MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
IP
1676
Intellectus Partners
California
$1.21M -$31.3K -78 -2%
GFG
1677
Goldstone Financial Group
Illinois
$1.21M -$125K -311 -9%
LCWP
1678
Legacy Capital Wealth Partners
Arkansas
$1.2M +$1.22M +3,040 New
GWS
1679
Glassman Wealth Services
Virginia
$1.2M +$643K +1,601 +112%
AGC
1680
Aspen Grove Capital
Colorado
$1.2M -$252K -629 -17%
PP
1681
Pacifica Partners
Canada
$1.2M -$2.01K -5 -0.2%
PFGIA
1682
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$153K +380 +14%
BWM
1683
BNC Wealth Management
Oregon
$1.2M +$803 +2 +0.1%
EI
1684
Ellevest Inc
New York
$1.2M -$7.22K -18 -0.6%
IDBONY
1685
Israel Discount Bank of New York
New York
$1.19M -$10.4K -26 -0.9%
CFSG
1686
Community Financial Services Group
Vermont
$1.19M +$1.21M +3,007 New
CMI
1687
Clare Market Investments
Texas
$1.19M +$225K +561 +23%
DC
1688
Dantai Capital
Hong Kong
$1.19M +$1.2M +3,000 New
AC
1689
Allstate Corporation
Illinois
$1.19M – – –
EWA
1690
Encompass Wealth Advisors
Oregon
$1.19M -$3.61K -9 -0.3%
PAG
1691
Paladin Advisory Group
Iowa
$1.18M – – –
LWM
1692
Laidlaw Wealth Management
New York
$1.17M -$802K -1,999 -40%
JFGIW
1693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.16M -$107K -267 -8%
MFG
1694
Monumental Financial Group
Maryland
$1.16M +$75.1K +187 +7%
RCG
1695
Regatta Capital Group
California
$1.16M -$20.1K -50 -2%
PCMC
1696
Private Capital Management (Colorado)
Colorado
$1.16M -$60.2K -150 -5%
LAM
1697
Lifestyle Asset Management
Texas
$1.16M -$19.7K -49 -2%
AIM
1698
Acropolis Investment Management
Missouri
$1.16M +$502K +1,251 +75%
AFS
1699
Aft Forsyth & Sober
Florida
$1.16M – – –
FFS
1700
Founders Financial Securities
Maryland
$1.16M +$32.9K +82 +3%