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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2476
Physician Wealth Advisors
Utah
$106K +$25.7K +112 +43%
LWMI
2477
Legacy Wealth Management (Idaho)
Idaho
$106K +$4.36K +19 +5%
QL
2478
Quarry LP
New York
$105K -$544K -2,372 -87%
SC
2479
Solstein Capital
California
$105K – – –
KFI
2480
Key Financial Inc
Pennsylvania
$104K +$42.2K +184 +102%
CVM
2481
Cheviot Value Management
California
$100K – – –
CT
2482
Caldwell Trust
Florida
$99.9K – – –
ICM
2483
Islay Capital Management
Texas
$99.9K – – –
FCAS
2484
First Command Advisory Services
Texas
$99K +$15.4K +67 +24%
CSC
2485
Caldwell Sutter Capital
California
$98.5K – – –
POIA
2486
Pin Oak Investment Advisors
Texas
$96K +$22.9K +100 +70%
PWMG
2487
Prestige Wealth Management Group
New Jersey
$95.1K -$5.74K -25 -7%
DIP
2488
DT Investment Partners
Pennsylvania
$92.8K – – –
HWP
2489
Highline Wealth Partners
California
$91.1K +$1.15K +5 +2%
W
2490
WealthCollab
Washington
$90.8K +$459 +2 +0.6%
EWM
2491
Evermay Wealth Management
Virginia
$85.9K -$22.9K -100 -25%
AAG
2492
Accordant Advisory Group
Maryland
$85.6K – – –
CT
2493
Colonial Trust
South Carolina
$83.9K -$59.7K -260 -47%
ANBT
2494
American National Bank & Trust
Texas
$83.6K +$5.28K +23 +9%
PP
2495
Pacifica Partners
Canada
$80.4K -$27.1K -118 -32%
CAIM
2496
Catherine Avery Investment Management
Florida
$80.4K – – –
FFA
2497
Frazier Financial Advisors
Ohio
$80.3K -$161K -702 -71%
GIC
2498
Generali Investments CEE
Czech Republic
$80.2K +$64.5K +281 New
PPA
2499
Pilgrim Partners Asia
Singapore
$79.9K -$73.4K -320 -53%
SWIM
2500
Smallwood Wealth Investment Management
New Jersey
$79K – – –
98 99
100
101 102