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MPLX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
251
Avidian Wealth Enterprises
Texas
$223K +$226K +7,550 New
KA
252
Kozak & Associates
Colorado
$221K +$193K +6,450 +10,078%
AHC
253
Adell Harriman & Carpenter
Texas
$221K – – –
MFA
254
Morling Financial Advisors
California
$217K +$220K +7,328 New
UCFA
255
United Capital Financial Advisors
Texas
$213K – – –
VWM
256
Venturi Wealth Management
Texas
$213K +$216K +7,200 New
1IA
257
1834 Investment Advisors
Wisconsin
$212K +$24K +800 +13%
HCM
258
Hilton Capital Management
New York
$210K – – –
CW
259
CreativeOne Wealth
Kansas
$206K +$209K +6,964 New
SEP
260
Southland Equity Partners
Missouri
$203K +$206K +6,872 New
RWA
261
RGT Wealth Advisors
Texas
$200K +$202K +6,750 New
AIP
262
Ahrens Investment Partners
Louisiana
$190K -$33K -1,100 -15%
LF
263
Lee Financial
Texas
$182K – – –
BWL
264
Bogart Wealth LLC
Virginia
$171K – – –
CPA
265
Cowen Prime Advisors
New York
$168K – – –
IA
266
IFP Advisors
Florida
$157K – – –
CG
267
Cutler Group
California
$157K +$146K +4,878 +1,065%
PFBT
268
Parkside Financial Bank & Trust
Missouri
$155K -$23.1K -771 -13%
NIM
269
NuWave Investment Management
New Jersey
$143K +$93.4K +3,117 +180%
BEI
270
Benjamin Edwards Inc
Missouri
$143K +$145K +4,827 New
PG
271
Proffitt & Goodson
Tennessee
$142K +$24K +800 +20%
HI
272
Harbour Investments
Wisconsin
$136K -$50.4K -1,683 -27%
SIC
273
SJS Investment Consulting
Ohio
$131K +$132K +4,420 New
SWA
274
SOA Wealth Advisors
New York
$129K -$36.2K -1,209 -21%
BAM
275
Belpointe Asset Management
Nevada
$129K +$15K +500 +13%
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11
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