We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
2301
Deroy & Devereaux Private Investment Counsel
Michigan
$541K – – –
RP
2302
Riverwater Partners
Wisconsin
$540K -$15.9K -35 -3%
EWA
2303
ERTS Wealth Advisors
Michigan
$540K -$456 -1 -0.1%
FCAS
2304
First Command Advisory Services
Texas
$537K -$4.55K -10 -0.8%
KBFS
2305
Kohmann Bosshard Financial Services
Ohio
$536K – – –
SFC
2306
SYM Financial Corp
Indiana
$535K +$332K +728 +150%
WCA
2307
Westover Capital Advisors
Delaware
$535K – – –
PW
2308
Peninsula Wealth
California
$533K +$1.37K +3 +0.2%
GHA
2309
Granite Harbor Advisors
Texas
$532K +$1.82K +4 +0.3%
GPA
2310
Guerra Pan Advisors
New Jersey
$531K +$62K +136 +13%
EB
2311
Exchange Bank
California
$531K -$5.92K -13 -1%
RW
2312
Rede Wealth
Virginia
$530K -$911 -2 -0.2%
TA
2313
TruWealth Advisors
Louisiana
$529K +$5.01K +11 +0.9%
VAF
2314
Values Added Financial
District of Columbia
$529K -$19.1K -42 -3%
MSCM
2315
McElhenny Sheffield Capital Management
Texas
$528K -$21.4K -47 -4%
AWM
2316
Aries Wealth Management
Maine
$528K – – –
ZIC
2317
ZWJ Investment Counsel
Georgia
$525K +$43.3K +95 +9%
SVCP
2318
Silicon Valley Capital Partners
California
$525K +$456 +1 +0.1%
VCP
2319
Verus Capital Partners
Arizona
$524K +$7.74K +17 +1%
TWM
2320
Tradition Wealth Management
Minnesota
$524K +$1.37K +3 +0.3%
AAM
2321
Aureus Asset Management
Massachusetts
$524K -$4.55K -10 -0.8%
FM
2322
Foster & Motley
Ohio
$523K +$75.6K +166 +16%
WPWM
2323
Western Pacific Wealth Management
Illinois
$523K -$7.74K -17 -1%
SAF
2324
Smith Anglin Financial
Texas
$523K -$23.7K -52 -4%
DA
2325
DCM Advisors
New York
$522K +$28.2K +62 +6%
91 92
93
94 95