We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
1101
Woodley Farra Manion Portfolio Management
Indiana
$237K +$238K +2,430 New
AWMF
1102
Arbor Wealth Management (Florida)
Florida
$235K +$279K +2,850 New
WG
1103
Welch Group
Alabama
$231K – – –
FANJ
1104
Financial Architects (New Jersey)
New Jersey
$230K +$4.9K +50 +2%
EHC
1105
Everett Harris & Co
California
$227K – – –
TC
1106
TradeLink Capital
Illinois
$227K +$230K +2,344 New
B
1107
Brightworth
Georgia
$222K +$223K +2,281 New
EAM
1108
Evanson Asset Management
California
$221K +$4.6K +47 +2%
TSWM
1109
Triangle Securities Wealth Management
North Carolina
$221K +$222K +2,265 New
VCM
1110
Versant Capital Management
Arizona
$220K +$222K +2,268 New
WRM
1111
Westport Resources Management
Connecticut
$219K +$29.4K +300 +15%
DBT
1112
Dubuque Bank & Trust
Iowa
$218K +$103K +1,056 +89%
IR
1113
Invictus RG
Bermuda
$216K +$217K +2,218 New
HCM
1114
Highbridge Capital Management
New York
$212K +$213K +2,180 New
GWM
1115
Gupta Wealth Management
California
$211K -$587 -6 -0.3%
BFG
1116
Bouchey Financial Group
New York
$210K – – –
CPA
1117
Court Place Advisors
Maryland
$207K +$208K +2,127 New
WF
1118
Welch & Forbes
Massachusetts
$204K +$206K +2,099 New
SAMT
1119
Select Asset Management & Trust
Pennsylvania
$204K +$206K +2,100 New
DDC
1120
Daniel Devine & Co
Florida
$201K +$202K +2,065 New
SC
1121
Skylands Capital
Wisconsin
$200K – – –
AFP
1122
Ausdal Financial Partners
Iowa
$193K +$194K +1,986 New
FHA
1123
First Horizon Advisors
Tennessee
$184K -$20.8K -212 -10%
EDRE
1124
Edmond de Rothschild (Europe)
Luxembourg
$182K – – –
FIB
1125
First Interstate Bank
Montana
$177K -$381K -3,890 -68%
43 44
45
46 47