We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
1426
Sullivan, Bruyette, Speros & Blaney
Virginia
$370K – – –
AAM
1427
American Asset Management
Florida
$368K -$9.93K -50 -3%
AOWM
1428
Alpha Omega Wealth Management
Virginia
$367K – – –
BFO
1429
Biltmore Family Office
North Carolina
$367K +$49.2K +248 +15%
TPWA
1430
TRUE Private Wealth Advisors
Oregon
$366K -$47.9K -241 -11%
CAW
1431
Cornerstone Advisors (Washington)
Washington
$365K -$18.1K -91 -4%
GP
1432
Geneva Partners
Wisconsin
$363K -$2.21M -11,127 -85%
CIC
1433
Crawford Investment Counsel
Georgia
$363K +$122K +615 +47%
CBB
1434
Citizens Business Bank
California
$362K – – –
FMTC
1435
Farmers & Merchants Trust Company
California
$362K +$380K +1,914 New
BMC
1436
Benin Management Corp
Connecticut
$360K – – –
CCM
1437
Compton Capital Management
Rhode Island
$360K +$19.9K +100 +6%
QCG
1438
Quadrant Capital Group
Ohio
$359K -$7.55K -38 -2%
CCMG
1439
Clark Capital Management Group
Pennsylvania
$359K +$25K +126 +7%
SICM
1440
Sustainable Insight Capital Management
New York
$358K – – –
RWP
1441
RWA Wealth Partners
Massachusetts
$358K +$8.74K +44 +2%
NERM
1442
New England Research & Management
Illinois
$358K +$377K +1,900 New
OAM
1443
Oberweis Asset Management
Illinois
$357K -$5.56K -28 -1%
GWS
1444
Glassman Wealth Services
Virginia
$357K +$1.59K +8 +0.4%
SGK
1445
Steigerwald Gordon & Koch
Virginia
$356K -$22.8K -115 -6%
CIP
1446
Convergence Investment Partners
Florida
$356K +$54K +272 +17%
WA
1447
WESPAC Advisors
California
$354K – – –
AM
1448
Atwater Malick
Pennsylvania
$354K +$373K +1,878 New
NPF
1449
Norris Perne & French
Michigan
$353K +$13.9K +70 +4%
TW
1450
Transform Wealth
Colorado
$351K – – –