We are live on ! Find out more
MA icon

Mastercard
MA

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1976
Bellevue Asset Management
Washington
$197K +$89.2K +300 +67%
S
1977
Seeyond
France
$188K -$530K -1,783 -38%
CB
1978
Community Bank
New York
$188K +$74.3K +250 +47%
LWA
1979
Lenox Wealth Advisors
New York
$186K +$8.32K +28 +4%
PAA
1980
Peregrine Asset Advisers
Oregon
$182K -$62.4K -210 -22%
TIA
1981
Tiemann Investment Advisors
California
$179K -$7.43K -25 -3%
KFI
1982
Key Financial Inc
Pennsylvania
$173K – – –
PFO
1983
Pathstone Family Office
New Jersey
$164K +$77.9K +262 +62%
MCM
1984
MV Capital Management
Maryland
$163K – – –
SC
1985
Solstein Capital
California
$162K -$387K -1,302 -66%
KPCM
1986
Kings Point Capital Management
New York
$160K -$19.9K -67 -9%
AIM
1987
Acropolis Investment Management
Missouri
$160K +$197K +661 New
ATC
1988
Adirondack Trust Company
New York
$159K +$11.9K +40 +6%
HB
1989
Horizon Bancorp
Indiana
$157K -$64.2K -216 -25%
HWA
1990
HHM Wealth Advisors
Tennessee
$156K +$192K +645 New
CIM
1991
Contravisory Investment Management
Massachusetts
$155K +$76.7K +258 +68%
CFO
1992
CVA Family Office
Colorado
$153K +$188K +633 New
WCG
1993
Weaver Consulting Group
California
$151K +$66.3K +223 +55%
FNBOSM
1994
First National Bank of South Miami
Florida
$138K +$63.6K +214 +60%
SAS
1995
Stelac Advisory Services
New York
$136K +$167K +561 New
M
1996
MOTCO
Texas
$135K +$40.4K +136 +32%
NIM
1997
NuWave Investment Management
New Jersey
$134K +$100K +338 +156%
PGAM
1998
Princeton Global Asset Management
New Jersey
$133K +$13.1K +44 +9%
PCMK
1999
Paragon Capital Management (Kansas)
Kansas
$133K +$164K +551 New
EI
2000
Ellevest Inc
New York
$132K +$42.5K +143 +35%
78 79
80
81 82