We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
2251
Naples Global Advisors
Florida
$343K – – –
CWM
2252
Campbell Wealth Management
Virginia
$342K -$3.63K -10 -1%
WPC
2253
Waters Parkerson & Co
Louisiana
$342K – – –
FL
2254
Fort LP
Maryland
$340K -$128K -352 -27%
LWM
2255
Lodestone Wealth Management
Washington
$339K +$34.9K +96 +11%
PCG
2256
Prosperity Consulting Group
Maryland
$338K -$36K -99 -10%
RPCONE
2257
Retirement Planning Company of New England
Rhode Island
$337K -$5.08K -14 -1%
BFW
2258
Brady Family Wealth
Missouri
$336K – – –
JCM
2259
Janney Capital Management
Pennsylvania
$336K +$115K +316 +52%
CGA
2260
Crescent Grove Advisors
Illinois
$336K – – –
CIS
2261
Continental Investors Services
Washington
$334K – – –
UBV
2262
United Bank (Virginia)
Virginia
$333K +$4.36K +12 +1%
LSIA
2263
LaSalle St. Investment Advisors
Illinois
$333K +$333K +918 New
AIM
2264
Avity Investment Management
Connecticut
$333K +$332K +915 New
BWM
2265
Baystate Wealth Management
Massachusetts
$330K +$1.82K +5 +0.6%
FCA
2266
Fortis Capital Advisors
Kansas
$329K -$25.1K -69 -7%
SAG
2267
Spotlight Asset Group
Illinois
$329K +$395K +1,088 New
CPWA
2268
Cerro Pacific Wealth Advisors
California
$329K -$324K -892 -50%
FDDB
2269
Fidelity D&D Bancorp
Pennsylvania
$328K +$248K +682 New
HCPC
2270
Hamilton Capital Partners (Canada)
$327K -$145K -400 -31%
CC
2271
Constitution Capital
Connecticut
$327K – – –
LD
2272
Lipe & Dalton
New York
$327K – – –
HCP
2273
Hexagon Capital Partners
Arkansas
$324K -$13.8K -38 -4%
AF
2274
Alerus Financial
North Dakota
$323K -$315K -867 -49%
JIC
2275
Joel Isaacson & Co
New York
$323K +$23.6K +65 +8%
89 90
91
92 93