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Mastercard

Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
1701
Brown Miller Wealth Management
Virginia
$2.23M +$260K +470 +13%
APA
1702
Astoria Portfolio Advisors
New York
$2.22M -$76.3K -138 -3%
LCC
1703
Lincoln Capital Corp
Rhode Island
$2.22M +$8.29K +15 +0.4%
LA
1704
LM Advisors
California
$2.22M -$363K -657 -14%
CF
1705
Copperwynd Financial
Arizona
$2.21M -$211K -382 -9%
MKA
1706
M. Kulyk & Associates
Georgia
$2.21M +$56.4K +102 +3%
BCM
1707
Barden Capital Management
Texas
$2.2M -$55.9K -101 -3%
CFG
1708
Cooper Financial Group
California
$2.2M -$342K -618 -14%
SB
1709
SIG Brokerage
New York
$2.18M +$2.15M +3,884 New
GVAG
1710
Great Valley Advisor Group
Delaware
$2.18M +$98.4K +178 +5%
GAG
1711
GM Advisory Group
New York
$2.17M +$632K +1,142 +42%
ES
1712
Element Squared
Minnesota
$2.16M +$2.13M +3,851 New
CFO
1713
CVA Family Office
Colorado
$2.16M +$16.6K +30 +0.8%
HAFG
1714
Hansen & Associates Financial Group
California
$2.15M +$2.17M +3,915 New
CCA
1715
Cobblestone Capital Advisors
New York
$2.15M – – –
FMLI
1716
Fukoku Mutual Life Insurance
Japan
$2.15M -$50.3K -91 -2%
RA
1717
RiverPark Advisors
New York
$2.15M +$24.9K +45 +1%
AG
1718
Algert Global
California
$2.15M -$78.5K -142 -4%
AO
1719
Advisor OS
Illinois
$2.15M -$96.2K -174 -4%
4WM
1720
44 Wealth Management
Oregon
$2.14M -$6.08K -11 -0.3%
SFP
1721
Shepherd Financial Partners
Massachusetts
$2.14M +$15.5K +28 +0.7%
BBP
1722
Banco BTG Pactual
Brazil
$2.14M +$2.1M +3,800 New
WP
1723
WealthShield Partners
North Carolina
$2.13M +$86.3K +156 +4%
OFW
1724
Omnia Family Wealth
Florida
$2.13M +$108K +196 +5%
BFA
1725
Beaumont Financial Advisors
Massachusetts
$2.13M +$307K +556 +17%