We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
RHAM
2101
Round Hill Asset Management
California
$702K – – –
SOW
2102
State of Wyoming
Wyoming
$702K +$206K +512 +45%
CWA
2103
Clarity Wealth Advisors
California
$698K -$3.21K -8 -0.5%
VWM
2104
Vigilare Wealth Management
Arizona
$698K +$803 +2 +0.1%
SI
2105
Symmetry Investments
Jersey
$697K +$657K +1,635 New
MMPW
2106
Mitchell McLeod Pugh & Williams
Alabama
$695K -$2.81K -7 -0.4%
JDR
2107
Jay D. Rosenbaum
$694K -$712K -1,773 -52%
A
2108
AlphaQuest
New York
$694K +$654K +1,627 New
OPA
2109
Old Port Advisors
Maine
$692K +$7.63K +19 +1%
WFMPM
2110
Woodley Farra Manion Portfolio Management
Indiana
$692K -$4.42K -11 -0.7%
WI
2111
Wedgewood Investors
Pennsylvania
$691K – – –
WCM
2112
WealthBridge Capital Management
Ohio
$689K -$7.63K -19 -1%
MIC
2113
Means Investment Company
Maine
$689K -$5.22K -13 -0.8%
HPM
2114
Hoxton Planning & Management
West Virginia
$689K -$10K -25 -2%
USWIA
2115
UP Strategic Wealth Investment Advisors
Pennsylvania
$689K +$649K +1,615 New
CG
2116
Corundum Group
Colorado
$688K -$32.1K -80 -5%
HNWAG
2117
High Net Worth Advisory Group
Florida
$687K – – –
MKC
2118
M. Kraus & Co
Vermont
$686K -$4.02K -10 -0.6%
PSC
2119
Prentiss Smith & Co
Vermont
$685K – – –
SDWIA
2120
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$684K +$70.3K +175 +12%
T
2121
TOBAM
France
$683K +$134K +333 +26%
PCG
2122
Prosperity Consulting Group
Maryland
$682K +$219K +546 +52%
SAM
2123
SignalPoint Asset Management
Missouri
$678K -$2.81K -7 -0.4%
LT
2124
Legacy Trust
Michigan
$677K -$191K -475 -23%
BMC
2125
Beaton Management Company
Massachusetts
$675K – – –