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Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
2726
M1 Capital Management
Michigan
$406K +$399K +771 New
MCA
2727
Millennium Capital Advisors
Arkansas
$406K – – –
SAM
2728
Secure Asset Management
Michigan
$405K +$154K +297 +63%
PWM
2729
PBMares Wealth Management
Virginia
$405K – – –
NCM
2730
Noesis Capital Mangement
Florida
$405K – – –
AF
2731
Apollon Financial
South Carolina
$405K +$116K +225 +41%
MAC
2732
Mason & Associates (California)
California
$403K +$8.28K +16 +2%
BWP
2733
Baldwin Wealth Partners
Massachusetts
$403K -$33.1K -64 -8%
GWM
2734
GDS Wealth Management
Texas
$403K +$12.4K +24 +3%
LRIA
2735
Leonard Rickey Investment Advisors
Washington
$402K -$6.21K -12 -2%
CSC
2736
Caldwell Sutter Capital
California
$400K – – –
GFPC
2737
Global Financial Private Client
Florida
$400K +$6.73K +13 +2%
FFG
2738
First Financial Group
North Carolina
$400K +$393K +759 New
TCM
2739
Traynor Capital Management
Pennsylvania
$399K +$151K +292 +63%
GAM
2740
Gemmer Asset Management
California
$399K -$134K -259 -25%
ST
2741
Sentinel Trust
Texas
$395K +$389K +751 New
WPC
2742
Waters Parkerson & Co
Louisiana
$395K -$51.8K -100 -12%
MIM
2743
Merrion Investment Management
New Jersey
$395K – – –
OWA
2744
Octavia Wealth Advisors
Ohio
$394K -$25.9K -50 -6%
GA
2745
GSG Advisors
New Jersey
$394K -$6.21K -12 -2%
TPBG
2746
Turning Point Benefit Group
Maryland
$393K +$403K +779 New
MAG
2747
Mayfair Advisory Group
Alabama
$392K -$2.59K -5 -0.7%
DWM
2748
DecisionMap Wealth Management
Virginia
$391K +$384K +742 New
CF
2749
Claris Financial
Virginia
$390K +$383K +740 New
WHCI
2750
W.H. Cornerstone Investments
Massachusetts
$390K – – –