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Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1501
Mission Wealth Management
California
$1.29M +$108K +298 +9%
CF
1502
Copperwynd Financial
Arizona
$1.28M +$84K +231 +7%
IAS
1503
IMA Advisory Services
Colorado
$1.28M +$16.4K +45 +1%
AWCI
1504
Alpine Woods Capital Investors
New York
$1.28M -$89.8K -247 -6%
PWM
1505
Peterson Wealth Management
Nevada
$1.27M +$25.1K +69 +2%
ACM
1506
Azimuth Capital Management
Michigan
$1.27M – – –
BBA
1507
BLB&B Advisors
Pennsylvania
$1.27M +$189K +521 +17%
RWB
1508
RMR Wealth Builders
New Jersey
$1.27M +$21.1K +58 +2%
S
1509
Seeyond
France
$1.26M +$113K +310 +9%
MAM
1510
McCarthy Asset Management
California
$1.26M – – –
SAM
1511
Steinberg Asset Management
New York
$1.26M +$1.32M +3,627 New
RIM
1512
Redwood Investment Management
Arizona
$1.26M +$18.5K +51 +1%
BWAM
1513
Boyd Watterson Asset Management
Ohio
$1.26M +$19.6K +54 +2%
PIA
1514
Pinion Investment Advisors
Kansas
$1.25M +$18.9K +52 +1%
SCA
1515
STALEY CAPITAL ADVISERS
Pennsylvania
$1.25M – – –
WA
1516
Wambolt & Associates
Colorado
$1.25M +$70.2K +193 +6%
DCM
1517
Donaldson Capital Management
Indiana
$1.25M +$434K +1,193 +50%
RCM
1518
Regency Capital Management
Hawaii
$1.24M +$401K +1,104 +45%
SIA
1519
SkyView Investment Advisors
New Jersey
$1.24M +$120K +331 +10%
HWA
1520
HCR Wealth Advisors
California
$1.23M +$29.5K +81 +2%
FMTC
1521
Farmers & Merchants Trust Company
California
$1.23M +$332K +912 +35%
CPM
1522
Crescent Park Management
California
$1.23M +$106K +292 +9%
FWM
1523
Foresight Wealth Management
Utah
$1.23M -$368K -1,011 -22%
BCM
1524
Buckhead Capital Management
Georgia
$1.22M – – –
SIA
1525
SeaBridge Investment Advisors
New Jersey
$1.22M +$41.5K +114 +3%