We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
STAS
1676
Strong Tower Advisory Services
Minnesota
$1.03M +$74.7K +216 +8%
OC
1677
Oakworth Capital
Alabama
$1.03M +$129K +372 +15%
AT
1678
Arden Trust
Delaware
$1.02M +$12.1K +35 +1%
CA
1679
Continuum Advisory
Idaho
$1.02M +$32.5K +94 +3%
TCOT
1680
Trust Company of Toledo
Ohio
$1.01M -$10K -29 -1%
SWM
1681
Sendero Wealth Management
Texas
$1.01M +$973K +2,813 New
BCM
1682
Breiter Capital Management
Florida
$1.01M +$1.04K +3 +0.1%
RMC
1683
Resources Management Corp
Connecticut
$1.01M +$33.2K +96 +4%
B
1684
Bailard
California
$1M -$1.38K -4 -0.1%
NP
1685
NorthRock Partners
Minnesota
$1M +$75.4K +218 +8%
CFSG
1686
Community Financial Services Group
Vermont
$998K +$60.5K +175 +7%
PCP
1687
Proficio Capital Partners
Massachusetts
$997K +$2.08K +6 +0.2%
BAM
1688
Blueshift Asset Management
New Jersey
$994K +$101K +292 +12%
GG
1689
Golden Green
South Carolina
$993K +$313K +904 +49%
BFO
1690
Biltmore Family Office
North Carolina
$990K – – –
PCM
1691
Pointe Capital Management
Michigan
$990K – – –
SFS
1692
Stiles Financial Services
Minnesota
$990K +$952K +2,754 New
AC
1693
ASB Consultores
Florida
$990K +$953K +2,755 New
CT
1694
Clearstead Trust
Maine
$989K -$14.9K -43 -2%
PWM
1695
Perigon Wealth Management
California
$989K +$216K +624 +29%
OR
1696
Olympiad Research
Connecticut
$981K +$194K +561 +26%
BWM
1697
Buckley Wealth Management
Nevada
$977K +$83K +240 +10%
BHTS
1698
Bar Harbor Trust Services
Maine
$972K -$245K -707 -21%
VWA
1699
Visionary Wealth Advisors
Illinois
$970K -$1.38K -4 -0.1%
F
1700
F3Logic
Minnesota
$968K +$14.9K +43 +2%
66 67
68
69 70