We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
1776
Newman Dignan & Sheerar Inc
Rhode Island
$987K +$5.22K +13 +0.5%
HFS
1777
Howard Financial Services
Texas
$987K +$144K +359 +17%
EL
1778
Essex LLC
Illinois
$985K +$447K +1,113 +81%
LF
1779
Lee Financial
Texas
$983K +$4.42K +11 +0.4%
ZIG
1780
Zuckerman Investment Group
Illinois
$982K +$49.4K +123 +5%
JJBC
1781
James J. Burns & Company
New York
$982K -$20.1K -50 -2%
MS
1782
Maven Securities
Jersey
$979K -$1.01M -2,512 -50%
PFA
1783
Professional Financial Advisors
Nebraska
$979K -$11.6K -29 -1%
RGF
1784
Retirement Guys Formula
Ohio
$971K +$219K +546 +29%
KA
1785
KLCM Advisors
Wisconsin
$969K +$285K +709 +41%
CSIC
1786
Clifford Swan Investment Counsel
California
$969K -$29.7K -74 -3%
PCM
1787
Pointe Capital Management
Michigan
$968K – – –
PC
1788
Permit Capital
Pennsylvania
$964K – – –
LAM
1789
L2 Asset Management
Massachusetts
$962K -$859K -2,139 -98%
NC
1790
NinePointTwo Capital
California
$961K – – –
HIP
1791
HUB Investment Partners
Texas
$958K +$123K +306 +14%
TFM
1792
TFC Financial Management
Massachusetts
$958K +$6.82K +17 +0.7%
SCM
1793
Seascape Capital Management
New Hampshire
$956K -$8.83K -22 -0.9%
9WM
1794
9258 Wealth Management
Ohio
$954K +$8.43K +21 +0.9%
LAI
1795
Legal Advantage Investments
California
$950K – – –
SOAMC
1796
Spirit of America Management Corp
New York
$950K – – –
WAG
1797
Winthrop Advisory Group
Massachusetts
$946K – – –
PTC
1798
Provident Trust Company
Wisconsin
$942K – – –
CPA
1799
Capital Planning Advisors
California
$941K -$8.03K -20 -0.8%
FAFN
1800
First Affirmative Financial Network
Colorado
$939K +$89.5K +223 +10%