We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
2801
Ipswich Investment Management
Massachusetts
$412K – – –
KBFS
2802
Kohmann Bosshard Financial Services
Ohio
$412K – – –
AC
2803
AlphaCore Capital
California
$412K +$26.7K +74 +6%
CA
2804
Centerpoint Advisors
Massachusetts
$411K -$36K -100 -8%
AFS
2805
Axiom Financial Strategies
Indiana
$411K – – –
MGAM
2806
McGowan Group Asset Management
Texas
$411K – – –
CF
2807
Corrigan Financial
Rhode Island
$410K – – –
HFS
2808
Howard Financial Services
Texas
$409K +$7.2K +20 +2%
MIA
2809
MainStreet Investment Advisors
Illinois
$409K +$11.2K +31 +3%
LAM
2810
LifePro Asset Management
California
$408K +$21.3K +59 +5%
WA
2811
WESPAC Advisors
California
$408K +$433K +1,202 New
SC
2812
Shay Capital
New York
$407K -$336K -934 -44%
WCFA
2813
Walkner Condon Financial Advisors
Wisconsin
$407K +$52.2K +145 +14%
KCM
2814
Karp Capital Management
California
$407K +$75.3K +209 +21%
ACM
2815
Ashford Capital Management
Delaware
$407K +$432K +1,200 New
CC
2816
Callan Capital
California
$405K -$74.6K -207 -15%
WIA
2817
World Investment Advisors
California
$405K -$6.48K -18 -1%
P
2818
Palladiem
Pennsylvania
$405K – – –
MWA
2819
Moser Wealth Advisors
Washington
$405K +$17.3K +48 +4%
FSWA
2820
Financial Synergies Wealth Advisors
Texas
$405K +$103K +285 +31%
ARC
2821
Advisor Resource Council
Texas
$404K -$4.31M -11,968 -91%
LC
2822
Lincoln Capital
Nebraska
$404K – – –
RWG
2823
Regal Wealth Group
California
$403K – – –
PO
2824
Private Ocean
California
$402K -$2.02M -5,609 -83%
TPW
2825
Tiller Private Wealth
Pennsylvania
$401K +$7.2K +20 +2%
111 112
113
114 115