We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2576
Private Asset Management
California
$249K +$229K +1,095 New
PVWM
2577
Point View Wealth Management
New Jersey
$248K +$228K +1,092 New
FCFC
2578
First Citizens Financial Corp
Iowa
$248K +$228K +1,093 New
SSWM
2579
Smith Salley Wealth Management
North Carolina
$247K +$227K +1,088 New
CMO
2580
Covenant Multifamily Offices
Texas
$246K -$123K -590 -35%
IFS
2581
Ifrah Financial Services
Arkansas
$246K +$226K +1,084 New
WCWM
2582
Willow Creek Wealth Management
California
$245K -$228K -1,093 -50%
TAIM
2583
TD Ameritrade Investment Management
Nebraska
$245K +$21.7K +104 +11%
AF
2584
Apexium Financial
Texas
$245K +$225K +1,077 New
MWM
2585
MorganRosel Wealth Management
Colorado
$245K +$225K +1,078 New
MJP
2586
Michael J. Puzo
$244K +$224K +1,075 New
ERIM
2587
Eagle Ridge Investment Management
Connecticut
$244K +$225K +1,076 New
FFA
2588
Fragasso Financial Advisors
Pennsylvania
$242K +$188K +901 New
MCM
2589
Monument Capital Management
Virginia
$242K +$222K +1,064 New
C1AG
2590
Client 1st Advisory Group
Florida
$241K +$215K +1,030 New
SWG
2591
Summit Wealth Group
Vermont
$241K +$222K +1,061 New
FPFS
2592
First Personal Financial Services
North Carolina
$238K – – –
GCIA
2593
Gabelli & Co Investment Advisers
New York
$238K +$219K +1,050 New
IP
2594
Investment Partners
Ohio
$237K +$218K +1,043 New
MA
2595
MANA Advisors
New York
$237K +$218K +1,044 New
BMCM
2596
Bryn Mawr Capital Management
Pennsylvania
$236K -$300K -1,435 -58%
VV
2597
Verity & Verity
South Carolina
$235K +$206K +985 New
PV
2598
Private Vista
Illinois
$233K -$196K -940 -48%
TCPWM
2599
Traverso Chambers Private Wealth Management
California
$233K +$214K +1,026 New
KCM
2600
Karp Capital Management
California
$233K +$214K +1,027 New
102 103
104
105 106