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Monolithic Power Systems
MPWR

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
301
Avantax Planning Partners
Iowa
$12K +$12.3K +104 New
WOC
302
West Oak Capital
California
$11.6K -$2.96K -25 -20%
AIM
303
Advantage Investment Management
Iowa
$10K – – –
PA
304
Parallel Advisors
California
$7K – – –
GRP
305
Global Retirement Partners
California
$6K -$1.3K -11 -18%
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
SWM
307
SeaCrest Wealth Management
New York
$5K -$593 -5 -10%
FRA
308
Front Row Advisors
California
$5K – – –
GWM
309
Geneos Wealth Management
Colorado
$5K – – –
RBC
310
Roble Belko & Company
Pennsylvania
$5K – – –
VFA
311
Valeo Financial Advisors
Indiana
$5K – – –
FCAG
312
First Capital Advisors Group
New Jersey
$5K +$5.1K +43 New
BWP
313
Baldwin Wealth Partners
Massachusetts
$4K – – –
PFGIA
314
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
LWA
315
Lenox Wealth Advisors
New York
$3K – – –
TCA
316
Tortoise Capital Advisors
Kansas
$3K – – –
JA
317
JOYN Advisors
Georgia
$3K +$3.2K +27 New
RCAG
318
Rehmann Capital Advisory Group
Michigan
$3K +$3.32K +28 New
HMS
319
Hanseatic Management Services
New Mexico
$2K -$441K -3,720 -100%
DAM
320
Delta Asset Management
Tennessee
$2K – – –
GT
321
Glenmede Trust
Pennsylvania
$2K – – –
OFW
322
Omnia Family Wealth
Florida
$2K – – –
PFO
323
Pathstone Family Office
New Jersey
$2K +$1.9K +16 New
GWS
324
Glassman Wealth Services
Virginia
$2K +$2.37K +20 New
CAW
325
Cornerstone Advisors (Washington)
Washington
$1K +$948 +8 New
11 12
13
14 15