We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1926
Moseley Investment Management
Florida
$629K
AAM
1927
Augustine Asset Management
Florida
$628K +$363 +1 +0.1%
BFO
1928
Boston Family Office
Massachusetts
$628K
CIC
1929
Crawford Investment Counsel
Georgia
$628K -$8.72K -24 -1%
BWP
1930
Baldwin Wealth Partners
Massachusetts
$627K -$9.81K -27 -2%
EAM
1931
Empirical Asset Management
Massachusetts
$627K +$626K +1,724 New
GWANC
1932
Guardian Wealth Advisors (North Carolina)
North Carolina
$625K -$81K -223 -11%
WCM
1933
WealthBridge Capital Management
Ohio
$623K -$1.45K -4 -0.2%
FCFC
1934
First Commonwealth Financial Corp
Pennsylvania
$621K -$52.3K -144 -8%
PWMG
1935
Provence Wealth Management Group
California
$619K +$168K +462 +37%
AWM
1936
Atticus Wealth Management
Florida
$619K -$70.1K -193 -10%
CFSG
1937
Clark Financial Services Group
Missouri
$618K -$2.91K -8 -0.5%
UC
1938
Unio Capital
New Jersey
$618K
PAM
1939
Paradigm Asset Management
New York
$617K
EP
1940
Eudaimonia Partners
Tennessee
$616K -$43.2K -119 -7%
PPP
1941
Private Portfolio Partners
New Jersey
$616K -$51.6K -142 -8%
CIG
1942
Cascade Investment Group
Colorado
$615K -$18.2K -50 -3%
OPA
1943
Old Port Advisors
Maine
$615K -$16.3K -45 -3%
HPG
1944
Harvest Portfolios Group
Ontario, Canada
$613K -$26.2K -72 -4%
CFO
1945
Callan Family Office
Pennsylvania
$612K +$21.8K +60 +4%
SICM
1946
Sustainable Insight Capital Management
New York
$611K -$916K -2,522 -60%
RFA
1947
Resurgent Financial Advisors
Georgia
$609K -$14.5K -40 -2%
VC
1948
Vicus Capital
Pennsylvania
$609K -$2.91K -8 -0.5%
DOA
1949
D'Orazio & Associates
Virginia
$608K +$36.3K +100 +6%
DI
1950
Diligent Investors
California
$607K