We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2176
Capital Performance Advisors
California
$944K +$57.4K +100 +6%
UAG
2177
United Advisor Group
Ohio
$943K +$301K +524 +46%
AIC
2178
Argus Investors Counsel
New York
$943K -$10.9K -19 -1%
MPPW
2179
Mitchell & Pahl Private Wealth
Oklahoma
$941K -$14.4K -25 -1%
TIM
2180
Tevis Investment Management
Texas
$941K – – –
TFA
2181
Transamerica Financial Advisors
Florida
$940K +$949K +1,652 +165,200%
GAM
2182
Gould Asset Management
California
$940K +$28.7K +50 +3%
TFP
2183
Tilia Fiduciary Partners
North Carolina
$939K -$55.7K -97 -6%
BIA
2184
Bigelow Investment Advisors
Maine
$938K -$45.9K -80 -5%
MSAM
2185
Moloney Securities Asset Management
Missouri
$938K -$6.89K -12 -0.7%
JSAM
2186
J. Safra Asset Management
New York
$937K +$60.9K +106 +7%
OPA
2187
Old Port Advisors
Maine
$937K +$4.02K +7 +0.4%
AI
2188
Accredited Investors
Minnesota
$935K +$33.9K +59 +4%
WAM
2189
Werlinich Asset Management
Connecticut
$935K – – –
HPM
2190
Hoxton Planning & Management
West Virginia
$932K -$24.1K -42 -3%
CWA
2191
Consilium Wealth Advisory
Texas
$931K -$25.8K -45 -3%
FG
2192
Foster Group
Iowa
$930K +$24.1K +42 +3%
AA
2193
Auxano Advisors
Washington
$929K -$38.5K -67 -4%
VDBMI
2194
Van Den Berg Management I
Texas
$927K -$24.7K -43 -3%
CLOS
2195
Compagnie Lombard Odier SCmA
Switzerland
$921K -$91.9K -160 -9%
WI
2196
Wedgewood Investors
Pennsylvania
$921K – – –
DFA
2197
Davies Financial Advisors
California
$920K -$72.4K -126 -7%
OFO
2198
OneAscent Family Office
Alabama
$918K -$15.5K -27 -2%
TWA
2199
TCI Wealth Advisors
Arizona
$917K +$5.74K +10 +0.6%
AFA
2200
AA Financial Advisors
Ohio
$916K +$166K +289 +22%
86 87
88
89 90