We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
2276
Xcel Wealth Management
Florida
$292K +$3.11K +9 +1%
MPCG
2277
Matrix Private Capital Group
New York
$292K +$32.5K +94 +13%
HWA
2278
HHM Wealth Advisors
Tennessee
$292K +$40.1K +116 +17%
WBG
2279
Wharton Business Group
Pennsylvania
$291K – – –
MW
2280
Milestone Wealth
New York
$291K +$280K +811 New
MPIA
2281
Mountain Pacific Investment Advisers
Idaho
$290K – – –
BCP
2282
Blackhawk Capital Partners
Wisconsin
$290K +$33.5K +97 +14%
LOAMU
2283
Lombard Odier Asset Management (USA)
New York
$289K -$2.83M -8,195 -91%
PGA
2284
Portland Global Advisors
Maine
$289K -$10.4K -30 -4%
BFC
2285
Bedel Financial Consulting
Indiana
$289K -$9.68K -28 -3%
TFA
2286
Triad Financial Advisors
North Carolina
$289K +$278K +803 New
QP
2287
Quilter Plc
United Kingdom
$288K -$12.8M -37,120 -98%
OWM
2288
Orgel Wealth Management
Wisconsin
$288K – – –
PW
2289
Peninsula Wealth
California
$288K +$277K +800 New
APW
2290
Austin Private Wealth
Texas
$287K – – –
DWM
2291
Denver Wealth Management
Colorado
$287K +$277K +800 New
CWM
2292
C2C Wealth Management
Arizona
$285K +$274K +793 New
OFS
2293
OneAscent Financial Services
Alabama
$285K +$275K +794 New
IWN
2294
Independent Wealth Network
Iowa
$284K -$14.2K -41 -5%
CISOA
2295
Capital Investment Services of America
Wisconsin
$284K – – –
BMCM
2296
Bryn Mawr Capital Management
Pennsylvania
$282K – – –
CCFM
2297
Clear Creek Financial Management
Washington
$282K +$8.99K +26 +3%
PB
2298
Pinnacle Bancorp
Nebraska
$281K – – –
TA
2299
TrueWealth Advisors
Alabama
$281K +$271K +783 New
DFA
2300
DHJJ Financial Advisors
Illinois
$280K -$2.42K -7 -0.9%
90 91
92
93 94