482
LVW Advisors
New York
$603K -$827 -3 -0.1%
PCMC
1483
Private Capital Management (Colorado)
Colorado
$603K – – –
CAMG
1484
CWA Asset Management Group
Florida
$601K +$2.48K +9 +0.4%
TFO
1485
Tarbox Family Office
California
$599K – – –
SIM
1486
Sadoff Investment Management
Wisconsin
$594K – – –
CIAS
1487
Capital Investment Advisory Services
North Carolina
$594K +$6.06K +22 +1%
RIM
1488
Regent Investment Management
Kentucky
$593K -$131K -475 -18%
HPWM
1489
Highland Private Wealth Management
Washington
$593K -$24.5K -89 -4%
GCM
1490
Gladius Capital Management
Illinois
$591K +$469K +1,703 +360%
IA
1491
Independence Advisors
Pennsylvania
$590K +$2.76K +10 +0.5%
CFG
1492
Cooper Financial Group
California
$588K +$78.3K +284 +15%
EF
1493
Empirical Finance
Pennsylvania
$585K +$11K +40 +2%
SBSB
1494
Sullivan, Bruyette, Speros & Blaney
Virginia
$582K +$4.41K +16 +0.8%
CPA
1495
Court Place Advisors
Maryland
$578K – – –
TCM
1496
Telos Capital Management
California
$578K +$587K +2,130 New
MA
1497
Mutual Advisors
Nebraska
$577K -$177K -641 -23%
VWM
1498
Valley Wealth Managers
New Jersey
$575K -$235K -854 -29%
BCM
1499
Beck Capital Management
Texas
$573K -$26.2K -95 -4%
HCP
1500
Holt Capital Partners
Texas
$570K – – –
58 59
60
61 62