We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2076
American Financial Advisors
Georgia
$360K +$353K +1,011 New
OLA
2077
Oliver Luxxe Assets
New Jersey
$359K – – –
SGI
2078
Summit Global Investments
Utah
$357K -$578K -1,656 -62%
GC
2079
Grace Capital
Massachusetts
$356K – – –
KWM
2080
Kanen Wealth Management
Florida
$356K +$349K +1,000 New
MFW
2081
Meristem Family Wealth
Minnesota
$355K – – –
AWA
2082
AmeriServ Wealth Advisors
Pennsylvania
$353K – – –
DI
2083
DFPG Investments
Utah
$352K -$1.22M -3,510 -79%
ACP
2084
Aveo Capital Partners
Colorado
$352K +$345K +988 New
WI
2085
Wintrust Investments
Illinois
$351K +$355K +1,017 New
SYBT
2086
Stock Yards Bank & Trust
Kentucky
$350K -$28.3K -81 -8%
PWM
2087
Prentice Wealth Management
New York
$350K +$343K +983 New
VHAM
2088
Van Hulzen Asset Management
California
$349K -$9.42K -27 -3%
CWM
2089
Cordatus Wealth Management
Pennsylvania
$349K +$130K +374 +62%
BIP
2090
Blueprint Investment Partners
North Carolina
$347K +$341K +976 +97,600%
CP
2091
Coho Partners
Pennsylvania
$346K -$12.2K -35 -3%
CB
2092
Community Bank
New York
$346K -$8.72K -25 -3%
HIS
2093
Harvest Investment Services
Illinois
$344K +$61.4K +176 +22%
GG
2094
GenWealth Group
New Jersey
$344K +$337K +967 New
TWM
2095
Tradition Wealth Management
Minnesota
$340K – – –
ACM
2096
AlphaStar Capital Management
North Carolina
$339K -$47.1K -135 -12%
JIC
2097
Joel Isaacson & Co
New York
$339K +$18.5K +53 +6%
GWCM
2098
Godshalk Welsh Capital Management
Pennsylvania
$338K – – –
CT
2099
Chicago Trust
Illinois
$337K -$52.3K -150 -14%
SPWG
2100
Sage Private Wealth Group
Illinois
$336K -$33.8K -97 -9%
82 83
84
85 86