Mastercard

MA

Market cap $529B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2076	AT 2076 Arlington Trust Birmingham, Alabama	$725K	-$253K	-631	-27%
2077	TCWM 2077 Total Clarity Wealth Management St. Charles, Illinois	$724K	-$4.02K	-10	-0.6%
2078	GFS 2078 GYL Financial Synergies West Hartford, Connecticut	$724K	-$62.3K	-155	-8%
2079	UW 2079 Unique Wealth Clearwater, Florida	$724K	+$141K	+351	+26%
2080	CPL 2080 CAP Partners LLC Franklin, Tennessee	$724K	+$682K	+1,697	New
2081	UAML 2081 US Asset Management LLC Pittsburgh, Pennsylvania	$723K	+$681K	+1,696	New
2082	CFO 2082 Collective Family Office York, Pennsylvania	$722K	-$4.02K	-10	-0.6%
2083	B 2083 Bridgeworth Birmingham, Alabama	$720K	-$37K	-92	-5%
2084	1CP 2084 17 Capital Partners Pheonix, Arizona	$719K	+$677K	+1,685	New
2085	LA 2085 LM Advisors San Diego, California	$718K	+$676K	+1,683	New
2086	GWM 2086 GSB Wealth Management Guilford, Connecticut	$717K	–	–	–
2087	WKSWA 2087 White Knight Strategic Wealth Advisors Princeton, New Jersey	$716K	–	–	–
2088	CIC 2088 Crawford Investment Counsel Atlanta, Georgia	$714K	+$1.61K	+4	+0.2%
2089	CFSG 2089 Clark Financial Services Group Chesterfield, Missouri	$714K	–	–	–
2090	TAM 2090 Taurus Asset Management New York	$713K	–	–	–
2091	WAM 2091 Werlinich Asset Management Stamford, Connecticut	$712K	-$111K	-277	-14%
2092	DAC 2092 Dividend Assets Capital Ridgeland, South Carolina	$712K	–	–	–
2093	TIM 2093 Tevis Investment Management Plano, Texas	$706K	+$2.41K	+6	+0.4%
2094	SIMG 2094 Sonora Investment Management Group Tucson, Arizona	$706K	+$53K	+132	+9%
2095	BFO 2095 Boston Family Office Boston, Massachusetts	$704K	–	–	–
2096	FFAM 2096 Forge First Asset Management Toronto, Ontario, Canada	$704K	–	–	–
2097	RFA 2097 Resurgent Financial Advisors Atlanta, Georgia	$703K	+$88.4K	+220	+15%
2098	IWP 2098 Invenio Wealth Partners Coral Gables, Florida	$702K	-$25.7K	-64	-4%
2099	MWAM 2099 Manhattan West Asset Management Los Angeles, California	$702K	+$803	+2	+0.1%
2100	WIM 2100 Waverton Investment Management London, United Kingdom	$702K	+$661K	+1,645	New

Mastercard MA Market cap $529B

Mastercard

MA

Market cap $529B