We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2076
Lion Street Advisors
Texas
$846K -$29.3K -63 -4%
BFA
2077
Brown Financial Advisors
Ohio
$845K +$86.5K +186 +12%
TFO
2078
Tarbox Family Office
California
$842K +$151K +325 +24%
CMI
2079
Clare Market Investments
Texas
$842K -$87.9K -189 -10%
DAC
2080
Dividend Assets Capital
South Carolina
$841K – – –
OWM
2081
OneAscent Wealth Management
Alabama
$840K +$28.4K +61 +4%
FCB
2082
First County Bank
Connecticut
$837K -$59.1K -127 -7%
MA
2083
MONECO Advisors
Connecticut
$836K -$2.36M -5,075 -75%
SVCP
2084
Silicon Valley Capital Partners
California
$836K +$233K +502 +42%
MAM
2085
McLean Asset Management
Virginia
$834K +$9.77K +21 +1%
PWA
2086
Physician Wealth Advisors
Utah
$834K -$70.2K -151 -8%
CWA
2087
Consilium Wealth Advisory
Texas
$829K -$1.21M -2,609 -61%
AWM
2088
Aberdeen Wealth Management
Illinois
$829K -$56.7K -122 -7%
CS
2089
Crescent Sterling
Louisiana
$829K -$2.33K -5 -0.3%
APWM
2090
Argonautica Private Wealth Management
Massachusetts
$826K – – –
MWA
2091
Midland Wealth Advisors
Illinois
$822K -$22.3K -48 -3%
PA
2092
PSI Advisors
Florida
$821K -$29.3K -63 -4%
GAM
2093
Gould Asset Management
California
$820K -$77.7K -167 -9%
OPA
2094
Old Port Advisors
Maine
$820K -$6.05K -13 -0.8%
MSA
2095
Marino Stram & Associates
Massachusetts
$819K – – –
HPM
2096
Hoxton Planning & Management
West Virginia
$819K +$14.9K +32 +2%
SB
2097
Sunflower Bank
Texas
$816K +$31.6K +68 +4%
ACM
2098
Advance Capital Management
Michigan
$815K +$465 +1 +0.1%
TIM
2099
Tevis Investment Management
Texas
$815K – – –
SP
2100
Stonebrook Private
Michigan
$813K +$42.3K +91 +6%
82 83
84
85 86