We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2026
Trust Company
Kansas
$588K -$836K -2,228 -60%
PSCM
2027
Per Stirling Capital Management
Texas
$585K +$6.75K +18 +1%
LP
2028
LGL Partners
Pennsylvania
$585K – – –
WA
2029
Wealth Architects
California
$584K -$18K -48 -3%
CPSAC
2030
Chas P. Smith & Associates (CPS)
Florida
$583K +$13.1K +35 +2%
ETIA
2031
Epic Trust Investment Advisors
Washington
$582K -$109K -290 -16%
AFPL
2032
Advus Financial Partners, LLC
Florida
$580K +$1.5K +4 +0.3%
HPG
2033
Harvest Portfolios Group
Ontario, Canada
$579K -$79.9K -213 -13%
JSL
2034
JT Stratford LLC
Georgia
$579K -$9.38K -25 -2%
FM
2035
Foster & Motley
Ohio
$577K -$22.5K -60 -4%
PWP
2036
Pursue Wealth Partners
California
$576K – – –
WCM
2037
Wedge Capital Management
North Carolina
$575K -$24K -64 -4%
MCM
2038
MV Capital Management
Maryland
$573K +$4.88K +13 +0.9%
EFG
2039
Ethos Financial Group
Pennsylvania
$573K – – –
HI
2040
Harbour Investments
Wisconsin
$572K +$75.4K +201 +16%
IF
2041
Intrua Financial
Texas
$571K -$44.3K -118 -8%
DDPIC
2042
Deroy & Devereaux Private Investment Counsel
Michigan
$567K +$541K +1,441 New
GWS
2043
Glassman Wealth Services
Virginia
$564K +$4.13K +11 +0.8%
RMAM
2044
Raab & Moskowitz Asset Management
New Jersey
$564K +$32.3K +86 +6%
MFG
2045
Magnus Financial Group
New York
$562K +$39.4K +105 +8%
AWA
2046
Amplius Wealth Advisors
Pennsylvania
$557K -$3.75K -10 -0.7%
AR
2047
Advisory Research
Illinois
$555K +$529K +1,411 New
NJBEST
2048
New Jersey Better Educational Savings Trust
New Jersey
$554K – – –
SDWIA
2049
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$554K – – –
ONGA
2050
O'Neil Global Advisors
California
$553K +$528K +1,407 New
80 81
82
83 84