We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1501
Outlook Wealth Advisors
Texas
$500K +$48.5K +194 +11%
LOAMS
1502
Lombard Odier Asset Management (Switzerland)
Switzerland
$500K +$177K +708 +60%
CIP
1503
Convergence Investment Partners
Florida
$498K -$8.01K -32 -2%
CFG
1504
Cooper Financial Group
California
$498K +$18.3K +73 +4%
AWM
1505
Alterna Wealth Management
Texas
$494K -$289K -1,155 -38%
CRWM
1506
Castle Rock Wealth Management
California
$493K +$465K +1,857 New
XS
1507
XR Securities
Illinois
$491K -$784K -3,133 -63%
FBC
1508
Fairfield, Bush & Co
Connecticut
$491K -$75.1K -300 -14%
RWP
1509
RWA Wealth Partners
Massachusetts
$491K – – –
B
1510
Bridgeworth
Alabama
$490K – – –
PCP
1511
Proficio Capital Partners
Massachusetts
$490K +$89.6K +358 +24%
GP
1512
Geneva Partners
Wisconsin
$489K – – –
TA
1513
Tiedemann Advisors
New York
$488K -$3.53M -14,097 -88%
AOWM
1514
Alpha Omega Wealth Management
Virginia
$488K -$32.5K -130 -7%
SCA
1515
Strategic Capital Advisers
Colorado
$487K +$500 +2 +0.1%
CWAG
1516
Compton Wealth Advisory Group
Virginia
$486K – – –
MC
1517
Miles Capital
Iowa
$484K +$144K +575 +46%
FSA
1518
Financial Sense Advisors
California
$482K +$456K +1,821 New
CC
1519
Centiva Capital
New York
$482K +$456K +1,824 New
MCM
1520
Manchester Capital Management
Vermont
$481K – – –
MNBTD
1521
Moody National Bank Trust Division
Texas
$481K – – –
WG
1522
Welch Group
Alabama
$476K +$3.25K +13 +0.7%
NJBEST
1523
New Jersey Better Educational Savings Trust
New Jersey
$476K +$200K +800 +80%
TWA
1524
TCI Wealth Advisors
Arizona
$475K -$4.5K -18 -1%
WP
1525
WealthSource Partners
California
$474K +$191K +762 +74%
59 60
61
62 63