We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2276
Planning Directions
Pennsylvania
$226K +$10K +27 +5%
LAM
2277
L2 Asset Management
Massachusetts
$226K +$20.1K +54 +10%
FEG
2278
Financial Enhancement Group
Indiana
$226K +$220K +592 +2,277%
BSSFA
2279
Baron Silver Stevens Financial Advisors
Florida
$226K +$231K +620 New
CHA
2280
Cooper/Haims Advisors
New York
$225K -$22.3K -60 -9%
RI
2281
Ridgewood Investments
New Jersey
$224K -$312K -838 -58%
SIGI
2282
Susquehanna International Group (Ireland)
Ireland
$223K -$229K -617 -50%
PCMK
2283
Paragon Capital Management (Kansas)
Kansas
$223K – – –
PWMG
2284
Prestige Wealth Management Group
New Jersey
$223K +$7.06K +19 +3%
BCP
2285
Berkeley Capital Partners
Georgia
$223K +$228K +612 New
LWP
2286
Legacy Wealth Planning
Nevada
$222K +$5.58K +15 +3%
SAS
2287
Stelac Advisory Services
New York
$221K -$2.97K -8 -1%
FA
2288
Fountainhead AM
New Jersey
$221K – – –
AWA
2289
AmeriServ Wealth Advisors
Pennsylvania
$219K -$146K -392 -40%
HCM
2290
Heathbridge Capital Management
Ontario, Canada
$219K – – –
KPWG
2291
KFA Private Wealth Group
Virginia
$219K +$372 +1 +0.2%
SP
2292
Successful Portfolios
Florida
$219K +$1.11K +3 +0.5%
1WM
2293
1900 Wealth Management
Texas
$218K – – –
RPCA
2294
Running Point Capital Advisors
California
$218K +$222K +598 New
CA
2295
Crewe Advisors
Utah
$217K -$5.21K -14 -2%
W
2296
Wealthquest
Ohio
$216K +$220K +592 New
GF
2297
Gries Financial
Ohio
$215K -$16K -43 -7%
BDF
2298
Black Diamond Financial
Maryland
$215K – – –
TWM
2299
TriaGen Wealth Management
California
$215K +$207K +556 New
AI
2300
Atom Investors
Texas
$215K +$219K +590 New
90 91
92
93 94