We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1851
SkyOak Wealth
Michigan
$623K – – –
TF
1852
Trek Financial
Arizona
$621K +$298K +855 +96%
HGWM
1853
Horst & Graben Wealth Management
Oregon
$620K – – –
CFO
1854
CVA Family Office
Colorado
$616K +$246K +705 +69%
WKWM
1855
Walter & Keenan Wealth Management
Indiana
$615K +$20.2K +58 +3%
PPP
1856
Private Portfolio Partners
New Jersey
$613K +$29.3K +84 +5%
EPWM
1857
Essex Private Wealth Management
Massachusetts
$611K -$10.5K -30 -2%
ED
1858
Exane Derivatives
France
$610K +$46.1K +132 +8%
RW
1859
REDW Wealth
New Mexico
$608K -$4.19K -12 -0.7%
TFS
1860
TrustCore Financial Services
Tennessee
$608K -$3.49K -10 -0.6%
C1AG
1861
Client 1st Advisory Group
Florida
$608K +$1.4K +4 +0.2%
LF
1862
LifeSteps Financial
California
$607K +$163K +467 +38%
VC
1863
Vicus Capital
Pennsylvania
$603K +$14K +40 +2%
TFM
1864
TFC Financial Management
Massachusetts
$601K -$10.5K -30 -2%
TWA
1865
TCI Wealth Advisors
Arizona
$600K +$12.2K +35 +2%
VWA
1866
Visionary Wealth Advisors
Illinois
$599K -$23.4K -67 -4%
AWS
1867
AJ Wealth Strategies
New York
$595K -$105K -300 -15%
SAM
1868
SP Asset Management
California
$595K +$698 +2 +0.1%
CPA
1869
Capital Planning Advisors
California
$592K +$348K +998 +150%
HPC
1870
Hobart Private Capital
North Carolina
$590K -$4.19K -12 -0.7%
DI
1871
Diligent Investors
California
$585K -$48.8K -140 -8%
RCM
1872
Radnor Capital Management
Pennsylvania
$584K – – –
T
1873
TRUADVICE
Florida
$583K -$34.5K -99 -6%
WCM
1874
WealthBridge Capital Management
Ohio
$581K -$13.3K -38 -2%
LWMM
1875
Legacy Wealth Management (Mississippi)
Mississippi
$575K – – –
73 74
75
76 77