We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3026
BT Wealth Management
Georgia
$235K -$8K -32 -3%
PWMG
3027
Provence Wealth Management Group
California
$235K +$5.5K +22 +2%
SIG
3028
Sargent Investment Group
Maryland
$235K +$34K +136 +15%
AIC
3029
Ayalon Insurance Company
Israel
$234K -$27.7K -111 -10%
WDA
3030
Wendell David Associates
New Hampshire
$234K – – –
DFA
3031
DHJJ Financial Advisors
Illinois
$234K +$1K +4 +0.4%
DPI
3032
Diversified Portfolios Inc
Michigan
$233K – – –
PFA
3033
Pure Financial Advisors
California
$233K +$10K +40 +4%
FM
3034
Family Management
New York
$232K -$4M -16,010 -94%
RCI
3035
RS Crum Inc
California
$232K +$13.7K +55 +6%
HCA
3036
Heck Capital Advisors
Wisconsin
$231K +$260K +1,039 New
CPA
3037
Court Place Advisors
Maryland
$231K – – –
SHWM
3038
Smith & Howard Wealth Management
Georgia
$231K – – –
I2I
3039
Insight 2811 Inc
Illinois
$231K +$9.25K +37 +4%
MFG
3040
Menard Financial Group
Texas
$230K -$2.15M -8,593 -89%
PC
3041
Periscope Capital
Ontario, Canada
$230K -$382K -1,529 -60%
CPP
3042
Capasso Planning Partners
South Carolina
$230K -$12.2K -49 -5%
TSWM
3043
Tyler-Stone Wealth Management
Ohio
$228K +$2.75K +11 +1%
SWM
3044
Scissortail Wealth Management
Oklahoma
$228K +$3.25K +13 +1%
AR
3045
Advisory Research
Illinois
$227K -$610K -2,440 -71%
ES
3046
Eagle Strategies
New York
$227K +$255K +1,022 New
GA
3047
Gateway Advisory
New Jersey
$227K +$256K +1,023 New
SC
3048
Steph & Co
Wisconsin
$227K +$256K +1,023 New
PCFFS
3049
Pacific Center for Financial Services
California
$226K – – –
TDC
3050
Thompson Davis & Co
Virginia
$226K +$254K +1,015 New
120 121
122
123 124