We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2151
Palisades Hudson Asset Management
Florida
$643K +$803 +2 +0.1%
WA
2152
WBH Advisory
Maryland
$642K – – –
FNT
2153
First Nebraska Trust
Nebraska
$641K – – –
EFM
2154
E Fund Management
China
$640K +$29.7K +74 +5%
LCS
2155
Levin Capital Strategies
New York
$640K – – –
HCPC
2156
Hamilton Capital Partners (Canada)
$640K +$362K +900 +150%
LOAMU
2157
Lombard Odier Asset Management (USA)
New York
$640K +$603K +1,500 New
LA
2158
Latitude Advisors
Florida
$638K – – –
GA
2159
Goldstein Advisors
Wisconsin
$637K -$15.7K -39 -3%
CA
2160
CoreCap Advisors
Michigan
$636K +$182K +454 +44%
PSCM
2161
Per Stirling Capital Management
Texas
$635K – – –
FCA
2162
FLC Capital Advisors
California
$634K +$193K +481 +48%
LP
2163
LGL Partners
Pennsylvania
$634K +$402 +1 +0.1%
MFC
2164
Morris Financial Concepts
South Carolina
$632K +$595K +1,482 New
SVWAG
2165
Sound View Wealth Advisors Group
Georgia
$631K -$26.5K -66 -4%
CB
2166
CNB Bank
Pennsylvania
$631K -$10.4K -26 -2%
ZF
2167
Zhang Financial
Michigan
$631K +$23.7K +59 +4%
BWM
2168
Baystate Wealth Management
Massachusetts
$631K +$21.3K +53 +4%
ACM
2169
Advance Capital Management
Michigan
$626K +$4.82K +12 +0.8%
LWIC
2170
Leith Wheeler Investment Counsel
British Columbia, Canada
$623K – – –
AO
2171
Advisor OS
Illinois
$621K +$142K +353 +32%
RCA
2172
Ranch Capital Advisors
Florida
$620K +$18.1K +45 +3%
MCM
2173
MV Capital Management
Maryland
$617K -$20.1K -50 -3%
DI
2174
Diligent Investors
California
$617K -$14.1K -35 -2%
EFH
2175
Eaton Financial Holdings
Florida
$615K +$17.3K +43 +3%
85 86
87
88 89