We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2101
Vivaldi Capital Management
Illinois
$352K -$10.6K -32 -3%
VAG
2102
VisionPoint Advisory Group
Texas
$352K +$26.9K +81 +7%
JSL
2103
JT Stratford LLC
Georgia
$351K -$21.9K -66 -5%
OCM
2104
Orion Capital Management
California
$351K +$46.7K +141 +13%
TA
2105
TruWealth Advisors
Louisiana
$350K -$37.1K -112 -8%
AWS
2106
AJ Wealth Strategies
New York
$350K -$5.97K -18 -1%
1WA
2107
180 Wealth Advisors
Washington
$349K -$8.95K -27 -2%
RW
2108
Rede Wealth
Virginia
$349K – – –
FPCG
2109
Fort Pitt Capital Group
Pennsylvania
$347K – – –
AWM
2110
Aprio Wealth Management
Georgia
$347K +$42.4K +128 +12%
CWA
2111
Consilio Wealth Advisors
Washington
$347K +$55.7K +168 +16%
AP
2112
Arlington Partners
Alabama
$346K -$21.2K -64 -5%
FAFN
2113
First Affirmative Financial Network
Colorado
$346K +$190K +572 +89%
CCA
2114
Conestoga Capital Advisors
Pennsylvania
$345K – – –
KFGK
2115
Keystone Financial Group (Kentucky)
Kentucky
$345K +$7.29K +22 +2%
IA
2116
Integrity Advisory
Kansas
$344K +$663 +2 +0.2%
BAM
2117
Beaumont Asset Management
Texas
$344K +$401K +1,210 New
MC
2118
Merlin Capital
Rhode Island
$343K -$25.5K -77 -6%
VCP
2119
Verus Capital Partners
Arizona
$342K -$95.5K -288 -19%
FRM
2120
Fox Run Management
Connecticut
$341K -$134K -404 -25%
JHCP
2121
Jackson Hole Capital Partners
Oklahoma
$341K – – –
OCM
2122
Objective Capital Management
Ohio
$341K +$5.63K +17 +1%
PL
2123
Plancorp LLC
Missouri
$340K -$299K -901 -43%
AFP
2124
Ausdal Financial Partners
Iowa
$340K -$57.3K -173 -13%
MFG
2125
Magnus Financial Group
New York
$338K +$19.2K +58 +5%
83 84
85
86 87