We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
4026
Burgundy Asset Management
Ontario, Canada
$215K +$193K +375 New
MJP
4027
Michael J. Puzo
$215K +$193K +375 New
WWWM
4028
White Wing Wealth Management
Texas
$214K -$21.1K -41 -10%
CWA
4029
Continuum Wealth Advisors
New York
$214K +$192K +374 New
PFA
4030
Pinnacle Family Advisors
Missouri
$214K -$11.8K -23 -6%
FWM
4031
Forza Wealth Management
Florida
$214K +$192K +374 New
SWM
4032
Sterling Wealth Management
Illinois
$214K +$192K +373 New
FRA
4033
Front Row Advisors
California
$212K – – –
KFS
4034
Keynote Financial Services
Connecticut
$212K +$191K +371 New
KPPF
4035
Klein Pavlis & Peasley Financial
California
$211K -$16K -31 -8%
HDIM
4036
Hanson & Doremus Investment Management
Vermont
$211K -$8.75K -17 -4%
HCM
4037
Hutchinson Capital Management
California
$211K +$189K +368 New
GAM
4038
Gould Asset Management
California
$211K -$78.7K -153 -29%
TTWM
4039
TCV Trust & Wealth Management
Virginia
$209K -$68.9K -134 -27%
WAG
4040
Wheelhouse Advisory Group
Missouri
$208K +$186K +362 New
IPW
4041
IronBridge Private Wealth
Texas
$207K +$186K +362 New
ACA
4042
Anchor Capital Advisors
Massachusetts
$207K +$186K +362 New
MKC
4043
M. Kraus & Co
Vermont
$207K +$186K +362 New
SFG
4044
Shum Financial Group
California
$207K +$186K +362 New
SAM
4045
Sequent Asset Management
Texas
$207K +$186K +361 New
EE
4046
EWG Elevate
California
$207K +$186K +361 New
ORC
4047
O'Rourke & Company
Massachusetts
$206K +$185K +360 New
GPWA
4048
Great Point Wealth Advisors
Massachusetts
$206K +$185K +360 New
HAC
4049
Harbor Advisory Corp
New Hampshire
$206K +$185K +359 New
GC
4050
Gibson Capital
Pennsylvania
$205K – – –
160 161
162
163 164