We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1851
Waterloo Capital
Texas
$1.52M +$256K +445 +20%
LAM
1852
Lifestyle Asset Management
Texas
$1.52M +$227K +396 +17%
IP
1853
Intellectus Partners
California
$1.52M – – –
HFM
1854
Hartford Funds Management
Pennsylvania
$1.51M -$79.8K -139 -5%
LGA
1855
Lebenthal Global Advisors
New York
$1.51M +$226K +393 +17%
BWM
1856
BNC Wealth Management
Oregon
$1.51M -$16.1K -28 -1%
NGA
1857
Naples Global Advisors
Florida
$1.5M +$221K +385 +17%
NP
1858
Nilsine Partners
Colorado
$1.5M +$184K +321 +14%
NAS
1859
NWF Advisory Services
California
$1.5M +$49.4K +86 +3%
CFSG
1860
Clark Financial Services Group
Missouri
$1.49M +$117K +204 +8%
MMC
1861
Mizuho Markets Cayman
Cayman Islands
$1.49M +$1.51M +2,627 New
BWP
1862
BSW Wealth Partners
Colorado
$1.49M +$93K +162 +7%
PWMG
1863
Prestige Wealth Management Group
New Jersey
$1.49M +$9.19K +16 +0.6%
PCM
1864
Pointe Capital Management
Michigan
$1.48M – – –
IGGA
1865
Iron Gate Global Advisors
Utah
$1.48M -$163K -284 -10%
PSP
1866
Principal Street Partners
Tennessee
$1.48M -$1.18M -2,057 -44%
JJBC
1867
James J. Burns & Company
New York
$1.47M – – –
SOS
1868
Silver Oak Securities
Tennessee
$1.47M +$400K +697 +37%
OFS
1869
OneAscent Financial Services
Alabama
$1.47M -$63.2K -110 -4%
CM
1870
Capula Management
Cayman Islands
$1.47M +$1.3M +2,267 +715%
BAM
1871
Beaumont Asset Management
Texas
$1.47M -$23.5K -41 -2%
CM
1872
Cercano Management
Washington
$1.46M – – –
NP
1873
Ninepoint Partners
Ontario, Canada
$1.46M +$681K +1,185 +85%
MA
1874
MJP Associates
Connecticut
$1.46M +$78.1K +136 +6%
GF
1875
Gries Financial
Ohio
$1.46M +$13.8K +24 +0.9%
73 74
75
76 77