We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
PIC
1951
Portland Investment Counsel
Ontario, Canada
$494K +$484K +1,388 New
WA
1952
Wealth Architects
California
$493K -$2.79K -8 -0.6%
MMPW
1953
Mitchell McLeod Pugh & Williams
Alabama
$492K – – –
GIP
1954
Granite Investment Partners
California
$492K +$16.4K +47 +4%
FMTCOCP
1955
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$491K +$10.5K +30 +2%
ODCM
1956
Old Dominion Capital Management
Virginia
$491K +$481K +1,378 New
BMC
1957
Beaton Management Company
Massachusetts
$488K – – –
Two Sigma Investments
1958
Two Sigma Investments
New York
$487K -$146M -419,427 -100%
CP
1959
Camelot Portfolios
Ohio
$486K -$57.9K -166 -11%
ICP
1960
Interchange Capital Partners
Pennsylvania
$486K -$41.2K -118 -8%
ICM
1961
IMS Capital Management
Oregon
$486K – – –
CAS
1962
Cascadia Advisory Services
Oregon
$486K +$476K +1,364 New
MSR
1963
Main Street Research
Connecticut
$482K -$107K -308 -19%
HWM
1964
Hemington Wealth Management
Virginia
$482K -$61.1K -175 -11%
ME
1965
McIlrath & Eck
Washington
$482K -$40.1K -115 -8%
TP
1966
Truvvo Partners
New York
$482K +$349 +1 +0.1%
HC
1967
Hendley & Co
Ohio
$481K -$140K -400 -23%
DAC
1968
Dividend Assets Capital
South Carolina
$481K – – –
WPC
1969
Waters Parkerson & Co
Louisiana
$481K – – –
HC
1970
Hamilton Capital
Ohio
$480K +$28.6K +82 +6%
OAM
1971
Oberweis Asset Management
Illinois
$478K – – –
VWM
1972
Valley Wealth Managers
New Jersey
$477K +$71.9K +206 +18%
LWA
1973
Lineweaver Wealth Advisors
Ohio
$477K +$175K +503 +60%
RFN
1974
RDA Financial Network
Iowa
$476K +$45.4K +130 +11%
VC
1975
Veery Capital
Delaware
$474K -$5.93K -17 -1%