We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2426
Proathlete Wealth Management
Florida
$765K +$8.94K +16 +1%
HPC
2427
Hobart Private Capital
North Carolina
$764K +$427K +763 +132%
MFC
2428
Morris Financial Concepts
South Carolina
$763K
S
2429
Sunpointe
Missouri
$763K +$16.8K +30 +2%
PAW
2430
Plan A Wealth
Nebraska
$762K +$50.3K +90 +7%
FWP
2431
FAS Wealth Partners
Kansas
$761K +$92.8K +166 +14%
PA
2432
PSI Advisors
Florida
$760K -$6.15K -11 -0.8%
RWM
2433
Revisor Wealth Management
Ohio
$760K +$221K +396 +39%
MFG
2434
Midwest Financial Group
Kansas
$760K
PHWM
2435
Pine Harbor Wealth Management
Maryland
$759K +$6.15K +11 +0.8%
MIM
2436
Moseley Investment Management
Florida
$757K -$148K -265 -17%
GWM
2437
GSB Wealth Management
Connecticut
$757K +$2.24K +4 +0.3%
KFG
2438
Kelly Financial Group
Connecticut
$757K +$1.12K +2 +0.2%
VIP
2439
Viewpoint Investment Partners
Alberta, Canada
$756K
PCM
2440
Park Capital Management
Wisconsin
$755K -$94.5K -169 -11%
HWA
2441
HMV Wealth Advisors
Louisiana
$755K
ZIC
2442
ZWJ Investment Counsel
Georgia
$754K +$93.9K +168 +15%
CFS
2443
Commonwealth Financial Services
West Virginia
$749K +$69.9K +125 +11%
CHWM
2444
Cauble & Harre Wealth Management
Missouri
$749K +$733K +1,312 New
NAMNJ
2445
NorthStar Asset Management (New Jersey)
New Jersey
$747K +$20.1K +36 +3%
MWM
2446
Manske Wealth Management
Texas
$746K -$1.12K -2 -0.2%
AAA
2447
Andrews Advisory Associates
Hawaii
$746K +$731K +1,307 New
SGCA
2448
Steel Grove Capital Advisors
Tennessee
$744K +$50.3K +90 +7%
FWP
2449
Forefront Wealth Partners
Texas
$744K -$6.15K -11 -0.8%
WA
2450
Wealth Architects
California
$742K -$44.2K -79 -6%