We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1601
Stableford Capital II
Arizona
$2.53M -$281K -517 -10%
CP
1602
Canopy Partners
Ohio
$2.53M +$22.3K +41 +0.9%
LA
1603
LM Advisors
California
$2.52M +$842K +1,547 +51%
TCA
1604
Teewinot Capital Advisers
New York
$2.52M +$2.5M +4,591 New
DC
1605
DeDora Capital
California
$2.52M -$9.8K -18 -0.4%
Chilton Capital Management
1606
Chilton Capital Management
Texas
$2.51M -$11.4K -21 -0.5%
GPA
1607
Garrison Point Advisors
California
$2.51M -$73.5K -135 -3%
FAFN
1608
First Affirmative Financial Network
Colorado
$2.51M +$126K +231 +5%
CA
1609
Cullinan Associates
Kentucky
$2.51M -$177K -325 -7%
WA
1610
Wealth Alliance
New York
$2.5M -$47.9K -88 -2%
Perpetual Ltd
1611
Perpetual Ltd
Australia
$2.5M +$342K +629 +16%
Journey Strategic Wealth
1612
Journey Strategic Wealth
New Jersey
$2.5M +$47.4K +87 +2%
Confluence Wealth Services
1613
Confluence Wealth Services
Pennsylvania
$2.49M +$70.2K +129 +3%
HCMT
1614
Highland Capital Management (Tennessee)
Tennessee
$2.49M -$1.95M -3,591 -44%
CWM
1615
Cornerstone Wealth Management
Missouri
$2.48M +$53.9K +99 +2%
CFG
1616
Cooper Financial Group
California
$2.48M +$431K +792 +21%
AFP
1617
Ausdal Financial Partners
Iowa
$2.46M +$369K +678 +18%
SA
1618
SRN Advisors
Pennsylvania
$2.45M -$621K -1,141 -20%
RWB
1619
RMR Wealth Builders
New Jersey
$2.45M -$27.8K -51 -1%
SNB
1620
Security National Bank
Nebraska
$2.45M -$51.7K -95 -2%
SFC
1621
SYM Financial Corp
Indiana
$2.44M -$330K -606 -12%
ESB
1622
Essex Savings Bank
Connecticut
$2.44M +$46.8K +86 +2%
CWM
1623
Compass Wealth Management
Connecticut
$2.44M – – –
Forum Financial Management
1624
Forum Financial Management
Illinois
$2.44M +$77.8K +143 +3%
NAS
1625
Nicolet Advisory Services
Wisconsin
$2.43M +$313K +575 +13%