We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
1726
HF Advisory Group
Maryland
$1.02M -$418K -1,114 -30%
CFA
1727
CWS Financial Advisors
Michigan
$1.02M +$1.88K +5 +0.2%
RFN
1728
RDA Financial Network
Iowa
$1.02M -$12K -32 -1%
RIA
1729
Regal Investment Advisors
Michigan
$1.02M +$62.3K +166 +7%
AWP
1730
Accretive Wealth Partners
New Jersey
$1.02M +$34.9K +93 +4%
BWM
1731
Buckley Wealth Management
Nevada
$1.01M +$26.3K +70 +3%
CAL
1732
Capital Advisors Ltd
Ohio
$1.01M +$209K +556 +28%
CWS
1733
Confluence Wealth Services
Pennsylvania
$1.01M +$162K +431 +20%
OC
1734
Oakworth Capital
Alabama
$1.01M -$10.1K -27 -1%
NFA
1735
Northern Financial Advisors
Michigan
$1M -$14.6K -39 -2%
JJBC
1736
James J. Burns & Company
New York
$995K -$664K -1,770 -41%
IIM
1737
Ipswich Investment Management
Massachusetts
$993K +$22.1K +59 +2%
CSIC
1738
Clifford Swan Investment Counsel
California
$992K – – –
APA
1739
Astoria Portfolio Advisors
New York
$989K +$44.3K +118 +5%
PFA
1740
Professional Financial Advisors
Nebraska
$983K +$938K +2,501 New
BAM
1741
Beaumont Asset Management
Texas
$976K -$2.25K -6 -0.2%
NDSI
1742
Newman Dignan & Sheerar Inc
Rhode Island
$976K -$11.6K -31 -1%
LF
1743
Lee Financial
Texas
$972K -$4.13K -11 -0.4%
PCM
1744
Pointe Capital Management
Michigan
$962K – – –
CMI
1745
Clare Market Investments
Texas
$960K +$216K +576 +31%
MGAM
1746
McGowan Group Asset Management
Texas
$958K +$7.5K +20 +0.8%
EFG
1747
Everhart Financial Group
Ohio
$958K +$112K +298 +14%
SCM
1748
Seascape Capital Management
New Hampshire
$958K -$1.13K -3 -0.1%
PC
1749
Permit Capital
Pennsylvania
$958K – – –
NC
1750
NinePointTwo Capital
California
$955K – – –
68 69
70
71 72