We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2301
Strategic Wealth Partners
Ohio
$211K – – –
PD
2302
Planning Directions
Pennsylvania
$211K +$349 +1 +0.2%
BDF
2303
Black Diamond Financial
Maryland
$210K – – –
AAS
2304
Annex Advisory Services
Wisconsin
$210K +$206K +590 New
MS
2305
Maven Securities
Jersey
$208K -$320K -918 -61%
CPIA
2306
Cornell Pochily Investment Advisors
New York
$208K – – –
PFA
2307
Pure Financial Advisors
California
$208K +$4.88K +14 +2%
CAWM
2308
Capital Advisors Wealth Management
Washington
$208K +$203K +583 New
GSEP
2309
Golden State Equity Partners
California
$206K -$32.8K -94 -14%
RG
2310
Retirement Group
California
$205K -$87.9K -252 -30%
SQA
2311
Simon Quick Advisors
New Jersey
$205K +$17.4K +50 +10%
CFO
2312
Colony Family Offices
North Carolina
$205K +$201K +575 New
RGC
2313
Roberts, Glore & Co
Illinois
$203K – – –
BHBT
2314
Burke & Herbert Bank & Trust
Virginia
$202K – – –
NFG
2315
Nadler Financial Group
Illinois
$202K +$197K +566 New
LAM
2316
Lountzis Asset Management
Pennsylvania
$201K – – –
OWA
2317
Opal Wealth Advisors
New York
$201K -$1.75K -5 -0.9%
LAM
2318
L2 Asset Management
Massachusetts
$201K +$197K +564 New
GFPC
2319
Global Financial Private Client
Florida
$199K -$366K -1,050 -66%
LWA
2320
Lenox Wealth Advisors
New York
$195K -$63.9K -183 -25%
PO
2321
Private Ocean
California
$192K +$21.3K +61 +13%
JWM
2322
Janiczek Wealth Management
Colorado
$187K +$55.8K +160 +44%
SLF
2323
Sun Life Financial
Ontario, Canada
$182K -$2.79K -8 -2%
ACM
2324
Allred Capital Management
Texas
$179K -$24.4K -70 -12%
MF
2325
Manchester Financial
California
$179K -$11.5K -33 -6%
91 92
93
94 95