We are live on ! Find out more
MA icon

Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
2451
Breakwater Capital Group
New Jersey
$647K – – –
SAM
2452
Sherman Asset Management
California
$647K -$73.5K -128 -10%
FM
2453
Foster & Motley
Ohio
$646K +$16.7K +29 +3%
FHB
2454
First Hawaiian Bank
Hawaii
$645K – – –
UB
2455
Umpqua Bank
Oregon
$644K +$5.74K +10 +0.9%
NCM
2456
Noesis Capital Mangement
Florida
$644K -$72.9K -127 -10%
HCM
2457
Hodges Capital Management
Texas
$643K – – –
HCM
2458
Horiko Capital Management
New York
$643K – – –
TA
2459
Townsend & Associates
Colorado
$642K – – –
LT
2460
Legacy Trust
Michigan
$640K -$103K -180 -14%
WA
2461
WESPAC Advisors
California
$640K – – –
PA
2462
Pineridge Advisors
Missouri
$638K -$9.76K -17 -1%
AI
2463
Arvest Investments
Arkansas
$635K -$9.76K -17 -1%
C
2464
Covestor
United Kingdom
$634K -$14.9K -26 -2%
RMAM
2465
Raab & Moskowitz Asset Management
New Jersey
$633K +$5.74K +10 +0.9%
HVIA
2466
Hudson Valley Investment Advisors
New York
$632K +$15.5K +27 +2%
SAM
2467
Stenahm Asset Management
Guernsey
$631K -$9.3M -16,200 -94%
BF
2468
Brucke Financial
Indiana
$631K -$122K -213 -16%
PWP
2469
Phillips Wealth Planners
Mississippi
$629K +$22.4K +39 +4%
OWM
2470
OneAscent Wealth Management
Alabama
$629K -$6.32K -11 -1%
OPWM
2471
Oregon Pacific Wealth Management
Oregon
$628K +$19K +33 +3%
WCWM
2472
Willow Creek Wealth Management
California
$627K -$2.3K -4 -0.4%
Westwood Holdings Group
2473
Westwood Holdings Group
Texas
$627K -$33.3K -58 -5%
SWRP
2474
Summit Wealth & Retirement Planning
California
$627K – – –
PA
2475
Prism Advisors
California
$626K – – –