We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
CCC
1926
Chelsea Counsel Company
California
$489K – – –
SWP
1927
Strategic Wealth Partners
Ohio
$489K +$3.64K +10 +0.7%
BFG
1928
Berger Financial Group
Minnesota
$487K -$364 -1 -0.1%
SC
1929
Skylands Capital
Wisconsin
$487K – – –
KCM
1930
Kathmere Capital Management
Pennsylvania
$487K +$57.1K +157 +13%
WCM
1931
Wallace Capital Management
Texas
$487K +$109K +300 +27%
RMAM
1932
Raab & Moskowitz Asset Management
New Jersey
$486K – – –
FNT
1933
First Nebraska Trust
Nebraska
$486K – – –
LBC
1934
Lowe Brockenbrough & Co
Virginia
$485K – – –
NSB
1935
Norway Savings Bank
Maine
$484K – – –
RIL
1936
Rothschild Investment LLC
Illinois
$483K -$1.2M -3,300 -70%
DPI
1937
Diversified Portfolios Inc
Michigan
$483K – – –
PIC
1938
Portland Investment Counsel
Ontario, Canada
$483K – – –
TSWM
1939
Triangle Securities Wealth Management
North Carolina
$480K -$50.5K -139 -9%
FMTCOCP
1940
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$480K – – –
MMPW
1941
Mitchell McLeod Pugh & Williams
Alabama
$480K – – –
ME
1942
McIlrath & Eck
Washington
$478K – – –
DIP
1943
DT Investment Partners
Pennsylvania
$477K +$499K +1,373 New
EL
1944
Essex LLC
Illinois
$477K +$499K +1,373 New
BMC
1945
Beaton Management Company
Massachusetts
$476K – – –
DWA
1946
Delos Wealth Advisors
Texas
$473K +$487K +1,340 +6,700%
CPSAC
1947
Chas P. Smith & Associates (CPS)
Florida
$472K -$32.7K -90 -6%
BC
1948
Bridgefront Capital
Texas
$472K +$494K +1,359 New
VWM
1949
Valley Wealth Managers
New Jersey
$470K -$8.73K -24 -2%
NFSG
1950
Newbridge Financial Services Group
Florida
$469K +$2.54K +7 +0.5%