We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1951
Lion Street Advisors
Texas
$469K +$489K +1,344 New
CRCM
1952
Corbett Road Capital Management
Virginia
$467K -$15.6K -43 -3%
1WA
1953
180 Wealth Advisors
Washington
$466K -$5.09K -14 -1%
KFGK
1954
Keystone Financial Group (Kentucky)
Kentucky
$465K +$39.6K +109 +9%
VC
1955
Veery Capital
Delaware
$464K +$364 +1 +0.1%
HC
1956
Hendley & Co
Ohio
$461K – – –
DI
1957
DFPG Investments
Utah
$459K +$143K +394 +42%
MSA
1958
Marino Stram & Associates
Massachusetts
$458K -$6.31M -17,364 -93%
HWM
1959
Hemington Wealth Management
Virginia
$457K -$16K -44 -3%
NEIRG
1960
New England Investment & Retirement Group
Massachusetts
$457K -$14.5K -40 -3%
AWM
1961
Accurate Wealth Management
Florida
$456K -$18.2K -50 -4%
BL
1962
Balentine LLC
Georgia
$455K +$148K +406 +45%
CAS
1963
Cascadia Advisory Services
Oregon
$452K -$15.3K -42 -3%
OAM
1964
Oberweis Asset Management
Illinois
$450K -$18.2K -50 -4%
CC
1965
Callan Capital
California
$450K -$9.45K -26 -2%
CWM
1966
Cordatus Wealth Management
Pennsylvania
$450K +$471K +1,295 New
SFWA
1967
Summit Financial Wealth Advisors
Louisiana
$449K -$36K -99 -7%
NWA
1968
New World Advisors
Massachusetts
$446K +$452K +1,244 New
RWA
1969
Redhawk Wealth Advisors
Minnesota
$445K -$29.1K -80 -6%
HAS
1970
HBW Advisory Services
California
$444K – – –
RM
1971
Resource Management
Louisiana
$443K +$156K +430 +51%
AIC
1972
Argus Investors Counsel
New York
$440K +$68K +187 +17%
TIA
1973
Traphagen Investment Advisors
New Jersey
$440K – – –
VFM
1974
Vivid Financial Management
California
$439K -$68K -187 -13%
CGA
1975
Crescent Grove Advisors
Illinois
$439K – – –