We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
2276
Atlas Wealth Partners
Pennsylvania
$308K +$270K +820 New
TWP
2277
Tempus Wealth Planning
California
$307K -$166K -505 -36%
WPWM
2278
Western Pacific Wealth Management
Illinois
$307K +$102K +310 +54%
VAM
2279
Verity Asset Management
North Carolina
$306K -$228K -693 -44%
JWBC
2280
J.W. Burns & Co
New York
$306K
GWM
2281
GSB Wealth Management
Connecticut
$304K
MFS
2282
Mirabella Financial Services
United Kingdom
$304K -$30.9K -94 -10%
LGG
2283
Luts & Greenleigh Group
Maryland
$303K +$287K +873 New
GAG
2284
GM Advisory Group
New York
$303K
SCA
2285
Stonebridge Capital Advisors
Minnesota
$303K
Cohen & Steers
2286
Cohen & Steers
New York
$302K
PL
2287
Parthenon LLC
Kentucky
$302K
SIA
2288
Soltis Investment Advisors
Utah
$300K +$17.8K +54 +7%
HCA
2289
Heck Capital Advisors
Wisconsin
$299K
WC
2290
Woodstock Corp
Massachusetts
$299K -$14.8K -45 -5%
FWA
2291
FSM Wealth Advisors
Ohio
$298K +$10.9K +33 +4%
GPA
2292
Guerra Pan Advisors
New Jersey
$297K
TC
2293
Titleist Capital
Texas
$295K -$67.5K -205 -19%
KSWA
2294
Kathleen S. Wright Associates
Pennsylvania
$294K
CWS
2295
Cypress Wealth Services
California
$294K +$23.7K +72 +9%
TA
2296
TFB Advisors
Kansas
$294K +$278K +845 New
TIA
2297
Tiemann Investment Advisors
California
$293K
MCA
2298
Millennium Capital Advisors
Arkansas
$292K -$16.5K -50 -6%
FCMT
2299
Founders Capital Management (Texas)
Texas
$292K
WRPWM
2300
Werba Rubin Papier Wealth Management
California
$292K +$276K +839 New