We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3301
Bellevue Asset Management
Washington
$131K – – –
JSAM
3302
J. Safra Asset Management
New York
$130K +$59.9K +110 +87%
OAJ
3303
Ogorek Anthony Joseph
New York
$126K +$53.9K +99 +76%
BLC
3304
Brown, Lisle/Cummings
Rhode Island
$122K +$9.8K +18 +9%
CW
3305
Curio Wealth
Maryland
$118K -$122K -224 -100%
EWP
3306
Elevation Wealth Partners
California
$115K – – –
EA
3307
Evolution Advisers
Virginia
$112K – – –
RDFA
3308
Ritter Daniher Financial Advisory
Ohio
$111K -$11.4K -21 -9%
FC
3309
Fairscale Capital
New Hampshire
$111K – – –
BSB
3310
Bangor Savings Bank
Maine
$110K – – –
F1I
3311
Fund 1 Investments
Puerto Rico
$110K -$231K -425 -68%
RWS
3312
Retirement Wealth Solutions
Wisconsin
$108K -$12K -22 -10%
T
3313
Tidemark
California
$108K +$28.3K +52 +36%
PP
3314
PFS Partners
New Jersey
$105K – – –
IRC
3315
Investors Research Corp
Georgia
$105K – – –
TCM
3316
TruNorth Capital Management
Michigan
$104K +$103K +190 New
SWIM
3317
Smallwood Wealth Investment Management
New Jersey
$104K +$103K +189 New
DCM
3318
Davis Capital Management
Florida
$103K – – –
OPTFSNA
3319
Old Point Trust & Financial Services N A
Virginia
$101K – – –
ACM
3320
Anfield Capital Management
California
$100K -$1.63K -3 -2%
JGIA
3321
Jackson Grant Investment Advisers
Connecticut
$100K – – –
PC
3322
Promus Capital
Illinois
$99.8K – – –
BA
3323
Bellwether Advisors
Nebraska
$99.2K – – –
BOJHT
3324
Bank of Jackson Hole Trust
Wyoming
$97.4K – – –
VC
3325
Vestor Capital
Illinois
$97K -$2.72K -5 -3%