We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
Summit Financial
1526
Summit Financial
New Jersey
$1.99M +$83.2K +207 +5%
PPWP
1527
Premier Path Wealth Partners
New Jersey
$1.99M +$1.87M +4,660 New
FCP
1528
Fidelis Capital Partners
Florida
$1.99M +$164K +408 +10%
PP
1529
Patron Partners
Texas
$1.98M +$52.6K +131 +3%
BFG
1530
Beacon Financial Group
Texas
$1.97M +$100K +249 +6%
EFA
1531
Evernest Financial Advisors
Indiana
$1.97M +$1.85M +4,613 New
M
1532
Mirova
France
$1.97M +$86K +214 +5%
CWM
1533
Chemistry Wealth Management
New York
$1.96M +$13.7K +34 +0.7%
GA
1534
Geller Advisors
New York
$1.96M +$14.9K +37 +0.8%
MTC
1535
McDaniel Terry & Co
Texas
$1.95M -$157K -390 -8%
CBTWT
1536
Community Bank & Trust (Waco, Texas)
Texas
$1.95M +$1.24M +3,083 +207%
SNB
1537
Security National Bank
Nebraska
$1.95M +$29.3K +73 +2%
OM
1538
OV Management
Minnesota
$1.94M +$1.83M +4,554 New
IP
1539
Ignite Planners
California
$1.94M -$2.67M -6,635 -59%
MTIC
1540
Missouri Trust & Investment Company
Missouri
$1.94M -$16.9K -42 -0.9%
BPGAM
1541
BTG Pactual Global Asset Management
Bermuda
$1.94M -$803K -2,000 -31%
Sigma Planning Corp
1542
Sigma Planning Corp
Michigan
$1.93M -$2.05M -5,112 -53%
TWM
1543
TriaGen Wealth Management
California
$1.93M -$52.6K -131 -3%
SIG
1544
Sargent Investment Group
Maryland
$1.92M +$740K +1,843 +69%
SWM
1545
Sendero Wealth Management
Texas
$1.92M +$37.4K +93 +2%
RCA
1546
Resonant Capital Advisors
Wisconsin
$1.92M +$710K +1,767 +64%
AF
1547
Advisornet Financial
Minnesota
$1.92M +$134K +333 +8%
CWM
1548
Compass Wealth Management
Connecticut
$1.92M – – –
CCA
1549
Cobblestone Capital Advisors
New York
$1.92M -$14.1K -35 -0.8%
Capital Investment Advisors
1550
Capital Investment Advisors
Georgia
$1.92M +$444K +1,106 +33%