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Monolithic Power Systems
MPWR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
676
MOKAN Wealth Management
Kansas
$600K +$271K +248 +84%
DADC
677
D.A. Davidson & Co
Montana
$596K -$9.83K -9 -2%
BM
678
Brandywine Managers
Delaware
$593K +$592K +542 New
VR
679
Vision Retirement
New Jersey
$590K -$5.46K -5 -0.9%
TAM
680
Trust Asset Management
Texas
$587K – – –
AO
681
Advisor OS
Illinois
$587K -$417K -382 -42%
AC
682
Avestar Capital
New York
$586K +$19.7K +18 +3%
FCG
683
Fielder Capital Group
Tennessee
$582K +$15.3K +14 +3%
AWM
684
AE Wealth Management
Kansas
$582K -$1.13M -1,035 -66%
DA
685
Drake & Associates
Wisconsin
$581K -$286K -262 -33%
UB
686
UMB Bank
Missouri
$579K +$19.7K +18 +4%
VFA
687
Valeo Financial Advisors
Indiana
$578K -$178K -163 -24%
BBPWM
688
Blue Bell Private Wealth Management
Pennsylvania
$572K +$571K +523 New
SAM
689
Smartleaf Asset Management
Massachusetts
$554K +$39.3K +36 +7%
GM
690
GeoWealth Management
Illinois
$550K +$307K +281 +127%
CM
691
Capula Management
Cayman Islands
$549K +$548K +502 New
VIM
692
Vancity Investment Management
British Columbia, Canada
$548K +$51.3K +47 +10%
HBT
693
Hills Bank & Trust
Iowa
$540K -$76.5K -70 -12%
MFGM
694
Marshall Financial Group (Maryland)
Maryland
$535K -$5.46K -5 -1%
CBA
695
Coastal Bridge Advisors
Connecticut
$533K +$2.19K +2 +0.4%
FTWA
696
Fifth Third Wealth Advisors
Ohio
$526K +$99.4K +91 +23%
WG
697
Wellington Group
Indiana
$526K +$525K +481 New
KV
698
Kickstand Ventures
New York
$525K – – –
LWAM
699
Legacy Wealth Asset Management
Minnesota
$522K -$3.28K -3 -0.6%
TCWM
700
Total Clarity Wealth Management
Illinois
$515K +$53.5K +49 +12%
26 27
28
29 30