MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1601
Bailard
California
$1.41M +$204K +507 +17%
SAM
1602
Synergy Asset Management
Washington
$1.41M +$663K +1,651 +86%
VPI
1603
Value Partners Investments
Manitoba, Canada
$1.41M +$89.5K +223 +7%
AL
1604
Aspiriant LLC
California
$1.4M +$50.6K +126 +4%
TSW
1605
Three Seasons Wealth
Utah
$1.39M +$1.41M +3,523 New
CL
1606
Choreo LLC
Illinois
$1.39M +$78.3K +195 +6%
SC
1607
Sierra Capital
Florida
$1.38M -$265K -661 -16%
SFP
1608
Shepherd Financial Partners
Massachusetts
$1.37M +$1.39M +3,473 New
QC
1609
Quent Capital
New York
$1.37M +$97.1K +242 +7%
TCM
1610
Teza Capital Management
Illinois
$1.37M +$1.39M +3,459 New
PWM
1611
Peterson Wealth Management
Nevada
$1.37M +$493K +1,229 +55%
HCM
1612
HMS Capital Management
Tennessee
$1.37M -$83.5K -208 -6%
PCMF
1613
Private Capital Management (Florida)
Florida
$1.36M +$401 +1 +0%
BCA
1614
Bray Capital Advisors
Florida
$1.36M +$93.5K +233 +7%
FNT
1615
First National Trust
Pennsylvania
$1.36M +$136K +339 +11%
LCGC
1616
Legacy Capital Group California
California
$1.35M +$6.82K +17 +0.5%
JDR
1617
Jay D. Rosenbaum
$1.35M -$22.1K -55 -2%
IIM
1618
Intact Investment Management
Quebec, Canada
$1.35M -$281K -700 -17%
AC
1619
AXQ Capital
New Jersey
$1.35M +$1.36M +3,400 New
CIA
1620
Capital Investment Advisors
Georgia
$1.34M +$213K +531 +19%
FFM
1621
Forum Financial Management
Illinois
$1.34M +$53.4K +133 +4%
SAM
1622
Steinberg Asset Management
New York
$1.34M – – –
APWM
1623
Atlas Private Wealth Management
New York
$1.34M +$53K +132 +4%
KP
1624
Keel Point
Alabama
$1.33M +$1.2K +3 +0.1%
WCM
1625
Whitener Capital Management
North Carolina
$1.33M – – –
63 64
65
66 67