MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1451
KCM Investment Advisors
California
$1.53M +$45.4K +138 +3%
LA
1452
LVW Advisors
New York
$1.53M -$15.8K -48 -1%
KLI
1453
Kelman-Lazarov Inc
Tennessee
$1.53M -$13.8K -42 -0.9%
PP
1454
Patron Partners
Texas
$1.53M -$15.1K -46 -1%
DAS
1455
Dynamic Advisor Solutions
Arizona
$1.53M +$68.1K +207 +5%
PWM
1456
Perigon Wealth Management
California
$1.52M +$598K +1,818 +71%
AIP
1457
Alapocas Investment Partners
Massachusetts
$1.52M -$5.27K -16 -0.4%
CAMG
1458
CWA Asset Management Group
Florida
$1.52M +$249K +755 +21%
MIA
1459
MainStreet Investment Advisors
Illinois
$1.51M -$126K -384 -8%
BC
1460
Burney Company
Virginia
$1.51M -$1.06M -3,229 -43%
DWM
1461
Drive Wealth Management
Utah
$1.5M +$179K +544 +14%
DCM
1462
Donaldson Capital Management
Indiana
$1.5M -$105K -319 -7%
IFS
1463
Intelligent Financial Strategies
Minnesota
$1.49M -$69.5K -211 -5%
BCM
1464
Barden Capital Management
Texas
$1.49M +$145K +442 +11%
CW
1465
CIC Wealth
Maryland
$1.49M +$1.41M +4,277 New
AWM
1466
Axxcess Wealth Management
California
$1.49M -$226K -688 -14%
BCM
1467
Bienville Capital Management
New York
$1.48M – – –
FFN
1468
Focus Financial Network
Minnesota
$1.47M +$14.2K +43 +1%
CST
1469
Charles Schwab Trust
Nevada
$1.47M – – –
BIP
1470
Blueprint Investment Partners
North Carolina
$1.47M +$1.39M +4,222 New
EFS
1471
Essex Financial Services
Connecticut
$1.47M -$113K -342 -8%
SICM
1472
Sustainable Insight Capital Management
New York
$1.46M +$452K +1,372 +48%
WPC
1473
Wedmont Private Capital
Pennsylvania
$1.45M +$489K +1,486 +60%
AMCA
1474
Arthur M. Cohen & Associates
Illinois
$1.45M -$42.8K -130 -3%
SFPG
1475
Stonebridge Financial Planning Group
Florida
$1.45M – – –
57 58
59
60 61