We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1876
Oldfather Financial Services
Nebraska
$574K
IFO
1877
Independent Family Office
New York
$573K
VWM
1878
Vigilare Wealth Management
Arizona
$570K +$349K +1,001 +167%
JAG
1879
Journey Advisory Group
Kentucky
$569K +$19.2K +55 +4%
WT
1880
Washington Trust
Rhode Island
$569K +$120K +344 +27%
MKC
1881
M. Kraus & Co
Vermont
$567K +$6.98K +20 +1%
AP
1882
Americana Partners
Texas
$567K +$33.1K +95 +6%
EWM
1883
Empirical Wealth Management
Washington
$566K +$42.9K +123 +8%
TIS
1884
Tortoise Index Solutions
Kansas
$566K +$163K +466 +41%
AM
1885
Atwater Malick
Pennsylvania
$562K
JSL
1886
JT Stratford LLC
Georgia
$559K -$18.5K -53 -3%
RCG
1887
Rock Creek Group
District of Columbia
$557K -$194K -556 -26%
CA
1888
CGN Advisors
Kansas
$557K -$2.09K -6 -0.4%
OR
1889
Olympiad Research
Connecticut
$554K -$70.1K -201 -11%
FFS
1890
Founders Financial Securities
Maryland
$553K +$6.63K +19 +1%
SAM
1891
SignalPoint Asset Management
Missouri
$553K +$17.4K +50 +3%
Financial Engines Advisors
1892
Financial Engines Advisors
California
$552K +$58.3K +167 +12%
TFO
1893
Tarbox Family Office
California
$551K
RIM
1894
Rockbridge Investment Management
New York
$551K +$24.4K +70 +5%
IC
1895
Intersect Capital
California
$550K +$32.8K +94 +6%
SIM
1896
SSI Investment Management
California
$549K -$349 -1 -0.1%
FMB
1897
Field & Main Bank
Kentucky
$548K +$1.75K +5 +0.3%
PFBT
1898
Parkside Financial Bank & Trust
Missouri
$545K +$15.4K +44 +3%
BAM
1899
Brave Asset Management
New Jersey
$544K
CL
1900
CPWM LLC
Washington
$542K -$2.09K -6 -0.4%