We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1851
OneAscent Financial Services
Alabama
$1.07M +$168K +419 +20%
PPC
1852
Park Place Capital
Alabama
$1.06M -$249K -621 -20%
BWM
1853
Buckley Wealth Management
Nevada
$1.06M -$40.2K -100 -4%
JJBC
1854
James J. Burns & Company
New York
$1.06M +$4.02K +10 +0.4%
BAM
1855
Beaumont Asset Management
Texas
$1.06M -$4.82K -12 -0.5%
MGAM
1856
McGowan Group Asset Management
Texas
$1.06M -$7.23K -18 -0.7%
GWA
1857
Gratus Wealth Advisors
Virginia
$1.05M +$993K +2,471 New
SP
1858
Stablepoint Partners
Massachusetts
$1.05M +$991K +2,468 New
WWM
1859
Whalen Wealth Management
Nevada
$1.05M +$985K +2,453 New
ACP
1860
Arcus Capital Partners
Georgia
$1.05M +$527K +1,313 +115%
BFS
1861
Burr Financial Services
California
$1.04M +$913K +2,273 New
SPI
1862
Sutton Place Investors
New York
$1.04M +$977K +2,432 New
ZIG
1863
Zuckerman Investment Group
Illinois
$1.04M -$20.1K -50 -2%
NC
1864
NinePointTwo Capital
California
$1.03M – – –
TFM
1865
TFC Financial Management
Massachusetts
$1.03M – – –
9WM
1866
9258 Wealth Management
Ohio
$1.03M +$2.81K +7 +0.3%
CPA
1867
Capital Planning Advisors
California
$1.03M +$11.7K +29 +1%
GITFIT
1868
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.02M – – –
LAI
1869
Legal Advantage Investments
California
$1.02M – – –
SOAMC
1870
Spirit of America Management Corp
New York
$1.02M – – –
OLVIG
1871
Oliver Lagore Vanvalin Investment Group
Michigan
$1.02M +$37.8K +94 +4%
C1AG
1872
Client 1st Advisory Group
Florida
$1.02M +$63.5K +158 +7%
CBFP
1873
Cedar Brook Financial Partners
Ohio
$1.02M -$62.7K -156 -6%
PTC
1874
Provident Trust Company
Wisconsin
$1.02M – – –
BIP
1875
Blueprint Investment Partners
North Carolina
$1.01M -$379K -943 -28%
73 74
75
76 77