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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
2501
Union Savings Bank
Connecticut
$74.2K +$59.7K +260 New
CB
2502
Community Bank
New York
$71.3K – – –
TFM
2503
TFC Financial Management
Massachusetts
$71.1K +$918 +4 +2%
SIS
2504
Strategic Investment Solutions
Illinois
$70.8K -$54.1K -236 -49%
UOTTAIMCU
2505
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$70.8K +$9.64K +42 +20%
ACA
2506
American Capital Advisory
Idaho
$70.2K -$5.97K -26 -10%
VNA
2507
Valley National Advisers
Pennsylvania
$70K +$5.51K +24 +11%
HHMI
2508
Howard Hughes Medical Institute
Maryland
$68.8K +$229 +1 +0.4%
SEP
2509
Signature Equity Partners
Ohio
$68K +$54.6K +238 New
CCC
2510
Chelsea Counsel Company
California
$67.1K +$3.44K +15 +7%
VWM
2511
Vermillion Wealth Management
Minnesota
$66.4K +$46.3K +202 +652%
VR
2512
Vision Retirement
New Jersey
$66.3K +$53.2K +232 New
BW
2513
Basepoint Wealth
Iowa
$66K +$53K +231 New
ISWM
2514
Intesa Sanpaolo Wealth Management
$65.6K +$52.8K +230 New
MA
2515
Modus Advisors
Minnesota
$65.2K +$52.3K +228 New
CAL
2516
Capital Advisors Ltd
Ohio
$64K +$7.34K +32 +17%
OCM
2517
Osterweis Capital Management
California
$63.6K – – –
IRAG
2518
Investment Research & Advisory Group
Georgia
$63.6K +$45.9K +200 New
OW
2519
Olistico Wealth
Oklahoma
$63.1K +$50.7K +221 New
CT
2520
Clearstead Trust
Maine
$62.2K -$5.05K -22 -9%
TCM
2521
TD Capital Management
Tennessee
$61.7K – – –
S
2522
Sachetta
Massachusetts
$61.4K -$182K -793 -79%
CFM
2523
Cornerstone Financial Management
Massachusetts
$61.4K +$49.3K +215 New
RWM
2524
Raffa Wealth Management
District of Columbia
$61.1K +$6.42K +28 +15%
HWM
2525
HighMark Wealth Management
Minnesota
$60.9K -$9.41K -41 -16%
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101
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