We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
EPWM
1851
Essex Private Wealth Management
Massachusetts
$577K -$20.7K -57 -3%
RIM
1852
Rockbridge Investment Management
New York
$574K +$36K +99 +6%
RW
1853
REDW Wealth
New Mexico
$571K -$24K -66 -4%
VCM
1854
Vigilant Capital Management
Maine
$570K +$7.27K +20 +1%
MKC
1855
M. Kraus & Co
Vermont
$567K +$12.7K +35 +2%
CIP
1856
Convergence Investment Partners
Florida
$566K -$29.5K -81 -5%
LWMM
1857
Legacy Wealth Management (Mississippi)
Mississippi
$565K +$2.91K +8 +0.5%
ECG
1858
Edge Capital Group
Georgia
$564K -$93.5K -257 -14%
Financial Engines Advisors
1859
Financial Engines Advisors
California
$560K +$30.2K +83 +5%
VWM
1860
Vigilare Wealth Management
Arizona
$558K +$727 +2 +0.1%
WCA
1861
Waratah Capital Advisors
Ontario, Canada
$556K -$5.03M -13,832 -90%
FPCG
1862
Fort Pitt Capital Group
Pennsylvania
$556K -$277K -762 -32%
HGWM
1863
Horst & Graben Wealth Management
Oregon
$556K -$51.3K -141 -8%
WCM
1864
WealthBridge Capital Management
Ohio
$556K -$12K -33 -2%
WT
1865
Washington Trust
Rhode Island
$555K
PP
1866
PDS Planning
Ohio
$555K +$51.3K +141 +10%
CWA
1867
Clarity Wealth Advisors
California
$554K -$21.1K -58 -4%
AI
1868
ArchPoint Investors
Florida
$554K +$580K +1,594 New
OFS
1869
Oldfather Financial Services
Nebraska
$553K
GCP
1870
GSA Capital Partners
United Kingdom
$551K +$38.2K +105 +7%
AM
1871
Atwater Malick
Pennsylvania
$549K
SLWA
1872
San Luis Wealth Advisors
California
$549K +$574K +1,578 New
SAM
1873
SignalPoint Asset Management
Missouri
$547K -$4.36K -12 -0.8%
DAC
1874
Dividend Assets Capital
South Carolina
$546K +$105K +290 +23%
SC
1875
Solstein Capital
California
$546K +$165K +453 +41%