We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1776
D.J. St. Germain
Massachusetts
$752K – – –
SIAG
1777
Signet Investment Advisory Group
Rhode Island
$752K +$766K +2,059 New
MSAM
1778
Moloney Securities Asset Management
Missouri
$750K -$21.2K -57 -3%
ARC
1779
Advisor Resource Council
Texas
$741K +$754K +2,029 New
JPG
1780
Jordan Park Group
California
$741K +$755K +2,031 New
AWM
1781
Aberdeen Wealth Management
Illinois
$740K – – –
CCA
1782
Childress Capital Advisors
Texas
$735K +$90.7K +244 +14%
TCWM
1783
Total Clarity Wealth Management
Illinois
$734K -$83.7K -225 -10%
WMA
1784
Wealth Management Associates
New Jersey
$733K – – –
VST
1785
Van Strum & Towne
California
$730K – – –
HWM
1786
Howard Wealth Management
Connecticut
$728K +$372 +1 +0.1%
CRWM
1787
Castle Rock Wealth Management
California
$728K +$29.4K +79 +4%
LFA
1788
Legacy Financial Advisors
Kentucky
$724K -$40.9K -110 -5%
FHC
1789
First Heartland Consultants
Missouri
$724K +$19.7K +53 +3%
GSEP
1790
Golden State Equity Partners
California
$724K +$522K +1,405 +243%
DA
1791
Detalus Advisors
Missouri
$723K – – –
FCFC
1792
First Commonwealth Financial Corp
Pennsylvania
$723K +$37.9K +102 +5%
AWP
1793
Accretive Wealth Partners
New Jersey
$718K +$53.5K +144 +8%
OPA
1794
Old Port Advisors
Maine
$717K -$40.5K -109 -6%
CSWG
1795
Cardinal Strategic Wealth Guidance
Kentucky
$716K -$9.29K -25 -1%
TNBTD
1796
Trustmark National Bank Trust Department
Mississippi
$713K -$22.3K -60 -3%
PWM
1797
Perigon Wealth Management
California
$713K +$28.6K +77 +4%
XT
1798
XTX Topco
Cayman Islands
$713K +$726K +1,954 New
CCM
1799
Canal Capital Management
Virginia
$712K -$372 -1 -0.1%
SIM
1800
Sadoff Investment Management
Wisconsin
$712K – – –
70 71
72
73 74