We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2076
Grandview Asset Management
Pennsylvania
$345K +$119K +328 +49%
WPC
2077
Waters Parkerson & Co
Louisiana
$344K – – –
VHAM
2078
Van Hulzen Asset Management
California
$341K – – –
AFAS
2079
Acorn Financial Advisory Services
Virginia
$341K +$20.4K +56 +6%
PFA
2080
Professional Financial Advisors
Nebraska
$341K +$321K +882 +882%
MWM
2081
MBE Wealth Management
Wisconsin
$339K – – –
DWM
2082
Darwin Wealth Management
Florida
$338K +$95.6K +263 +37%
HIS
2083
Harvest Investment Services
Illinois
$336K -$364 -1 -0.1%
CFD
2084
Creative Financial Designs
Indiana
$334K +$1.82K +5 +0.5%
TP
2085
Truvvo Partners
New York
$333K +$364 +1 +0.1%
GWCM
2086
Godshalk Welsh Capital Management
Pennsylvania
$330K – – –
CWM
2087
Campbell Wealth Management
Virginia
$329K – – –
SAM
2088
Strategy Asset Managers
California
$329K +$364 +1 +0.1%
SSWG
2089
Seven Springs Wealth Group
Tennessee
$328K – – –
CIM
2090
Contravisory Investment Management
Massachusetts
$328K +$14.9K +41 +5%
CCG
2091
Chatham Capital Group
Georgia
$326K +$107K +294 +46%
APP
2092
Alpha Paradigm Partners
Illinois
$324K -$599K -1,648 -64%
CAM
2093
Claret Asset Management
Quebec, Canada
$324K +$53.1K +146 +19%
RCM
2094
Requisite Capital Management
Texas
$323K – – –
SPWG
2095
Sage Private Wealth Group
Illinois
$322K -$6.91K -19 -2%
CFA
2096
Capstone Financial Advisors
Illinois
$321K +$364 +1 +0.1%
EHWM
2097
Eads & Heald Wealth Management
Georgia
$321K +$1.82K +5 +0.5%
MFG
2098
Magnus Financial Group
New York
$320K +$32.4K +89 +11%
ACWM
2099
Adams Chetwood Wealth Management
North Carolina
$318K – – –
CFG
2100
Cooper Financial Group
California
$318K +$4.73K +13 +1%
82 83
84
85 86