We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
901
Valeo Financial Advisors
Indiana
$6.07M +$224K +649 +4%
MS
902
Marshall & Sullivan
Washington
$6.06M +$49.1K +142 +0.8%
CAM
903
Carret Asset Management
New York
$6.05M -$55.3K -160 -0.9%
JWM
904
Jupiter Wealth Management
Colorado
$6.01M -$325K -940 -5%
LOPW
905
Live Oak Private Wealth
North Carolina
$6.01M +$51.9K +150 +0.9%
ACA
906
Aptus Capital Advisors
Alabama
$5.94M -$2.33M -6,750 -29%
EI
907
Ethic Inc
New York
$5.91M -$746K -2,157 -12%
PGIM
908
Pacific Global Investment Management
California
$5.91M +$176K +508 +3%
RJT
909
Raymond James Trust
Florida
$5.87M -$224K -649 -4%
OFA
910
Oak Family Advisors
Illinois
$5.74M +$4.88M +14,118 +762%
GAM
911
Gemmer Asset Management
California
$5.74M -$1.5M -4,337 -21%
PIP
912
Peachtree Investment Partners
Florida
$5.7M -$7.58M -21,922 -58%
PCM
913
Poehling Capital Management
Wisconsin
$5.69M -$24.6K -71 -0.4%
P
914
Pitcairn
Pennsylvania
$5.68M -$1.25M -3,621 -19%
LJHT
915
Laurie J. Hall Trustee
$5.68M -$1.73K -5 -0%
CCM
916
Condor Capital Management
New Jersey
$5.63M -$260K -751 -5%
ACM
917
Ayrshire Capital Management
Connecticut
$5.62M +$41.2K +119 +0.8%
GL
918
Graypoint LLC
New York
$5.62M +$908K +2,626 +20%
RC
919
RDST Capital
Washington
$5.59M +$5.38M +15,550 New
FI
920
Fosun International
China
$5.58M +$1.14M +3,300 +27%
CS
921
Cannell & Spears
New York
$5.57M +$160K +462 +3%
HLCM
922
Hickory Lane Capital Management
New York
$5.57M +$1.21M +3,500 +29%
PCM
923
Parsons Capital Management
Rhode Island
$5.56M -$554K -1,601 -9%
HBT
924
Hills Bank & Trust
Iowa
$5.56M +$111K +321 +2%
CCM
925
Conway Capital Management
California
$5.55M -$252K -730 -5%