We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1701
Cadinha & Co
Hawaii
$965K -$539K -1,560 -37%
NF
1702
Nikulski Financial
Iowa
$963K +$24.2K +70 +3%
SHFA
1703
SC&H Financial Advisors
Maryland
$960K +$924K +2,671 New
RWP
1704
RWA Wealth Partners
Massachusetts
$958K +$25.2K +73 +3%
ICM
1705
Intrepid Capital Management
Florida
$957K – – –
MAWCM
1706
Mine & Arao Wealth Creation & Management
California
$954K +$1.04K +3 +0.1%
SDWMA
1707
Schneider Downs Wealth Management Advisors
Pennsylvania
$952K -$42.2K -122 -4%
WAM
1708
Weatherly Asset Management
California
$952K – – –
EM
1709
Excalibur Management
Massachusetts
$951K +$47K +136 +5%
VC
1710
Veracity Capital
Georgia
$946K -$6.57K -19 -0.7%
KCM
1711
KRS Capital Management
Michigan
$946K +$911K +2,633 New
HPWM
1712
Highland Private Wealth Management
Washington
$944K +$34.6K +100 +4%
NDSI
1713
Newman Dignan & Sheerar Inc
Rhode Island
$942K +$30.8K +89 +4%
LWAM
1714
Legacy Wealth Asset Management
Minnesota
$942K +$80.2K +232 +10%
WKSWA
1715
White Knight Strategic Wealth Advisors
New Jersey
$937K +$902K +2,609 New
AWP
1716
Accretive Wealth Partners
New Jersey
$931K +$170K +493 +23%
CA
1717
Commerzbank Aktiengesellschaft
Germany
$930K -$1.31M -3,800 -59%
EI
1718
Ellevest Inc
New York
$927K -$16.9K -49 -2%
RIA
1719
Regal Investment Advisors
Michigan
$927K +$18.3K +53 +2%
OFS
1720
Orrstown Financial Services
Pennsylvania
$926K -$113K -328 -12%
TCM
1721
Tributary Capital Management
Nebraska
$920K -$41.5K -120 -4%
LWM
1722
Loveless Wealth Management
Montana
$915K +$12.8K +37 +1%
FC
1723
Financial Consulate
Maryland
$913K +$57.4K +166 +7%
LIM
1724
Lagoda Investment Management
New York
$912K +$25.9K +75 +3%
AIA
1725
Angeles Investment Advisors
California
$912K +$145K +419 +20%
67 68
69
70 71