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Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
2251
Midwest Financial Group
Kansas
$598K +$456 +1 +0.1%
AWM
2252
Alterna Wealth Management
Texas
$597K – – –
GIP
2253
Granite Investment Partners
California
$597K – – –
BAM
2254
BOS Asset Management
Illinois
$596K -$11.4K -25 -2%
BFO
2255
Boston Family Office
Massachusetts
$596K – – –
DSN
2256
D. Scott Neal
Kentucky
$596K -$6.83K -15 -1%
CIP
2257
Convergence Investment Partners
Florida
$594K -$14.6K -32 -2%
VC
2258
Veery Capital
Delaware
$592K -$2.28K -5 -0.4%
HKIM
2259
Hayek Kallen Investment Management
Alabama
$590K +$9.11K +20 +2%
BI
2260
BlueSpruce Investments
Illinois
$589K +$609K +1,336 New
CPA
2261
Cardiff Park Advisors
California
$588K +$24.6K +54 +4%
MC
2262
Matisse Capital
Oregon
$586K – – –
AA
2263
Advisory Alpha
Michigan
$584K +$149K +328 +33%
S
2264
Sunpointe
Missouri
$584K +$9.57K +21 +2%
UAML
2265
US Asset Management LLC
Pennsylvania
$581K -$6.38K -14 -1%
PWM
2266
Proathlete Wealth Management
Florida
$581K +$456 +1 +0.1%
FWP
2267
Firethorn Wealth Partners
Georgia
$580K +$26K +57 +5%
AFP
2268
Ausdal Financial Partners
Iowa
$576K +$36.4K +80 +7%
T
2269
TOBAM
France
$576K -$194K -425 -25%
GF
2270
Gries Financial
Ohio
$574K -$1.06M -2,337 -64%
CAM
2271
Claret Asset Management
Quebec, Canada
$571K +$33.7K +74 +6%
MW
2272
MBL Wealth
North Carolina
$571K +$456 +1 +0.1%
WCM
2273
Wedge Capital Management
North Carolina
$569K -$50.6K -111 -8%
NB
2274
Northwest Bancshares
Pennsylvania
$567K – – –
EWM
2275
Evermay Wealth Management
Virginia
$564K – – –