We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BMWM
1701
Brown Miller Wealth Management
Virginia
$841K -$12.4K -36 -1%
MAWCM
1702
Mine & Arao Wealth Creation & Management
California
$840K +$1.03K +3 +0.1%
PFBT
1703
Parkside Financial Bank & Trust
Missouri
$831K +$22.7K +66 +3%
KCM
1704
KRS Capital Management
Michigan
$830K – – –
AT
1705
Arden Trust
Delaware
$829K -$113K -329 -11%
VC
1706
Veracity Capital
Georgia
$829K -$15.8K -46 -2%
VT
1707
Vise Technologies
New York
$828K +$142K +411 +19%
RMDI
1708
R.M. Davis Inc
Maine
$827K -$5.86K -17 -0.6%
MPPW
1709
Mitchell & Pahl Private Wealth
Oklahoma
$826K -$62.7K -182 -7%
EM
1710
Excalibur Management
Massachusetts
$824K – – –
SCM
1711
Stevens Capital Management
Pennsylvania
$822K -$1.73M -5,014 -66%
SOS
1712
Silver Oak Securities
Tennessee
$821K -$8.61K -25 -1%
SOAMC
1713
Spirit of America Management Corp
New York
$820K – – –
I
1714
INVST
Indiana
$819K +$8.95K +26 +1%
PFG
1715
PAX Financial Group
Texas
$813K -$171K -497 -16%
SSIM
1716
Sheets Smith Investment Management
Texas
$809K -$650K -1,888 -45%
RIA
1717
Regal Investment Advisors
Michigan
$805K -$1.72K -5 -0.2%
OC
1718
Oakworth Capital
Alabama
$804K -$212K -616 -19%
TSWM
1719
Tyler-Stone Wealth Management
Ohio
$804K -$97.5K -283 -10%
CSIC
1720
Clifford Swan Investment Counsel
California
$804K +$42.7K +124 +5%
JWCA
1721
J.W. Coons Advisors
Ohio
$801K -$46.1K -134 -5%
PWA
1722
Physician Wealth Advisors
Utah
$800K +$102K +296 +15%
WAAG
1723
Wealth Alliance Advisory Group
Kansas
$800K +$115K +334 +15%
NDSI
1724
Newman Dignan & Sheerar Inc
Rhode Island
$798K -$32.7K -95 -4%
SCM
1725
Seascape Capital Management
New Hampshire
$797K +$689 +2 +0.1%
67 68
69
70 71