We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
2301
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$846K -$4.98K -9 -0.6%
Annex Advisory Services
2302
Annex Advisory Services
Wisconsin
$843K -$63K -114 -7%
LCS
2303
Levin Capital Strategies
New York
$843K – – –
Polar Asset Management Partners
2304
Polar Asset Management Partners
Ontario, Canada
$843K +$830K +1,500 New
Susquehanna Portfolio Strategies
2305
Susquehanna Portfolio Strategies
Pennsylvania
$843K +$830K +1,500 New
KFI
2306
Key Financial Inc
Pennsylvania
$840K – – –
JA
2307
JVL Associates
Michigan
$839K +$3.87K +7 +0.5%
BW
2308
BXM Wealth
Colorado
$838K +$13.3K +24 +2%
HIM
2309
Hanlon Investment Management
New Jersey
$836K +$823K +1,488 New
WFMPM
2310
Woodley Farra Manion Portfolio Management
Indiana
$836K +$38.2K +69 +5%
KC
2311
Knuff & Co
California
$835K -$360K -651 -30%
FFG
2312
Fortem Financial Group
California
$834K -$3.87K -7 -0.5%
FIB
2313
First Interstate Bank
Montana
$832K -$11.6K -21 -1%
OMC
2314
Overbrook Management Corp
New York
$832K +$819K +1,481 New
RHAM
2315
Round Hill Asset Management
California
$826K – – –
SFO
2316
Stokes Family Office
Louisiana
$826K +$7.74K +14 +1%
FWP
2317
Forefront Wealth Partners
Texas
$826K +$25.4K +46 +3%
DIP
2318
DT Investment Partners
Pennsylvania
$825K – – –
Main Management ETF Advisors
2319
Main Management ETF Advisors
California
$824K +$13.3K +24 +2%
BAM
2320
BOS Asset Management
Illinois
$824K -$5.53K -10 -0.7%
BFW
2321
Brady Family Wealth
Missouri
$823K +$1.11K +2 +0.1%
BFO
2322
Boston Family Office
Massachusetts
$820K – – –
BWM
2323
Baron Wealth Management
Michigan
$819K +$92.9K +168 +13%
Capital Advisors Inc
2324
Capital Advisors Inc
Oklahoma
$818K +$24.9K +45 +3%
MWA
2325
Midland Wealth Advisors
Illinois
$818K -$64.2K -116 -7%