We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2401
JNBA Financial Advisors
Minnesota
$262K – – –
FBC
2402
Fairfield, Bush & Co
Connecticut
$262K -$72.6K -200 -22%
DWMS
2403
Dominguez Wealth Management Solutions
Virginia
$261K – – –
CWM
2404
Chicago Wealth Management
Illinois
$261K – – –
FB
2405
First Bancorp
Maine
$261K -$2.54K -7 -1%
WFA
2406
Wellspring Financial Advisors
Ohio
$261K -$1.82K -5 -0.7%
TVWM
2407
Tower View Wealth Management
Wisconsin
$260K +$8.35K +23 +3%
XWM
2408
Xcel Wealth Management
Florida
$259K – – –
AIA
2409
AIMZ Investment Advisors
California
$259K – – –
CIAS
2410
CFS Investment Advisory Services
New Jersey
$259K +$14.5K +40 +6%
AFAS
2411
Acorn Financial Advisory Services
Virginia
$258K -$35.2K -97 -12%
CA
2412
Calton & Associates
Florida
$258K -$225K -619 -47%
WMA
2413
West Michigan Advisors
Michigan
$258K +$258K +709 New
ZF
2414
Zhang Financial
Michigan
$257K -$28K -77 -10%
RTC
2415
Riverview Trust Company
Washington
$257K – – –
AFP
2416
Alpha Financial Partners
Kentucky
$257K +$7.99K +22 +3%
HC
2417
Hendley & Co
Ohio
$256K -$3.63K -10 -1%
CYG
2418
Clean Yield Group
Vermont
$255K – – –
PFA
2419
Pure Financial Advisors
California
$255K -$18.2K -50 -7%
PWA
2420
Phoenix Wealth Advisors
North Carolina
$254K – – –
BDAM
2421
Blue Door Asset Management
Connecticut
$254K +$254K +700 New
RGC
2422
Roberts, Glore & Co
Illinois
$254K – – –
XF
2423
XML Financial
Maryland
$254K +$30.5K +84 +14%
TFA
2424
Teamwork Financial Advisors
Texas
$253K +$11.6K +32 +5%
NMG
2425
New Millennium Group
Utah
$252K -$380K -1,045 -60%
95 96
97
98 99