We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
1676
Lumina Fund Management
New York
$913K – – –
CFA
1677
Carroll Financial Associates
North Carolina
$913K +$30.1K +81 +3%
OC
1678
Oakworth Capital
Alabama
$912K -$139K -373 -13%
IIM
1679
Ipswich Investment Management
Massachusetts
$912K -$9.29K -25 -1%
MPI
1680
Mairs & Power Inc
Minnesota
$907K -$11.2K -30 -1%
NDSI
1681
Newman Dignan & Sheerar Inc
Rhode Island
$906K -$1.49K -4 -0.2%
HHGA
1682
Halbert Hargrove Global Advisors
California
$905K +$219K +589 +31%
GCIG
1683
Grand Central Investment Group
Florida
$903K – – –
RCM
1684
Regency Capital Management
Hawaii
$903K +$400K +1,077 +77%
TWM
1685
Tradition Wealth Management
Minnesota
$903K +$565K +1,519 +159%
CCM
1686
Cribstone Capital Management
Maine
$902K +$29.7K +80 +3%
BP
1687
BBR Partners
New York
$901K -$34.9K -94 -4%
GWS
1688
Glassman Wealth Services
Virginia
$900K -$30.9K -83 -3%
CIA
1689
Capital Investment Advisors
Georgia
$900K +$131K +351 +17%
BWA
1690
Beam Wealth Advisors
Louisiana
$895K +$38.7K +104 +4%
LF
1691
Lee Financial
Texas
$894K – – –
RMDI
1692
R.M. Davis Inc
Maine
$893K -$37.9K -102 -4%
CSIC
1693
Clifford Swan Investment Counsel
California
$892K +$372 +1 +0%
MGAM
1694
McGowan Group Asset Management
Texas
$890K +$5.58K +15 +0.6%
PCAP
1695
Pratt Collard Advisory Partners
New York
$888K – – –
AIP
1696
Almanack Investment Partners
Pennsylvania
$886K -$74K -199 -8%
NC
1697
NinePointTwo Capital
California
$886K – – –
AWM
1698
Atticus Wealth Management
Florida
$885K -$49.1K -132 -5%
LIA
1699
LBMC Investment Advisors
Tennessee
$885K +$72.1K +194 +9%
CPO
1700
Cerity Partners OCIO
New York
$884K +$86.3K +232 +11%
66 67
68
69 70