We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2226
Outlook Wealth Advisors
Texas
$846K +$77.7K +150 +10%
BFW
2227
Brady Family Wealth
Missouri
$845K – – –
PSC
2228
Prentiss Smith & Co
Vermont
$845K – – –
BSHC
2229
Breed's Hill Capital
Massachusetts
$844K +$509K +983 +159%
MKC
2230
M. Kraus & Co
Vermont
$844K -$9.32K -18 -1%
SL
2231
Salomon & Ludwin
Virginia
$840K -$5.18K -10 -0.6%
VIA
2232
Victrix Investment Advisors
Florida
$840K +$826K +1,595 New
MIM
2233
Moseley Investment Management
Florida
$837K -$1.55K -3 -0.2%
TA
2234
TFG Advisers
Michigan
$835K +$1.03K +2 +0.1%
BMC
2235
Beaton Management Company
Massachusetts
$833K – – –
CWA
2236
Consilio Wealth Advisors
Washington
$833K -$169K -326 -17%
SWM
2237
Salvus Wealth Management
New Jersey
$832K +$17.6K +34 +2%
APA
2238
Astoria Portfolio Advisors
New York
$832K +$124K +239 +17%
Harvest Portfolios Group
2239
Harvest Portfolios Group
Ontario, Canada
$831K +$240K +463 +42%
QFA
2240
Quantum Financial Advisors
California
$829K – – –
FWP
2241
Forefront Wealth Partners
Texas
$826K +$812K +1,568 New
HNWAG
2242
High Net Worth Advisory Group
Florida
$825K – – –
FCA
2243
FLC Capital Advisors
California
$823K -$12.9K -25 -2%
SG
2244
Sienna Gestion
France
$822K -$13.9M -26,883 -95%
AWM
2245
Ariadne Wealth Management
California
$820K +$136K +263 +22%
FA
2246
Fermata Advisors
California
$819K +$445K +860 +124%
PWA
2247
Physician Wealth Advisors
Utah
$817K -$48.1K -93 -6%
FIB
2248
First Interstate Bank
Montana
$817K -$15K -29 -2%
Cookson Peirce & Co
2249
Cookson Peirce & Co
Pennsylvania
$812K -$25.4K -49 -3%
IWP
2250
Invenio Wealth Partners
Florida
$812K +$10.9K +21 +1%