We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
1976
Cantor Fitzgerald Investment Advisors
New York
$1.22M -$181K -350 -13%
FFWA
1977
FRG Family Wealth Advisors
Washington
$1.22M -$2.07K -4 -0.2%
ICP
1978
Impact Capital Partners
Colorado
$1.22M +$1.2M +2,320 New
PC
1979
Permit Capital
Pennsylvania
$1.22M – – –
BWP
1980
BSW Wealth Partners
Colorado
$1.22M +$127K +246 +12%
MWM
1981
MOKAN Wealth Management
Kansas
$1.22M +$1.2M +2,312 New
MMM
1982
Mendel Money Management
Illinois
$1.22M +$3.62K +7 +0.3%
NFA
1983
Northern Financial Advisors
Michigan
$1.21M -$119K -230 -9%
WAAG
1984
Wealth Alliance Advisory Group
Kansas
$1.21M -$19.2K -37 -2%
FLI
1985
Family Legacy Inc
South Carolina
$1.21M +$24.8K +48 +2%
FA
1986
Faithward Advisors
Pennsylvania
$1.21M +$28.5K +55 +2%
GWANC
1987
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.2M +$205K +396 +21%
LJAC
1988
L.J. Altfest & Co
New York
$1.2M +$2.59K +5 +0.2%
SFS
1989
Stiles Financial Services
Minnesota
$1.2M -$130K -252 -10%
NMG
1990
New Millennium Group
Utah
$1.2M +$182K +352 +18%
HI
1991
Harper Investing
California
$1.2M -$172K -332 -13%
RSA
1992
River Street Advisors
Illinois
$1.2M +$42.5K +82 +4%
SIA
1993
SkyView Investment Advisors
New Jersey
$1.2M -$1.43M -2,765 -55%
VEA
1994
Virtus ETF Advisers
New York
$1.19M +$128K +247 +12%
ZB
1995
Zions Bancorporation
Utah
$1.19M -$3.11K -6 -0.3%
ARG
1996
Advisory Resource Group
Oklahoma
$1.19M -$6.73K -13 -0.6%
PFG
1997
PAX Financial Group
Texas
$1.19M +$1.03K +2 +0.1%
MGWM
1998
Marks Group Wealth Management
Minnesota
$1.19M – – –
RIP
1999
Reliant Investment Partners
North Carolina
$1.19M +$1.17M +2,261 New
SPWG
2000
Syntegra Private Wealth Group
Missouri
$1.19M -$19.7K -38 -2%
78 79
80
81 82