We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1751
Chas P. Smith & Associates (CPS)
Florida
$397K -$9.87K -35 -3%
BCAM
1752
Boston Common Asset Management
Massachusetts
$396K -$29.6K -105 -7%
SA
1753
Sicart Associates
New York
$394K – – –
TL
1754
TrueWealth LLC
Georgia
$392K +$2.54K +9 +0.7%
SIAS
1755
Shine Investment Advisory Services
Colorado
$385K -$17.5K -62 -5%
PCIA
1756
Prime Capital Investment Advisors
Kansas
$385K +$49.3K +175 +16%
MC
1757
Matisse Capital
Oregon
$384K – – –
HC
1758
HNP Capital
New York
$384K +$127K +450 +57%
AFAS
1759
Acorn Financial Advisory Services
Virginia
$383K +$362K +1,284 New
TIA
1760
Traphagen Investment Advisors
New Jersey
$380K +$5.64K +20 +2%
BBP
1761
Banco BTG Pactual
Brazil
$379K -$356K -1,263 -50%
CWS
1762
Cypress Wealth Services
California
$378K -$97.6K -346 -21%
FFG
1763
Frisch Financial Group
New York
$378K +$357K +1,266 New
AP
1764
Advisors Preferred
Maryland
$378K +$357K +1,267 New
AWM
1765
Aries Wealth Management
Maine
$377K – – –
GFS
1766
GYL Financial Synergies
Connecticut
$376K – – –
GIP
1767
Greatmark Investment Partners
Georgia
$375K – – –
GAM
1768
Grandview Asset Management
Pennsylvania
$374K -$46K -163 -12%
CISOA
1769
Capital Investment Services of America
Wisconsin
$373K – – –
NEIRG
1770
New England Investment & Retirement Group
Massachusetts
$373K – – –
VA
1771
Valmark Advisers
Ohio
$372K +$30.7K +109 +10%
GDP
1772
Great Diamond Partners
Maine
$372K +$352K +1,248 New
DWM
1773
Dorchester Wealth Management
Quebec, Canada
$369K – – –
SCA
1774
Stonebridge Capital Advisors
Minnesota
$368K -$57K -202 -14%
VRM
1775
Vectors Research Management
New York
$368K +$127K +450 +57%