We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1926
Berkshire Asset Management
Pennsylvania
$231K +$284K +955 New
GWCM
1927
Godshalk Welsh Capital Management
Pennsylvania
$229K – – –
SFS
1928
Strategic Financial Services
New York
$229K – – –
NF
1929
Nikulski Financial
Iowa
$229K +$282K +950 New
SIM
1930
Sonora Investment Management
Arizona
$227K – – –
BPB
1931
Badgley, Phelps & Bell
Washington
$226K +$13.7K +46 +5%
MIM
1932
Marco Investment Management
Georgia
$226K +$24.4K +82 +10%
NP
1933
NorthRock Partners
Minnesota
$225K -$466K -1,567 -63%
CCB
1934
Cutter & Co Brokerage
Missouri
$225K -$10.7K -36 -4%
NSB
1935
Norway Savings Bank
Maine
$224K +$125K +420 +83%
MW
1936
Marcum Wealth
Ohio
$221K -$5.65K -19 -2%
CCM
1937
Cadence Capital Management
Massachusetts
$220K -$15.8K -53 -6%
SSW
1938
Smith Shellnut Wilson
Mississippi
$219K – – –
WB
1939
West Bancorporation
Iowa
$219K +$595 +2 +0.2%
CCFM
1940
Clear Creek Financial Management
Washington
$218K -$3.27K -11 -1%
PAM
1941
Paradigm Asset Management
New York
$217K – – –
LD
1942
Lipe & Dalton
New York
$217K – – –
BWM
1943
Baystate Wealth Management
Massachusetts
$217K +$44.6K +150 +20%
PO
1944
Private Ocean
California
$217K +$81.8K +275 +44%
HIS
1945
Harvest Investment Services
Illinois
$216K -$422K -1,420 -61%
CG
1946
Corundum Group
Colorado
$216K +$57.1K +192 +27%
SWA
1947
Stratos Wealth Advisors
Ohio
$216K +$266K +894 New
HA
1948
Hamel Associates
New Jersey
$215K -$47.6K -160 -15%
BBA
1949
Braun-Bostich & Associates
Pennsylvania
$215K – – –
SRC
1950
Sage Rhino Capital
California
$214K +$1.49K +5 +0.6%
76 77
78
79 80