We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2026
SignalPoint Asset Management
Missouri
$633K +$4.01K +10 +0.6%
JWM
2027
Janiczek Wealth Management
Colorado
$631K +$309K +771 +94%
MWAM
2028
Manhattan West Asset Management
California
$631K +$660K +1,644 New
MIM
2029
Moseley Investment Management
Florida
$626K – – –
BMC
2030
Beaton Management Company
Massachusetts
$626K +$4.01K +10 +0.6%
BIM
2031
Baldwin Investment Management
Pennsylvania
$625K +$10K +25 +2%
AWAP
2032
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$624K -$14K -35 -2%
BRC
2033
Bishop Rock Capital
New York
$623K -$1.24M -3,087 -66%
MAM
2034
Madison Asset Management
Wisconsin
$622K – – –
RAM
2035
Readystate Asset Management
Illinois
$622K +$630K +1,570 New
CCA
2036
Cottonwood Capital Advisors
Utah
$619K +$94.3K +235 +18%
DCM
2037
Driehaus Capital Management
Illinois
$618K -$25.7K -64 -4%
MA
2038
MJP Associates
Connecticut
$618K +$15.3K +38 +2%
MSA
2039
Marino Stram & Associates
Massachusetts
$615K +$13.2K +33 +2%
SVWAG
2040
Sound View Wealth Advisors Group
Georgia
$612K +$126K +313 +25%
CCA
2041
Catalyst Capital Advisors
New York
$608K +$295K +735 +92%
QFA
2042
Quantum Financial Advisors
California
$607K -$12.4K -31 -2%
GA
2043
Goldstein Advisors
Wisconsin
$607K -$6.42K -16 -1%
HIM
2044
Hillsdale Investment Management
Ontario, Canada
$606K +$321K +800 +109%
SC
2045
Sonen Capital
California
$603K -$43.8K -109 -7%
SIMG
2046
Sonora Investment Management Group
Arizona
$603K +$8.03K +20 +1%
MCC
2047
Money Concepts Capital
Florida
$603K +$8.03K +20 +1%
KWM
2048
Kolinsky Wealth Management
New Jersey
$598K +$45K +112 +8%
CB
2049
CNB Bank
Pennsylvania
$596K -$11.6K -29 -2%
PHAM
2050
Palisades Hudson Asset Management
Florida
$596K – – –
80 81
82
83 84