We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
2451
Spectrum Wealth Advisory Group
California
$427K – – –
CVM
2452
Cheviot Value Management
California
$425K +$2.73K +6 +0.6%
AT
2453
Arvest Trust
Oklahoma
$425K -$371K -814 -46%
PWM
2454
Paulson Wealth Management
Illinois
$424K -$9.57K -21 -2%
CF
2455
Convergence Financial
Missouri
$424K +$74.3K +163 +20%
EHWM
2456
Eads & Heald Wealth Management
Georgia
$423K -$456 -1 -0.1%
GWM
2457
Gitterman Wealth Management
New Jersey
$423K -$232K -510 -35%
HP
2458
Hyperion Partners
Pennsylvania
$423K -$15.5K -34 -3%
RW
2459
RVW Wealth
California
$422K +$139K +305 +47%
RIP
2460
RAM Investment Partners
Washington
$418K -$66.1K -145 -13%
DIM
2461
DLK Investment Management
California
$417K +$430K +945 New
TAM
2462
Townsend Asset Management
North Carolina
$417K +$456 +1 +0.1%
NIC
2463
Northwest Investment Counselors
Oregon
$416K +$62.9K +138 +17%
BSC
2464
Brown Shipley & Co
United Kingdom
$416K -$892K -1,958 -68%
EC
2465
EdgeRock Capital
Colorado
$415K +$87K +191 +26%
UBV
2466
United Bank (Virginia)
Virginia
$415K +$7.74K +17 +2%
EFA
2467
Edge Financial Advisors
Illinois
$415K +$14.1K +31 +3%
BDF
2468
Black Diamond Financial
Maryland
$413K +$153K +335 +56%
VP
2469
Verum Partners
North Carolina
$413K -$456 -1 -0.1%
CIAS
2470
CFS Investment Advisory Services
New Jersey
$412K +$45.1K +99 +12%
LWM
2471
Liberty Wealth Management
California
$412K +$13.4M +29,505 +3,204%
WDC
2472
Woodward Diversified Capital
California
$411K +$33.3K +73 +9%
SFA
2473
Source Financial Advisors
New York
$410K +$4.55K +10 +1%
GBWM
2474
Granite Bay Wealth Management
New Hampshire
$410K -$22.8K -50 -5%
MPI
2475
Mairs & Power Inc
Minnesota
$408K -$159K -350 -27%
97 98
99
100 101