We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2026
Orgel Wealth Management
Wisconsin
$237K +$226K +801 New
VWA
2027
Visionary Wealth Advisors
Illinois
$237K +$226K +803 New
UBV
2028
United Bank (Virginia)
Virginia
$236K -$16.9K -60 -7%
KCPG
2029
Kavar Capital Partners Group
Kansas
$236K +$225K +798 New
GWM
2030
Greenwich Wealth Management
Connecticut
$235K +$224K +794 New
RP
2031
Rice Partnership
Hawaii
$234K +$223K +790 New
WDL
2032
Well Done LLC
Michigan
$232K +$221K +784 New
JWBC
2033
J.W. Burns & Co
New York
$230K +$220K +779 New
BMC
2034
Benin Management Corp
Connecticut
$229K -$169K -600 -44%
FA
2035
Fortis Advisors
Pennsylvania
$229K -$60.3K -214 -22%
RCM
2036
Radnor Capital Management
Pennsylvania
$227K +$213K +755 New
FFC
2037
First Financial Corp
Indiana
$226K -$18.3K -65 -8%
MWM
2038
Meridian Wealth Management
Kentucky
$226K +$216K +767 New
LFA
2039
Lighthouse Financial Advisors
Maryland
$225K +$215K +763 New
PAA
2040
Peregrine Asset Advisers
Oregon
$223K – – –
FIM
2041
Frontier Investment Management
Texas
$223K +$212K +753 New
JT
2042
Jump Trading
Illinois
$223K +$213K +754 New
ZCA
2043
Zeke Capital Advisors
Pennsylvania
$223K +$213K +754 New
PHS
2044
Pekin Hardy Strauss
Illinois
$222K -$28.2K -100 -12%
BAM
2045
Bellevue Asset Management
Washington
$222K – – –
TIA
2046
Tiemann Investment Advisors
California
$222K +$2.82K +10 +1%
BAM
2047
Barrett Asset Management
New York
$222K +$70.5K +250 +50%
CPC
2048
Congress Park Capital
New York
$222K +$211K +750 New
JHCP
2049
Jackson Hole Capital Partners
Oklahoma
$222K +$212K +751 New
FAT
2050
First American Trust
California
$221K +$210K +745 New
80 81
82
83 84