We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1776
AJ Wealth Strategies
New York
$704K +$4.99K +15 +0.8%
PWA
1777
Physician Wealth Advisors
Utah
$703K +$22K +66 +3%
CWG
1778
Cornerstone Wealth Group
North Carolina
$701K -$27.6K -83 -4%
FMN
1779
Financial Management Network
California
$699K +$695K +2,088 New
RHAM
1780
Round Hill Asset Management
California
$698K – – –
AL
1781
Arnhold LLC
New York
$695K – – –
FNBOH
1782
First National Bank of Hutchinson
Kansas
$695K +$278K +835 +61%
AB
1783
Atlas Brown
Kentucky
$692K -$16.6K -50 -3%
PMA
1784
Prudent Man Advisors
Illinois
$687K -$9.31K -28 -1%
PWA
1785
Providence Wealth Advisors
Illinois
$686K +$26.6K +80 +4%
CCMG
1786
Clark Capital Management Group
Pennsylvania
$685K -$74.2K -223 -10%
GIP
1787
Greatmark Investment Partners
Georgia
$679K +$108K +325 +21%
NCG
1788
Newport Capital Group
New Jersey
$678K +$632K +1,900 New
BCA
1789
Bay Colony Advisors
Massachusetts
$668K +$17K +51 +3%
CWA
1790
Clarity Wealth Advisors
California
$667K -$2K -6 -0.3%
HCM
1791
Horiko Capital Management
New York
$667K – – –
GDP
1792
Great Diamond Partners
Maine
$667K +$34.9K +105 +6%
HHGA
1793
Halbert Hargrove Global Advisors
California
$666K +$15.6K +47 +3%
OPA
1794
Old Port Advisors
Maine
$662K +$12.6K +38 +2%
PP
1795
Paloma Partners
Connecticut
$660K -$630K -1,893 -51%
BB
1796
Bell Bank
North Dakota
$658K -$23.6K -71 -4%
CPO
1797
Cerity Partners OCIO
New York
$658K +$23.6K +71 +4%
SWA
1798
Sutton Wealth Advisors
Florida
$658K +$6.99K +21 +1%
FHC
1799
First Heartland Consultants
Missouri
$657K -$32.9K -99 -5%
RMC
1800
Resources Management Corp
Connecticut
$653K -$6.32K -19 -1%