We are live on ! Find out more
META icon

Meta Platforms (Facebook)
META

Name Holding Trade Value Shares
Change 		Change in
Stake
EPA
2101
Element Pointe Advisors
Florida
$684K – – –
WTFG
2102
Wells Trecaso Financial Group
Ohio
$682K -$15.2K -89 -3%
IAM
2103
Innovis Asset Management
Illinois
$680K +$5.96K +35 +1%
GWM
2104
Greenwich Wealth Management
Connecticut
$680K -$88.6K -520 -14%
TCOT
2105
Trust Company of Toledo
Ohio
$679K +$546K +3,205 New
TA
2106
Trellis Advisors
Washington
$679K +$65.6K +385 +14%
MCA
2107
Magnolia Capital Advisors
Mississippi
$679K +$132K +778 +32%
BOPW
2108
Brandywine Oak Private Wealth
Pennsylvania
$679K -$16.7K -98 -3%
AFO
2109
Allie Family Office
Florida
$678K – – –
FF
2110
Friedenthal Financial
New Jersey
$675K +$542K +3,183 New
VC
2111
Vicus Capital
Pennsylvania
$675K +$1.19K +7 +0.2%
MA
2112
Montag & Associates
Georgia
$673K -$116K -683 -18%
SWP
2113
Strategic Wealth Partners
Ohio
$672K -$112K -655 -17%
AFA
2114
American Financial Advisors
Georgia
$672K -$38.3K -225 -7%
FF
2115
Francis Financial
$671K +$8K +47 +2%
ARG
2116
Advisory Resource Group
Oklahoma
$671K +$20.8K +122 +4%
SRC
2117
Sage Rhino Capital
California
$670K +$85.7K +503 +19%
SB
2118
Sunflower Bank
Texas
$670K -$27.9K -164 -5%
PWMG
2119
Prestige Wealth Management Group
New Jersey
$668K +$26.7K +157 +5%
SWM
2120
Silverlake Wealth Management
Vermont
$668K -$24.7K -145 -4%
OBWG
2121
Onyx Bridge Wealth Group
New York
$667K +$14K +82 +3%
BFO
2122
Biltmore Family Office
North Carolina
$666K -$335K -1,965 -38%
SIC
2123
Sterling Investment Counsel
New York
$666K -$14.5K -85 -3%
FTA
2124
Financial & Tax Architects
Missouri
$666K -$100K -587 -16%
EGA
2125
Eagle Global Advisors
Texas
$664K -$58.8K -345 -10%
83 84
85
86 87