We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
2551
Goodman Advisory Group
Massachusetts
$387K – – –
HG
2552
Harbor Group
New Hampshire
$386K -$465 -1 -0.1%
VCM
2553
Vivaldi Capital Management
Illinois
$385K +$15.8K +34 +5%
PCS
2554
Private Client Services
Kentucky
$385K +$2.33K +5 +0.6%
LRIA
2555
Leonard Rickey Investment Advisors
Washington
$383K +$5.12K +11 +1%
AFM
2556
Armstrong Fleming & Moore
District of Columbia
$383K – – –
MCM
2557
Morton Capital Management
California
$383K +$91.6K +197 +34%
TCM
2558
Teza Capital Management
Illinois
$383K -$807K -1,736 -69%
AWA
2559
Aletheian Wealth Advisors
Washington
$383K +$5.12K +11 +1%
OAM
2560
Oberweis Asset Management
Illinois
$383K – – –
ONSWM
2561
Old North State Wealth Management
North Carolina
$383K +$19.1K +41 +6%
LA
2562
Lakeside Advisors
Washington
$383K – – –
D
2563
Diversified
Delaware
$382K +$27.9K +60 +8%
DE
2564
Diversified Enterprises
Delaware
$382K +$359K +773 New
JWA
2565
JFS Wealth Advisors
Pennsylvania
$381K +$11.2K +24 +3%
MCA
2566
Millennium Capital Advisors
Arkansas
$381K +$465 +1 +0.1%
RTC
2567
Riverview Trust Company
Washington
$380K +$6.51K +14 +2%
PCMC
2568
Planning Capital Management Corporation
Pennsylvania
$380K -$41.4K -89 -10%
ICMM
2569
Integrated Capital Management (Michigan)
Michigan
$380K +$358K +770 New
MWP
2570
Meridian Wealth Partners
Pennsylvania
$380K -$45.6K -98 -11%
MAM
2571
Milestone Asset Management
Pennsylvania
$380K +$17.7K +38 +5%
PWM
2572
PBMares Wealth Management
Virginia
$380K -$20.9K -45 -6%
NCM
2573
Noesis Capital Mangement
Florida
$380K +$84.2K +181 +31%
WCFA
2574
Walkner Condon Financial Advisors
Wisconsin
$379K +$15.3K +33 +4%
CWM
2575
Cherrydale Wealth Management
New Jersey
$378K -$16.3K -35 -4%
101 102
103
104 105