We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
2426
Schaper Benz & Wise Investment Counsel
Wisconsin
$621K – – –
MCM
2427
Mainstream Capital Management
California
$620K – – –
KMWM
2428
Keudell/Morrison Wealth Management
Oregon
$619K – – –
GL
2429
Gerber LLC
Ohio
$619K -$51.8K -100 -8%
SC
2430
Skylands Capital
Wisconsin
$619K -$25.9K -50 -4%
AAM
2431
Aureus Asset Management
Massachusetts
$619K +$35.2K +68 +6%
LCGC
2432
Legacy Capital Group California
California
$618K -$3.11K -6 -0.5%
WPWM
2433
Western Pacific Wealth Management
Illinois
$617K +$16.6K +32 +3%
EFH
2434
Eaton Financial Holdings
Florida
$616K -$33.1K -64 -5%
APWA
2435
Atlas Private Wealth Advisors
New Jersey
$615K – – –
FP
2436
Financial Perspectives
Minnesota
$615K +$8.8K +17 +1%
SIC
2437
Sterling Investment Counsel
New York
$615K -$228K -441 -27%
RP
2438
Riverwater Partners
Wisconsin
$615K -$21.2K -41 -3%
NAM
2439
NTV Asset Management
West Virginia
$613K +$26.4K +51 +5%
CNBOF
2440
City National Bank of Florida
Florida
$610K +$600K +1,159 New
RIA
2441
Realta Investment Advisors
Delaware
$609K +$203K +393 +51%
CIA
2442
Citadel Investment Advisory
Ohio
$608K – – –
BWP
2443
Barlow Wealth Partners
Kentucky
$607K – – –
AIM
2444
Advyzon Investment Management
Illinois
$606K +$596K +1,152 New
AIA
2445
Angeles Investment Advisors
California
$606K +$19.7K +38 +3%
WCA
2446
Westover Capital Advisors
Delaware
$605K -$6.73K -13 -1%
TA
2447
Townsend & Associates
Colorado
$604K – – –
LWA
2448
Lineweaver Wealth Advisors
Ohio
$603K -$12.9K -25 -2%
NL
2449
Navalign LLC
California
$602K – – –
XF
2450
XML Financial
Maryland
$601K +$77.1K +149 +15%
96 97
98
99 100