We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
WKSWA
2126
White Knight Strategic Wealth Advisors
New Jersey
$784K -$22.9K -50 -3%
ACP
2127
Aveo Capital Partners
Colorado
$783K +$154K +337 +24%
AGAM
2128
Audent Global Asset Management
California
$781K +$46.2K +101 +7%
MKC
2129
M. Kraus & Co
Vermont
$781K +$5.94K +13 +0.8%
ONST
2130
Old North State Trust
North Carolina
$780K +$741K +1,620 New
Badgley Phelps Wealth Managers
2131
Badgley Phelps Wealth Managers
Washington
$778K +$38.9K +85 +6%
OPA
2132
Old Port Advisors
Maine
$778K -$3.2K -7 -0.4%
USWIA
2133
UP Strategic Wealth Investment Advisors
Pennsylvania
$778K – – –
MCCP
2134
Mission Creek Capital Partners
California
$778K +$738K +1,615 New
EFMC
2135
Empire Financial Management Company
New York
$777K +$157K +343 +27%
HNWAG
2136
High Net Worth Advisory Group
Florida
$776K – – –
SAM
2137
SignalPoint Asset Management
Missouri
$776K +$9.14K +20 +1%
IF
2138
Intrua Financial
Texas
$775K +$32K +70 +5%
RFA
2139
Resurgent Financial Advisors
Georgia
$773K -$19.7K -43 -3%
PSC
2140
Prentiss Smith & Co
Vermont
$773K – – –
CIG
2141
Cascade Investment Group
Colorado
$768K -$57.1K -125 -7%
FCFC
2142
First Commonwealth Financial Corp
Pennsylvania
$766K +$19.7K +43 +3%
FCA
2143
FLC Capital Advisors
California
$764K +$45.7K +100 +7%
ZF
2144
Zhang Financial
Michigan
$764K +$48.9K +107 +7%
MSA
2145
Marino Stram & Associates
Massachusetts
$764K +$14.6K +32 +2%
KDA
2146
Kraft Davis & Associates
Missouri
$763K – – –
LSA
2147
Lion Street Advisors
Texas
$763K – – –
CCP
2148
Cassia Capital Partners
North Carolina
$762K +$126K +275 +21%
MIM
2149
Moseley Investment Management
Florida
$762K +$457 +1 +0.1%
BMC
2150
Beaton Management Company
Massachusetts
$762K – – –