We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2376
Range Financial Group
Oregon
$708K -$26.4K -46 -4%
AAM
2377
Aureus Asset Management
Massachusetts
$708K – – –
LF
2378
LifeSteps Financial
California
$708K +$2.3K +4 +0.3%
PAW
2379
Plan A Wealth
Nebraska
$708K +$39.1K +68 +6%
PL
2380
Parthenon LLC
Kentucky
$707K – – –
AGA
2381
Arkos Global Advisors
Texas
$707K +$713K +1,242 New
PCM
2382
Passive Capital Management
Maryland
$706K – – –
PCM
2383
Polymer Capital Management
New York
$705K -$1.3M -2,268 -65%
TWM
2384
Trueblood Wealth Management
Ohio
$705K +$574 +1 +0.1%
UAML
2385
US Asset Management LLC
Pennsylvania
$705K – – –
IIM
2386
Ipswich Investment Management
Massachusetts
$704K -$14.9K -26 -2%
FCAS
2387
First Command Advisory Services
Texas
$703K +$35K +61 +5%
MMPW
2388
Mitchell McLeod Pugh & Williams
Alabama
$702K – – –
GHA
2389
GW Henssler & Associates
Georgia
$700K +$2.3K +4 +0.3%
PFM
2390
Phillips Financial Management
Indiana
$699K +$156K +272 +28%
1WA
2391
180 Wealth Advisors
Washington
$699K -$4.59K -8 -0.6%
RIM
2392
Rakuten Investment Management
Japan
$697K +$3.25M +5,651 New
CWA
2393
CM Wealth Advisors
Ohio
$696K – – –
CS
2394
Crescent Sterling
Louisiana
$693K -$43.6K -76 -6%
TPBG
2395
Turning Point Benefit Group
Maryland
$691K +$132K +230 +24%
NF
2396
Nvest Financial
New Hampshire
$690K -$168K -292 -19%
CWS
2397
Cypress Wealth Services
California
$689K +$45.4K +79 +7%
PAG
2398
Private Advisory Group
Washington
$689K +$32.2K +56 +5%
WA
2399
Waddell & Associates
Tennessee
$688K +$695K +1,210 New
LFA
2400
Level Financial Advisors
New York
$687K +$693K +1,207 New
94 95
96
97 98