We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3101
BCS Wealth Management
Tennessee
$205K -$58.5K -234 -20%
CFP
3102
Curran Financial Partners
South Carolina
$205K -$5.5K -22 -2%
TFM
3103
TFC Financial Management
Massachusetts
$205K – – –
BIA
3104
Barry Investment Advisors
Massachusetts
$205K +$58.7K +235 +34%
MAG
3105
MRA Advisory Group
New Jersey
$204K +$1.75K +7 +0.8%
WAS
3106
Wealth Advisory Solutions
Indiana
$204K +$230K +919 New
QTM
3107
qPULA Trading Management
New York
$203K -$630K -2,520 -73%
PPW
3108
Pasadena Private Wealth
California
$203K +$14.5K +58 +7%
DAC
3109
Dividend Assets Capital
South Carolina
$202K +$17.2K +69 +8%
SFG
3110
Sunburst Financial Group
Alabama
$202K +$18.5K +74 +9%
LCM
3111
LVM Capital Management
Michigan
$202K +$36K +144 +19%
RFO
3112
RiverGlades Family Offices
Florida
$201K +$226K +905 New
CAMV
3113
Concord Asset Management (Virginia)
Virginia
$201K +$2.75K +11 +1%
EWG
3114
Executive Wealth Group
Washington
$200K – – –
LIM
3115
Leavell Investment Management
Alabama
$200K -$141K -565 -39%
SWIM
3116
Smallwood Wealth Investment Management
New Jersey
$200K -$750 -3 -0.3%
CSWM
3117
Cassady Schiller Wealth Management
Ohio
$200K +$50K +200 +29%
VFP
3118
Verus Financial Partners
Virginia
$200K +$64K +256 +38%
UID
3119
Union Investments & Development
Israel
$200K +$225K +900 New
PO
3120
Private Ocean
California
$194K -$56.2K -225 -21%
FWA
3121
FSC Wealth Advisors
New York
$186K – – –
FFA
3122
Freedman Financial Associates
Massachusetts
$181K +$25K +100 +15%
LFASL
3123
Lugano Financial Advisors SA (LFA)
Switzerland
$171K -$70K -280 -27%
LFA
3124
Level Financial Advisors
New York
$168K +$7K +28 +4%
HDIM
3125
Hanson & Doremus Investment Management
Vermont
$167K -$30K -120 -14%
123 124
125
126 127