We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2501
Blume Capital Management
California
$131K – – –
EA
2502
Evolution Advisers
Virginia
$128K +$124K +359 New
BAM
2503
Bellevue Asset Management
Washington
$126K -$104K -300 -46%
TAIM
2504
TD Ameritrade Investment Management
Nebraska
$126K +$99.6K +288 +450%
GGI
2505
Godsey & Gibb Inc
Virginia
$123K – – –
COCM
2506
Charter Oak Capital Management
New Hampshire
$120K – – –
RBC
2507
Roble Belko & Company
Pennsylvania
$120K – – –
PG
2508
Proffitt & Goodson
Tennessee
$119K – – –
SIS
2509
Sound Income Strategies
Florida
$118K -$1.73K -5 -2%
AWM
2510
Activest Wealth Management
Florida
$117K -$9.68K -28 -8%
GCGDR
2511
Geo Capital Gestora de Recursos
Brazil
$117K +$13.8K +40 +14%
CC
2512
Corsicana & Co
Texas
$113K -$5.53K -16 -5%
AWA
2513
Aquire Wealth Advisors
Utah
$112K +$108K +311 New
AWA
2514
Amplius Wealth Advisors
Pennsylvania
$112K +$109K +314 New
CAM
2515
Cacti Asset Management
Georgia
$108K – – –
LSV Asset Management
2516
LSV Asset Management
Illinois
$108K – – –
TC
2517
Trust Company
Kansas
$104K – – –
SWA
2518
SOA Wealth Advisors
New York
$101K +$26.6K +77 +38%
ACK
2519
Andrew C. Karlinski
$101K +$96.8K +280 New
TLCM
2520
Twin Lakes Capital Management
California
$97K +$346 +1 +0.4%
SPA
2521
Shore Point Advisors
New Jersey
$95K +$91.6K +265 New
BDWM
2522
Brewin Dolphin Wealth Management
Ireland
$93K – – –
CWA
2523
Clearview Wealth Advisors
Oregon
$93K +$10.4K +30 +13%
PPWM
2524
PFG Private Wealth Management
Florida
$93K +$12.4K +36 +16%
ST
2525
Sageworth Trust
Pennsylvania
$90K – – –