We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
2201
Arcadia Investment Management
Michigan
$41K – – –
EIM
2202
Essex Investment Management
Massachusetts
$40K +$22.1K +68 +136%
PCFFS
2203
Pacific Center for Financial Services
California
$39K – – –
VNA
2204
Valley National Advisers
Pennsylvania
$39K +$32.2K +99 +582%
HR
2205
Howe & Rusling
New York
$38K -$40.6K -125 -53%
AW
2206
Avion Wealth
Texas
$37K +$35.8K +110 New
CBT
2207
Central Bank & Trust
Kentucky
$36K -$6.18K -19 -15%
LFG
2208
Larson Financial Group
Missouri
$35K +$12K +37 +55%
BAMG
2209
Brand Asset Management Group
Missouri
$34K – – –
NR
2210
Newfound Research
Massachusetts
$34K +$32.5K +100 New
GEA
2211
Glen Eagle Advisors
New Jersey
$33.8K -$325 -1 -1%
PFS
2212
Prospera Financial Services
Texas
$32K -$4.88M -15,021 -99%
CFFP
2213
Center for Financial Planning
Michigan
$30K – – –
CWA
2214
Carolina Wealth Advisors
South Carolina
$30K +$29.3K +90 New
IRC
2215
Investors Research Corp
Georgia
$29K – – –
BWA
2216
Burt Wealth Advisors
Maryland
$29K +$3.25K +10 +13%
LFG
2217
LifePlan Financial Group
Ohio
$26K – – –
IF
2218
Ironwood Financial
Arizona
$26K +$4.88K +15 +25%
JWM
2219
Jeppson Wealth Management
California
$25K +$24.4K +75 New
AWM
2220
Adams Wealth Management
Utah
$24K +$23.4K +72 New
BFG
2221
Baron Financial Group
New Jersey
$23.7K +$22.8K +70 New
MAM
2222
Marquette Asset Management
Minnesota
$23K – – –
TIM
2223
Tortoise Investment Management
New York
$23K – – –
EWM
2224
Endurance Wealth Management
Rhode Island
$22K – – –
TAIM
2225
TD Ameritrade Investment Management
Nebraska
$22K +$975 +3 +5%