We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1651
American Investment Services
Massachusetts
$507K -$60.4K -203 -9%
HCP
1652
Holt Capital Partners
Texas
$507K – – –
BIM
1653
Baldwin Investment Management
Pennsylvania
$507K +$11.9K +40 +2%
OWA
1654
Outlook Wealth Advisors
Texas
$506K +$194K +651 +45%
MSAM
1655
Moloney Securities Asset Management
Missouri
$504K +$13.4K +45 +2%
CPIG
1656
Chicago Partners Investment Group
Illinois
$504K +$96K +323 +20%
DJSG
1657
D.J. St. Germain
Massachusetts
$503K -$1.49K -5 -0.2%
XM
1658
XTX Markets
New York
$502K +$618K +2,080 New
CIA
1659
Capital Investment Advisors
Georgia
$501K -$11.3K -38 -2%
TCA
1660
Transcend Capital Advisors
New Jersey
$500K +$615K +2,070 New
SIA
1661
Strategic Investment Advisors
Michigan
$498K +$97.5K +328 +19%
SGI
1662
Summit Global Investments
Utah
$496K -$144K -483 -19%
BWP
1663
Baldwin Wealth Partners
Massachusetts
$494K +$59.5K +200 +11%
AWM
1664
Alterna Wealth Management
Texas
$494K +$90.4K +304 +17%
EWM
1665
Empirical Wealth Management
Washington
$494K +$293K +987 +93%
BP
1666
BBR Partners
New York
$493K -$598K -2,010 -50%
HWM
1667
Howard Wealth Management
Connecticut
$491K +$15.5K +52 +3%
SM
1668
Sciencast Management
New Jersey
$487K +$617K +2,075 New
ICM
1669
IMS Capital Management
Oregon
$485K -$565K -1,900 -49%
WP
1670
WealthSource Partners
California
$483K +$62.1K +209 +12%
PA
1671
PFG Advisors
Arizona
$483K +$91.3K +307 +19%
GFPC
1672
Global Financial Private Client
Florida
$482K +$70.8K +238 +13%
SIM
1673
Sadoff Investment Management
Wisconsin
$480K – – –
RWM
1674
Ritholtz Wealth Management
New York
$480K +$68.7K +231 +13%
CW
1675
CreativeOne Wealth
Kansas
$480K +$175K +587 +42%
65 66
67
68 69