MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
2326
DCM Advisors
New York
$522K +$28.2K +62 +6%
FP
2327
Financial Perspectives
Minnesota
$522K – – –
CIA
2328
Citadel Investment Advisory
Ohio
$521K – – –
SBWIC
2329
Schaper Benz & Wise Investment Counsel
Wisconsin
$520K +$19.6K +43 +4%
CA
2330
Centerpoint Advisors
Massachusetts
$519K – – –
KMWM
2331
Keudell/Morrison Wealth Management
Oregon
$519K +$6.83K +15 +1%
MWM
2332
MBE Wealth Management
Wisconsin
$518K +$2.73K +6 +0.5%
CCWM
2333
Cassaday & Co Wealth Management
Virginia
$518K +$34.2K +75 +7%
JHCP
2334
Jackson Hole Capital Partners
Oklahoma
$518K – – –
TA
2335
Townsend & Associates
Colorado
$518K -$42.4K -93 -7%
HIM
2336
Hillsdale Investment Management
Ontario, Canada
$517K -$18.2K -40 -3%
APWA
2337
Atlas Private Wealth Advisors
New Jersey
$515K +$266K +584 +100%
SIC
2338
Sterling Investment Counsel
New York
$515K -$317K -695 -37%
CYG
2339
Clean Yield Group
Vermont
$515K -$4.55K -10 -0.8%
SPIO
2340
Seven Post Investment Office
California
$514K – – –
HFM
2341
Hartford Financial Management
Connecticut
$513K – – –
NL
2342
Navalign LLC
California
$513K -$7.29K -16 -1%
NWWA
2343
New Wave Wealth Advisors
Arkansas
$513K +$529K +1,162 New
LWM
2344
Lodestone Wealth Management
Washington
$511K +$35.5K +78 +7%
PCM
2345
Prelude Capital Management
New York
$511K +$528K +1,158 New
HPG
2346
Harvest Portfolios Group
Ontario, Canada
$510K -$133K -293 -20%
FWA
2347
FSM Wealth Advisors
Ohio
$508K -$4.55K -10 -0.9%
DPI
2348
Diversified Portfolios Inc
Michigan
$507K -$11.4K -25 -2%
KFGK
2349
Keystone Financial Group (Kentucky)
Kentucky
$507K -$12.3K -27 -2%
ORAM
2350
One River Asset Management
Connecticut
$503K -$3.81M -8,370 -88%
92 93
94
95 96