We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MC
1951
Matisse Capital
Oregon
$472K
SCM
1952
Schnieders Capital Management
California
$472K +$9.65K +29 +2%
PCIA
1953
Prime Capital Investment Advisors
Kansas
$470K -$993K -2,984 -69%
ACP
1954
Arcus Capital Partners
Georgia
$468K +$436K +1,312 New
AWM
1955
Absher Wealth Management
North Carolina
$466K +$20.3K +61 +5%
AWAP
1956
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$466K +$434K +1,305 New
NB
1957
Northwest Bancshares
Pennsylvania
$462K
PFO
1958
Pathstone Family Office
New Jersey
$462K +$352K +1,057 +442%
TIA
1959
Traphagen Investment Advisors
New Jersey
$460K -$5.99K -18 -1%
DWM
1960
Dorchester Wealth Management
Quebec, Canada
$453K
HC
1961
Hamilton Capital
Ohio
$452K
LAM
1962
LifePro Asset Management
California
$452K +$421K +1,265 New
AFP
1963
Ausdal Financial Partners
Iowa
$449K -$34.6K -104 -8%
WT
1964
Washington Trust
Rhode Island
$448K
KCM
1965
Kathmere Capital Management
Pennsylvania
$447K +$2.66K +8 +0.6%
SAM
1966
Summit Asset Management
Tennessee
$447K +$103K +310 +33%
RCA
1967
Ranch Capital Advisors
Florida
$446K -$14.3K -43 -3%
MIM
1968
Moseley Investment Management
Florida
$442K -$100K -302 -20%
LF
1969
LifeSteps Financial
California
$442K +$33.9K +102 +9%
PWAG
1970
Polaris Wealth Advisory Group
California
$441K -$15.3M -45,995 -97%
SI
1971
Scharf Investments
California
$439K +$136K +408 +50%
SPIO
1972
Seven Post Investment Office
California
$437K +$20K +60 +5%
EWM
1973
Evermay Wealth Management
Virginia
$436K
KFGK
1974
Keystone Financial Group (Kentucky)
Kentucky
$436K +$3.66K +11 +0.9%
WAP
1975
Wealthcare Advisory Partners
Pennsylvania
$436K +$143K +430 +54%