We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1676
Weatherly Asset Management
California
$648K – – –
DA
1677
DSC Advisors
Illinois
$643K +$93K +330 +18%
ECA
1678
Endeavour Capital Advisors
Connecticut
$642K -$919K -3,260 -60%
OWA
1679
Outlook Wealth Advisors
Texas
$642K +$20.9K +74 +4%
PL
1680
Plancorp LLC
Missouri
$641K +$10.1K +36 +2%
CT
1681
Cambridge Trust
Massachusetts
$641K +$25.9K +92 +5%
CSWG
1682
Cardinal Strategic Wealth Guidance
Kentucky
$639K -$33.5K -119 -5%
FMTC
1683
Farmers & Merchants Trust Company
California
$636K -$11.3K -40 -2%
CHAM
1684
Clear Harbor Asset Management
Connecticut
$636K +$606K +2,150 New
HCP
1685
Holt Capital Partners
Texas
$634K +$12.1K +43 +2%
CC
1686
Centiva Capital
New York
$633K -$4.55M -16,148 -88%
CIA
1687
Capital Investment Advisors
Georgia
$633K +$19.2K +68 +3%
CIC
1688
Crawford Investment Counsel
Georgia
$630K -$5.64K -20 -0.9%
CPA
1689
Court Place Advisors
Maryland
$629K – – –
LWM
1690
Lionsbridge Wealth Management
Florida
$628K +$52.7K +187 +10%
RIM
1691
Redwood Investment Management
Arizona
$628K +$599K +2,125 New
RCG
1692
Rock Creek Group
District of Columbia
$626K +$597K +2,116 New
KCM
1693
Kathmere Capital Management
Pennsylvania
$624K +$595K +2,110 New
GFPC
1694
Global Financial Private Client
Florida
$623K -$11.3K -40 -2%
I
1695
INVST
Indiana
$622K +$35.2K +125 +6%
BIM
1696
Baldwin Investment Management
Pennsylvania
$621K – – –
AIS
1697
American Investment Services
Massachusetts
$621K +$846 +3 +0.1%
CB
1698
Cadence Bank
Mississippi
$613K +$342K +1,214 +141%
PAS
1699
Partnervest Advisory Services
California
$612K +$36.4K +129 +7%
NQWM
1700
Northwest Quadrant Wealth Management
Oregon
$610K +$846 +3 +0.1%
66 67
68
69 70