We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
2551
Core Alternative Capital
Georgia
$171K +$11.6K +32 +7%
EWM
2552
Endurance Wealth Management
Rhode Island
$169K
BIA
2553
Bell Investment Advisors
California
$168K +$2.18K +6 +1%
CNBTD
2554
Citizens National Bank Trust Department
Mississippi
$165K
WPA
2555
West Paces Advisors
Georgia
$164K +$6.9K +19 +4%
T
2556
TOBAM
France
$163K +$137K +377 +524%
MWM
2557
Mascoma Wealth Management
New Hampshire
$163K -$18.5K -51 -11%
TFA
2558
Transamerica Financial Advisors
Florida
$162K -$138K -379 -46%
M
2559
MOTCO
Texas
$160K
OA
2560
Operose Advisors
Wisconsin
$158K -$86.1K -237 -35%
GC
2561
Garde Capital
Washington
$158K
KFS
2562
Kelly Financial Services
Massachusetts
$157K -$11.3K -31 -7%
LWP
2563
Lumature Wealth Partners
Georgia
$153K -$1.45K -4 -0.9%
WWP
2564
WR Wealth Planners
Missouri
$152K +$151K +416 +20,800%
PH
2565
Pinnacle Holdings
Oklahoma
$152K +$6.17K +17 +4%
TSW
2566
Thompson Siegel & Walmsley
Virginia
$151K -$1.45K -4 -1%
WWM
2567
Wolff Wiese Magana
California
$151K
EARNEST Partners
2568
EARNEST Partners
Georgia
$150K
MS
2569
Mizuho Securities
Japan
$149K -$498K -1,370 -77%
PCFFS
2570
Pacific Center for Financial Services
California
$147K +$147K +405 New
PO
2571
Private Ocean
California
$146K -$33.4K -92 -19%
AAG
2572
Armstrong Advisory Group
Massachusetts
$145K
OBWP
2573
O'Brien Wealth Partners
Massachusetts
$145K -$2.91K -8 -2%
HDIM
2574
Hanson & Doremus Investment Management
Vermont
$141K
RBC
2575
Roble Belko & Company
Pennsylvania
$139K