MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
2826
AIMZ Investment Advisors
California
$372K -$34.5K -60 -8%
AC
2827
AXQ Capital
New Jersey
$371K -$612K -1,065 -62%
WPC
2828
Waters Parkerson & Co
Louisiana
$370K -$57.4K -100 -13%
XC
2829
XY Capital
Hong Kong
$369K +$373K +649 New
IIA
2830
Integral Investment Advisors
California
$368K +$20.1K +35 +6%
OPPS
2831
Obsidian Personal Planning Solutions
Maryland
$368K -$10.3K -18 -3%
SPI
2832
Sutton Place Investors
New York
$367K -$2.3K -4 -0.6%
WCP
2833
Wealthcare Capital Partners
Pennsylvania
$367K +$3.45K +6 +0.9%
AWM
2834
Accel Wealth Management
Iowa
$366K -$9.19K -16 -2%
TS
2835
Tamar Securities
California
$366K -$28.1K -49 -7%
MPI
2836
Mairs & Power Inc
Minnesota
$366K -$241K -420 -39%
UBV
2837
United Bank (Virginia)
Virginia
$366K -$86.1K -150 -19%
BZWA
2838
Blue Zone Wealth Advisors
California
$366K +$87.3K +152 +31%
MW
2839
Members Wealth
Pennsylvania
$365K +$366K +637 New
HPBT
2840
Hickory Point Bank & Trust
Illinois
$365K – – –
CAGAS
2841
Capital Advisory Group Advisory Services
Minnesota
$365K +$4.59K +8 +1%
NC
2842
NewSquare Capital
Pennsylvania
$365K +$84.4K +147 +30%
BM
2843
Berman McAleer
Maryland
$365K +$369K +642 New
WB
2844
West Bancorporation
Iowa
$363K -$1.72K -3 -0.5%
SIC
2845
Sage Investment Counsel
Tennessee
$361K – – –
MSFP
2846
Mark Sheptoff Financial Planning
Connecticut
$361K – – –
MWP
2847
Meridian Wealth Partners
Pennsylvania
$360K -$21.2K -37 -6%
CA
2848
Calton & Associates
Florida
$359K +$88.4K +154 +32%
WIC
2849
WealthBridge Investment Counsel
Alberta, Canada
$359K – – –
HDIM
2850
Hanson & Doremus Investment Management
Vermont
$359K +$2.3K +4 +0.6%