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Materion
MTRN

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
226
Lindbrook Capital
California
$3.03K – – –
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$3.03K +$634 +5 +28%
BWL
228
Bogart Wealth LLC
Virginia
$2.69K – – –
PA
229
Parallel Advisors
California
$2.24K – – –
HIA
230
Harbor Investment Advisory
Maryland
$2.24K +$2.15K +17 New
GRP
231
Global Retirement Partners
California
$2.11K – – –
CPG
232
Cornerstone Planning Group
New Jersey
$2.04K – – –
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.98K – – –
HI
234
Harbour Investments
Wisconsin
$1.98K – – –
MG
235
Mather Group
Illinois
$1.69K +$1.65K +13 New
MA
236
Montag & Associates
Georgia
$1.59K +$1.52K +12 New
UB
237
UMB Bank
Missouri
$1.32K +$1.27K +10 New
CWC
238
Carolinas Wealth Consulting
North Carolina
$1.17K +$1.14K +9 New
BIA
239
Bell Investment Advisors
California
$791 – – –
JWA
240
JFS Wealth Advisors
Pennsylvania
$791 +$253 +2 +50%
PFBT
241
Parkside Financial Bank & Trust
Missouri
$659 – – –
FSWA
242
Financial Synergies Wealth Advisors
Texas
$527 – – –
SIC
243
SJS Investment Consulting
Ohio
$527 +$380 +3 +300%
AWM
244
Avior Wealth Management
Nebraska
$527 +$507 +4 New
RAM
245
Riggs Asset Management
Pennsylvania
$527 +$507 +4 New
DPW
246
DiNuzzo Private Wealth
Pennsylvania
$396 +$127 +1 +50%
AWM
247
Abound Wealth Management
Tennessee
$264 – – –
RIL
248
Rothschild Investment LLC
Illinois
$264 +$253 +2 New
HNB
249
Huntington National Bank
Ohio
$174 – – –
A
250
AlphaQuest
New York
$132 -$43.1K -340 -100%
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10
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