We are live on ! Find out more
META icon

Meta Platforms (Facebook)

Name Holding Trade Value Shares
Change
Change in
Stake
Donaldson Capital Management
1601
Donaldson Capital Management
Indiana
$9.09M +$2.67M +3,996 +41%
D.L. Carlson Investment Group
1602
D.L. Carlson Investment Group
New Hampshire
$9.06M -$180K -270 -2%
AWM
1603
Aviso Wealth Management
Washington
$9.06M +$66.1K +99 +0.7%
BBES
1604
Buffalo Business & Estate Services
New York
$9.05M +$9.16M +13,717 New
Trivium Point Advisory
1605
Trivium Point Advisory
Connecticut
$9.05M +$126K +189 +1%
Cadian Capital Management
1606
Cadian Capital Management
New York
$9.04M +$9.15M +13,700 New
LSWM
1607
Lorne Steinberg Wealth Management
Canada
$9.04M +$14.7K +22 +0.2%
Childress Capital Advisors
1608
Childress Capital Advisors
Texas
$9.04M +$554K +829 +6%
YHB Investment Advisors
1609
YHB Investment Advisors
Connecticut
$9.04M -$3.34K -5 -0%
1C
1610
111 Capital
France
$9.01M +$1.5M +2,253 +20%
SFG
1611
SageGuard Financial Group
Tennessee
$9.01M +$9.11M +13,643 New
Capital Planning Advisors
1612
Capital Planning Advisors
California
$9M +$288K +431 +3%
KC
1613
Katamaran Capital
United Kingdom
$9M +$2.13M +3,197 +31%
Accurate Wealth Management
1614
Accurate Wealth Management
Florida
$8.99M +$294K +440 +3%
GC
1615
GFG Capital
Florida
$8.99M +$351K +525 +4%
Patriot Financial Group Insurance Agency
1616
Patriot Financial Group Insurance Agency
Massachusetts
$8.96M +$907K +1,358 +11%
RMR Wealth Builders
1617
RMR Wealth Builders
New Jersey
$8.9M +$439K +657 +5%
HWP
1618
Highline Wealth Partners
California
$8.9M +$28.7K +43 +0.3%
Hills Bank & Trust
1619
Hills Bank & Trust
Iowa
$8.89M -$16K -24 -0.2%
IMA Advisory Services
1620
IMA Advisory Services
Colorado
$8.88M +$226K +338 +3%
MFS
1621
Mattson Financial Services
Michigan
$8.86M +$547K +819 +6%
Consolidated Planning Corp
1622
Consolidated Planning Corp
Georgia
$8.86M -$49.4K -74 -0.5%
RNC Capital Management
1623
RNC Capital Management
California
$8.86M +$2.18M +3,259 +32%
CPC
1624
Congress Park Capital
New York
$8.84M -$274K -410 -3%
BZWA
1625
Blue Zone Wealth Advisors
California
$8.82M -$28K -42 -0.3%