We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
751
Stratos Wealth Partners
Ohio
$8.75M +$161K +444 +2%
VC
752
Vestor Capital
Illinois
$8.73M -$7.18M -19,734 -44%
KOCAA
753
Knights of Columbus Asset Advisors
Connecticut
$8.72M +$68.4K +188 +0.8%
CT
754
Caldwell Trust
Florida
$8.72M +$70.9K +195 +0.8%
PP
755
Professional Planning
California
$8.71M -$468K -1,286 -5%
TPCW
756
TD Private Client Wealth
New York
$8.71M -$123K -339 -1%
SRAM
757
Spouting Rock Asset Management
Pennsylvania
$8.67M -$812K -2,234 -8%
RWM
758
RKL Wealth Management
Pennsylvania
$8.66M -$109K -299 -1%
AWM
759
Avitas Wealth Management
California
$8.61M +$2M +5,510 +29%
GI
760
GAMCO Investors
Connecticut
$8.6M -$1.16M -3,177 -11%
IRF
761
IBM Retirement Fund
New York
$8.59M +$17.8K +49 +0.2%
OPS
762
Orion Portfolio Solutions
Nebraska
$8.58M +$1.26M +3,460 +16%
SAM
763
Security Asset Management
New York
$8.49M -$11.3K -31 -0.1%
AHC
764
Adell Harriman & Carpenter
Texas
$8.49M +$93.5K +257 +1%
EVM
765
Evelyn V. Moreno
$8.46M -$43.3K -119 -0.5%
PA
766
Pinnacle Associates
New York
$8.37M +$260K +714 +3%
TCM
767
Telos Capital Management
California
$8.35M – – –
MCM
768
MKP Capital Management
New York
$8.34M +$8.73M +24,000 New
ECM
769
Everence Capital Management
Indiana
$8.31M – – –
BFIC
770
Bedell Frazier Investment Counselling
California
$8.31M +$177K +487 +2%
BCM
771
Brasada Capital Management
Texas
$8.31M +$46.2K +127 +0.5%
LWANC
772
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.26M -$266K -731 -3%
GI
773
Gradient Investments
Minnesota
$8.26M +$2.78M +7,632 +47%
CIM
774
Chapman Investment Management
California
$8.22M +$677K +1,863 +9%
SW
775
SVB Wealth
Massachusetts
$8.17M +$451K +1,239 +6%
29 30
31
32 33