We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
1926
Boston Family Office
Massachusetts
$492K -$16.2K -49 -3%
MIM
1927
Moseley Investment Management
Florida
$492K +$21.2K +64 +4%
LAM
1928
L2 Asset Management
Massachusetts
$492K +$70.9K +214 +14%
RB
1929
Renasant Bank
Mississippi
$490K -$118K -356 -17%
RW
1930
REDW Wealth
New Mexico
$490K +$82.9K +250 +17%
CWA
1931
Clarity Wealth Advisors
California
$487K -$5.63K -17 -1%
CAP
1932
Columbia Advisory Partners
Washington
$486K -$10.6K -32 -2%
BAM
1933
Brave Asset Management
New Jersey
$486K – – –
SL
1934
Salomon & Ludwin
Virginia
$483K +$83.5K +252 +17%
WA
1935
WBH Advisory
Maryland
$482K – – –
AT
1936
Arvest Trust
Oklahoma
$475K -$55K -166 -9%
DAC
1937
Dividend Assets Capital
South Carolina
$475K -$24.9K -75 -4%
NWA
1938
New World Advisors
Massachusetts
$475K +$88.5K +267 +19%
SWM
1939
Salvus Wealth Management
New Jersey
$473K +$12.9K +39 +2%
MMPW
1940
Mitchell McLeod Pugh & Williams
Alabama
$473K +$16.9K +51 +3%
NAG
1941
Northstar Advisory Group
New Jersey
$473K +$552K +1,665 New
BC
1942
BIT Capital
Germany
$471K +$549K +1,655 New
RFA
1943
Resurgent Financial Advisors
Georgia
$470K -$19.9K -60 -4%
TCWM
1944
Total Clarity Wealth Management
Illinois
$469K -$45.1K -136 -8%
TIM
1945
Tevis Investment Management
Texas
$469K – – –
FNBOH
1946
First National Bank of Hutchinson
Kansas
$469K +$44.4K +134 +9%
VA
1947
Valmark Advisers
Ohio
$468K -$43.4K -131 -7%
AIM
1948
Acropolis Investment Management
Missouri
$466K – – –
SAM
1949
SignalPoint Asset Management
Missouri
$466K – – –
CIC
1950
Crawford Investment Counsel
Georgia
$463K -$20.9K -63 -4%