We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1576
PDS Planning
Ohio
$2.14M +$47K +101 +2%
CWS
1577
Confluence Wealth Services
Pennsylvania
$2.13M -$303K -652 -13%
WAM
1578
Wolverine Asset Management
Illinois
$2.13M -$3.04M -6,527 -60%
MFA
1579
Mayflower Financial Advisors
Massachusetts
$2.13M +$11.6K +25 +0.6%
JSW
1580
Journey Strategic Wealth
New Jersey
$2.12M +$214K +460 +12%
SMA
1581
Sage Mountain Advisors
Georgia
$2.12M +$113K +243 +6%
BFS
1582
Bard Financial Services
Connecticut
$2.12M – – –
BFG
1583
Beacon Financial Group
Texas
$2.11M +$21.4K +46 +1%
DF
1584
Dunhill Financial
United Kingdom
$2.11M +$418K +898 +27%
BHPW
1585
Beverly Hills Private Wealth
California
$2.1M -$213K -457 -10%
CCG
1586
Ceeto Capital Group
Florida
$2.1M – – –
DW30
1587
Drucker Wealth 3.0
New Jersey
$2.09M +$45.6K +98 +2%
NAS
1588
Nicolet Advisory Services
Wisconsin
$2.09M +$19.1K +41 +1%
IFS
1589
Intelligent Financial Strategies
Minnesota
$2.09M +$465 +1 +0%
TA
1590
Tectonic Advisors
Texas
$2.09M +$15.8K +34 +0.8%
ESB
1591
Essex Savings Bank
Connecticut
$2.08M +$134K +289 +7%
MAM
1592
Mystic Asset Management
Rhode Island
$2.08M – – –
RSWM
1593
Robertson Stephens Wealth Management
California
$2.07M -$10.2K -22 -0.5%
AWM
1594
Ameliora Wealth Management
Switzerland
$2.07M – – –
FMLI
1595
Fukoku Mutual Life Insurance
Japan
$2.06M +$47K +101 +2%
4WM
1596
44 Wealth Management
Oregon
$2.06M +$1.86M +4,006 New
YIA
1597
YHB Investment Advisors
Connecticut
$2.05M +$98.1K +211 +5%
KP
1598
Keel Point
Alabama
$2.04M -$18.1K -39 -0.9%
GWMI
1599
Guardian Wealth Management (Illinois)
Illinois
$2.04M +$28.8K +62 +2%
BBA
1600
BLB&B Advisors
Pennsylvania
$2.04M -$60.5K -130 -3%
62 63
64
65 66