We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1901
Advyzon Investment Management
Illinois
$1.56M +$411K +735 +37%
ALA
1902
Atlas Legacy Advisors
California
$1.56M +$490K +876 +46%
EM
1903
Excalibur Management
Massachusetts
$1.56M +$2.79K +5 +0.2%
WI
1904
WBI Investments
New Jersey
$1.55M +$1.02M +1,819 +202%
MI
1905
Motiv8 Investments
Florida
$1.55M -$73.8K -132 -5%
API
1906
Asset Planning Inc
California
$1.55M -$5.59K -10 -0.4%
SHFA
1907
SC&H Financial Advisors
Maryland
$1.55M -$78.3K -140 -5%
NAS
1908
NWF Advisory Services
California
$1.55M +$43K +77 +3%
4WM
1909
4J Wealth Management
Virginia
$1.54M -$34.7K -62 -2%
XWL
1910
XXI Wealth LLC
Illinois
$1.54M +$1.5M +2,692 New
TWP
1911
Triad Wealth Partners
Kansas
$1.53M -$121K -216 -7%
RWI
1912
Red Wave Investments
Pennsylvania
$1.53M -$30.7K -55 -2%
CANC
1913
Culbertson A N & Co
Virginia
$1.53M -$22.4K -40 -1%
CP
1914
Clarendon Private
Massachusetts
$1.52M +$177K +317 +14%
OFS
1915
Orrstown Financial Services
Pennsylvania
$1.52M -$279K -499 -16%
PWMG
1916
Prestige Wealth Management Group
New Jersey
$1.51M +$18.4K +33 +1%
CCM
1917
Crew Capital Management
Ohio
$1.51M +$213K +381 +17%
CFSG
1918
Clark Financial Services Group
Missouri
$1.51M +$15.7K +28 +1%
KCM
1919
Kathmere Capital Management
Pennsylvania
$1.51M +$187K +335 +15%
BAAM
1920
Baker Avenue Asset Management
California
$1.51M +$267K +477 +22%
WC
1921
Waterloo Capital
Texas
$1.51M -$20.7K -37 -1%
HFS
1922
Howard Financial Services
Texas
$1.51M +$57K +102 +4%
IP
1923
Intellectus Partners
California
$1.5M -$21.2K -38 -1%
ANB
1924
Amarillo National Bank
Texas
$1.5M -$45.3K -81 -3%
BWP
1925
BSW Wealth Partners
Colorado
$1.5M – – –
75 76
77
78 79