We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1801
Prio Wealth Limited Partnership
Massachusetts
$862K – – –
GVAG
1802
Great Valley Advisor Group
Delaware
$861K -$19.9K -53 -2%
LIM
1803
Lagoda Investment Management
New York
$861K -$37.5K -100 -4%
MGWM
1804
Marks Group Wealth Management
Minnesota
$861K +$1.5K +4 +0.2%
LAM
1805
L2 Asset Management
Massachusetts
$859K +$54.8K +146 +7%
C
1806
Certuity
Florida
$858K -$125K -332 -13%
APP
1807
Avantax Planning Partners
Iowa
$854K -$10.9K -29 -1%
BFO
1808
Biltmore Family Office
North Carolina
$853K -$15K -40 -2%
GC
1809
GFG Capital
Florida
$853K -$367K -979 -31%
IAIM
1810
Industrial Alliance Investment Management
Quebec, Canada
$853K -$20.1M -53,495 -96%
FLI
1811
Family Legacy Inc
South Carolina
$851K +$750 +2 +0.1%
PIA
1812
Perennial Investment Advisors
California
$851K – – –
PFG
1813
PAX Financial Group
Texas
$849K -$80.3K -214 -9%
PCP
1814
Proficio Capital Partners
Massachusetts
$849K +$96.1K +256 +13%
CCM
1815
Canal Capital Management
Virginia
$848K – – –
CB
1816
Community Bank
New York
$848K +$1.88K +5 +0.2%
TCB
1817
Texas Capital Bancshares
Texas
$847K -$4.88K -13 -0.6%
FAFN
1818
First Affirmative Financial Network
Colorado
$845K +$216K +575 +37%
FIB
1819
First Interstate Bank
Montana
$842K -$192K -511 -19%
DJSG
1820
D.J. St. Germain
Massachusetts
$840K +$801K +2,135 New
MFWP
1821
Mosaic Family Wealth Partners
Missouri
$839K – – –
HFS
1822
Howard Financial Services
Texas
$839K +$8.63K +23 +1%
MMM
1823
Mendel Money Management
Illinois
$839K +$13.9K +37 +2%
OIS
1824
Okabena Investment Services
Minnesota
$837K +$38.3K +102 +5%
GWA
1825
GGM Wealth Advisors
Maryland
$835K +$788K +2,100 New
71 72
73
74 75