MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2001
Physician Wealth Advisors
Utah
$813K -$7.63K -19 -1%
AWM
2002
Aberdeen Wealth Management
Illinois
$810K -$10K -25 -1%
MAM
2003
Madison Asset Management
Wisconsin
$810K +$132K +329 +21%
QWM
2004
Quadcap Wealth Management
Texas
$809K +$762K +1,897 New
SRC
2005
Shufro Rose & Co
New York
$809K – – –
CC
2006
Cadinha & Co
Hawaii
$808K – – –
IA
2007
IFG Advisory
Georgia
$806K +$33.3K +83 +5%
SIA
2008
Strategic Investment Advisors
Michigan
$805K -$81.6K -203 -10%
NRC
2009
New Republic Capital
North Carolina
$804K -$28.1K -70 -4%
PCG
2010
PFC Capital Group
California
$803K +$757K +1,885 New
SC
2011
Solstein Capital
California
$803K – – –
WAAG
2012
Wealth Alliance Advisory Group
Kansas
$799K +$60.7K +151 +9%
JWWM
2013
Johnson & White Wealth Management
Pennsylvania
$799K – – –
SWP
2014
Strategic Wealth Partners
Ohio
$797K +$35K +87 +5%
TIA
2015
Traphagen Investment Advisors
New Jersey
$796K +$41.8K +104 +6%
TFP
2016
Tilia Fiduciary Partners
North Carolina
$795K +$12.9K +32 +2%
RSWM
2017
Robertson Stephens Wealth Management
California
$794K -$283K -705 -27%
MWA
2018
Midland Wealth Advisors
Illinois
$787K +$742K +1,846 New
AIC
2019
Argus Investors Counsel
New York
$787K -$2.81K -7 -0.4%
BAM
2020
Byrne Asset Management
New Jersey
$785K -$50.6K -126 -6%
DJSG
2021
D.J. St. Germain
Massachusetts
$783K +$20.9K +52 +3%
WT
2022
Washington Trust
Rhode Island
$783K – – –
EGA
2023
E&G Advisors
Texas
$782K -$23.7K -59 -3%
RPWA
2024
Regent Peak Wealth Advisors
Georgia
$781K -$1.61K -4 -0.2%
PA
2025
PSI Advisors
Florida
$781K -$59.1K -147 -7%
79 80
81
82 83