We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1576
Lagoda Investment Management
New York
$228K – – –
MOS
1577
MGO One Seven
Ohio
$227K -$99.7K -502 -29%
FPCP
1578
Fort Point Capital Partners
California
$227K -$23.8K -120 -9%
CISOA
1579
Capital Investment Services of America
Wisconsin
$226K – – –
MBTD
1580
Mechanics Bank - Trust Department
California
$226K – – –
ACM
1581
Advisors Capital Management
New Jersey
$225K -$15.5K -78 -6%
CFA
1582
Clarfeld Financial Advisors
New York
$225K +$236K +1,189 New
GJCM
1583
Grand Jean Capital Management
California
$224K – – –
UBV
1584
United Bank (Virginia)
Virginia
$224K – – –
RM
1585
Resource Management
Louisiana
$224K +$13.3K +67 +6%
WP
1586
WealthSource Partners
California
$223K -$34.6K -174 -13%
MVA
1587
Mount Vernon Associates
Maryland
$220K -$6.35K -32 -3%
11A
1588
10-15 Associates
New York
$220K – – –
SPIO
1589
Seven Post Investment Office
California
$220K – – –
HWA
1590
HCR Wealth Advisors
California
$220K +$9.93K +50 +4%
GAM
1591
Grandview Asset Management
Pennsylvania
$219K +$231K +1,161 New
FI
1592
FormulaFolio Investments
Michigan
$218K – – –
CA
1593
Cornerstone Advisory
Maryland
$217K – – –
MHS
1594
M Holdings Securities
Oregon
$216K -$35.1K -177 -13%
MTC
1595
McDaniel Terry & Co
Texas
$216K – – –
KTC
1596
Kistler-Tiffany Companies
Pennsylvania
$215K – – –
CSIC
1597
Clifford Swan Investment Counsel
California
$213K +$993 +5 +0.4%
HA
1598
Hamel Associates
New Jersey
$211K -$39.7K -200 -15%
BRWM
1599
B. Riley Wealth Management
Tennessee
$210K +$36.1K +182 +20%
FGC
1600
Financial Gravity Companies
Texas
$210K +$195K +980 New
62 63
64
65 66