We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MSR
2076
Main Street Research
Connecticut
$452K -$597K -1,661 -57%
LF
2077
Lantz Financial
Illinois
$452K +$13.7K +38 +3%
TIS
2078
Tortoise Index Solutions
Kansas
$450K -$98.5K -274 -18%
AWE
2079
Avidian Wealth Enterprises
Texas
$450K -$2.16K -6 -0.5%
MAP
2080
Milestone Advisory Partners
North Carolina
$450K +$453K +1,260 New
FPAS
2081
Focus Partners Advisor Solutions
Missouri
$449K +$117K +326 +35%
CC
2082
Cypress Capital
Tennessee
$449K +$7.55K +21 +2%
AC
2083
Aristides Capital
Kentucky
$447K – – –
LAM
2084
LifePro Asset Management
California
$447K +$37K +103 +9%
CAIMH
2085
Central Asset Investments & Management Holdings
Hong Kong
$446K +$32.4K +90 +8%
PGWM
2086
Pitti Group Wealth Management
New York
$443K +$17.3K +48 +4%
RWA
2087
Redhawk Wealth Advisors
Minnesota
$441K -$1.44K -4 -0.3%
KWM
2088
Kaydan Wealth Management
Michigan
$437K +$10.1K +28 +2%
RW
2089
Rede Wealth
Virginia
$437K +$2.16K +6 +0.5%
FPCG
2090
Fort Pitt Capital Group
Pennsylvania
$436K -$6.47K -18 -1%
OWA
2091
Opal Wealth Advisors
New York
$434K -$5.03K -14 -1%
Verition Fund Management
2092
Verition Fund Management
Connecticut
$432K -$331K -922 -43%
LBC
2093
Lowe Brockenbrough & Co
Virginia
$432K – – –
RFG
2094
Range Financial Group
Oregon
$431K +$21.2K +59 +5%
IA
2095
Integrity Advisory
Kansas
$431K +$433K +1,205 New
SWA
2096
Stratos Wealth Advisors
Ohio
$430K -$168K -467 -28%
DBT
2097
Dubuque Bank & Trust
Iowa
$430K – – –
PNC
2098
Park National Corp
Ohio
$428K -$33.4K -93 -7%
AFG
2099
Albion Financial Group
Utah
$427K -$13.7K -38 -3%
CCA
2100
Conestoga Capital Advisors
Pennsylvania
$427K – – –