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MGIC Investment
MTG

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
476
Marquette Asset Management
Minnesota
$1.16K +$1.09K +41 New
POIA
477
Pin Oak Investment Advisors
Texas
$1K +$533 +20 New
CFG
478
CKW Financial Group
Hawaii
$1K +$1.39K +52 New
CH
479
Cromwell Holdings
Wyoming
$987 – – –
MPWT
480
MassMutual Private Wealth & Trust
Connecticut
$818 -$1.76K -66 -69%
MFP
481
Meramec Financial Planners
Missouri
$780 +$693 +26 New
HI
482
Harbour Investments
Wisconsin
$754 -$107 -4 -13%
HFS
483
Hughes Financial Services
Virginia
$649 -$27 -1 -4%
MCM
484
MV Capital Management
Maryland
$593 +$560 +21 New
SEP
485
Signature Equity Partners
Ohio
$564 – – –
CIAM
486
Caitong International Asset Management
Hong Kong
$536 -$506 -19 -50%
HWP
487
Highline Wealth Partners
California
$508 -$9.49K -356 -95%
S
488
Sachetta
Massachusetts
$480 -$2.08K -78 -82%
BWL
489
Bogart Wealth LLC
Virginia
$479 – – –
HNB
490
Huntington National Bank
Ohio
$479 +$426 +16 +1,600%
TPCW
491
TD Private Client Wealth
New York
$338 +$213 +8 +200%
PS
492
Planning Strategies
Pennsylvania
$338 +$320 +12 New
DF
493
DecisionPoint Financial
Arizona
$310 +$293 +11 New
SC
494
SouthState Corp
Florida
$282 -$533 -20 -67%
MWM
495
Mosley Wealth Management
California
$197 +$187 +7 New
RWM
496
Raffa Wealth Management
District of Columbia
$169 -$53 -2 -25%
BCWM
497
Bartlett & Co Wealth Management
Ohio
$169 – – –
IAS
498
IMA Advisory Services
Colorado
$169 – – –
3FI
499
3 Factor Indexing
California
$141 – – –
MCA
500
Maryland Capital Advisors
Maryland
$113 +$107 +4 New
18 19
20
21 22