We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2051
Summit Asset Management
Tennessee
$483K +$27.7K +80 +6%
SWM
2052
Salvus Wealth Management
New Jersey
$483K +$200K +577 +75%
KFGK
2053
Keystone Financial Group (Kentucky)
Kentucky
$481K – – –
SFWA
2054
Summit Financial Wealth Advisors
Louisiana
$480K -$4.84K -14 -1%
DI
2055
DFPG Investments
Utah
$479K -$6.22K -18 -1%
NWM
2056
NEIRG Wealth Management
Massachusetts
$479K +$461K +1,333 New
SVCP
2057
Silicon Valley Capital Partners
California
$478K +$97.5K +282 +27%
MC
2058
Matisse Capital
Oregon
$476K -$31.5K -91 -6%
HC
2059
Hendley & Co
Ohio
$476K – – –
OPPTF
2060
OPSEU Pension Plan Trust Fund
Ontario, Canada
$475K +$8.99K +26 +2%
SMFG
2061
Sumitomo Mitsui Financial Group
Japan
$474K +$181K +522 +66%
VWM
2062
Valley Wealth Managers
New Jersey
$472K -$12.4K -36 -3%
VC
2063
Veery Capital
Delaware
$470K -$9.34K -27 -2%
SYBT
2064
Stock Yards Bank & Trust
Kentucky
$470K +$234K +676 +107%
NB
2065
Northwest Bancshares
Pennsylvania
$465K -$50.1K -145 -10%
CC
2066
Callan Capital
California
$465K – – –
AWS
2067
AJ Wealth Strategies
New York
$463K -$57.8K -167 -11%
PNC
2068
Park National Corp
Ohio
$463K +$19.4K +56 +5%
QC
2069
Quent Capital
New York
$463K +$445K +1,288 New
C
2070
CEDRUS
Colorado
$461K +$444K +1,283 New
1WA
2071
180 Wealth Advisors
Washington
$455K -$10K -29 -2%
AWE
2072
Avidian Wealth Enterprises
Texas
$454K +$74.4K +215 +20%
ARG
2073
Advisory Resource Group
Oklahoma
$453K +$406K +1,173 New
CHA
2074
Carmichael Hill & Associates
Maryland
$450K – – –
LAM
2075
L2 Asset Management
Massachusetts
$450K +$433K +1,253 New
81 82
83
84 85