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Mastercard

MA

Market cap $524B

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

Mastercard MA Market cap $524B

Mastercard

MA

Market cap $524B