We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
2101
Harvest Investment Services
Illinois
$353K +$372 +1 +0.1%
DA
2102
Duality Advisers
Florida
$352K -$4.55M -12,227 -93%
TP
2103
Truvvo Partners
New York
$349K -$147K -395 -29%
CFD
2104
Creative Financial Designs
Indiana
$349K +$8.92K +24 +3%
FM
2105
Foster & Motley
Ohio
$347K -$26K -70 -7%
CWM
2106
Campbell Wealth Management
Virginia
$346K +$27.9K +75 +9%
SPWG
2107
Sage Private Wealth Group
Illinois
$345K – – –
SAM
2108
Strategy Asset Managers
California
$345K +$38.3K +103 +12%
SSWG
2109
Seven Springs Wealth Group
Tennessee
$345K +$351K +944 New
RCM
2110
Requisite Capital Management
Texas
$339K +$93K +250 +37%
AFAS
2111
Acorn Financial Advisory Services
Virginia
$338K +$8.55K +23 +3%
GWM
2112
GSB Wealth Management
Connecticut
$337K +$83.7K +225 +32%
CFA
2113
Capstone Financial Advisors
Illinois
$337K +$343K +923 New
EHWM
2114
Eads & Heald Wealth Management
Georgia
$335K -$7.06K -19 -2%
KOC
2115
Koss-Olinger Consulting
Florida
$335K +$48.3K +130 +16%
ACWM
2116
Adams Chetwood Wealth Management
North Carolina
$334K +$29.7K +80 +10%
WDG
2117
Wealth Dimensions Group
Ohio
$332K +$69.5K +187 +26%
WDC
2118
Woodward Diversified Capital
California
$331K +$1.11K +3 +0.3%
BL
2119
Balentine LLC
Georgia
$330K -$105K -283 -24%
CC
2120
Constitution Capital
Connecticut
$329K – – –
CIM
2121
Contravisory Investment Management
Massachusetts
$329K – – –
CFG
2122
Cooper Financial Group
California
$329K – – –
LD
2123
Lipe & Dalton
New York
$329K – – –
SBWIC
2124
Schaper Benz & Wise Investment Counsel
Wisconsin
$329K – – –
NIM
2125
NuWave Investment Management
New Jersey
$329K +$39.4K +106 +13%
83 84
85
86 87