MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MG
1651
Mather Group
Illinois
$955K +$527K +1,511 +129%
Verition Fund Management
1652
Verition Fund Management
Connecticut
$947K -$27.2K -78 -3%
VC
1653
Veracity Capital
Georgia
$947K +$9.77K +28 +1%
EFS
1654
Essex Financial Services
Connecticut
$943K -$3.14K -9 -0.3%
MWM
1655
Minot Wealth Management
Massachusetts
$943K +$174K +499 +23%
F
1656
F3Logic
Minnesota
$942K -$349 -1 -0%
MAWCM
1657
Mine & Arao Wealth Creation & Management
California
$942K +$1.05K +3 +0.1%
DCM
1658
Donaldson Capital Management
Indiana
$941K +$63.9K +183 +7%
MFG
1659
MidWestOne Financial Group
Iowa
$939K +$127K +365 +16%
AIP
1660
Almanack Investment Partners
Pennsylvania
$934K +$49.9K +143 +6%
JF
1661
Jump Financial
Illinois
$934K +$915K +2,623 New
TCM
1662
Tributary Capital Management
Nebraska
$933K -$17.4K -50 -2%
TCA
1663
Transcend Capital Advisors
New Jersey
$932K -$46.1K -132 -5%
LWAC
1664
Laurel Wealth Advisors (California)
California
$926K -$24.8K -71 -3%
PFA
1665
Professional Financial Advisors
Nebraska
$921K -$259K -743 -22%
BCM
1666
Bluefin Capital Management
New York
$921K -$178K -510 -16%
BHTS
1667
Bar Harbor Trust Services
Maine
$921K +$120K +345 +15%
S
1668
swisspartners
Liechtenstein
$919K +$30.4K +87 +3%
ZB
1669
Zions Bancorporation
Utah
$916K -$135K -387 -13%
RWP
1670
RWA Wealth Partners
Massachusetts
$916K -$25.8K -74 -3%
WAM
1671
Weatherly Asset Management
California
$915K +$34.9K +100 +4%
BP
1672
BBR Partners
New York
$912K -$584K -1,674 -40%
AWM
1673
Atticus Wealth Management
Florida
$910K -$109K -311 -11%
HWMA
1674
Heritage Wealth Management (Arizona)
Arizona
$910K +$891K +2,555 New
RA
1675
RFG Advisory
Alabama
$908K -$165K -473 -16%