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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
2501
Barnes Dennig Private Wealth Management
Ohio
$77.6K +$25.7K +112 +70%
SC
2502
Swan Capital
Florida
$77.3K +$5.51K +24 +10%
CWP
2503
Concord Wealth Partners
Virginia
$74.9K +$229 +1 +0.4%
CWMS
2504
CFG Wealth Management Services
Indiana
$74.8K +$60.1K +262 New
MCI
2505
MRP Capital Investments
Georgia
$74.5K -$22.9K -100 -28%
USB
2506
Union Savings Bank
Connecticut
$74.2K +$59.7K +260 New
CB
2507
Community Bank
New York
$71.3K – – –
TFM
2508
TFC Financial Management
Massachusetts
$71.1K +$918 +4 +2%
SIS
2509
Strategic Investment Solutions
Illinois
$70.8K -$54.1K -236 -49%
UOTTAIMCU
2510
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$70.8K +$9.64K +42 +20%
ACA
2511
American Capital Advisory
Idaho
$70.2K -$5.97K -26 -10%
VNA
2512
Valley National Advisers
Pennsylvania
$70K +$5.51K +24 +11%
HHMI
2513
Howard Hughes Medical Institute
Maryland
$68.8K +$229 +1 +0.4%
SEP
2514
Signature Equity Partners
Ohio
$68K +$54.6K +238 New
CCC
2515
Chelsea Counsel Company
California
$67.1K +$3.44K +15 +7%
VWM
2516
Vermillion Wealth Management
Minnesota
$66.4K +$46.3K +202 +652%
VR
2517
Vision Retirement
New Jersey
$66.3K +$53.2K +232 New
BW
2518
Basepoint Wealth
Iowa
$66K +$53K +231 New
ISWM
2519
Intesa Sanpaolo Wealth Management
$65.6K +$52.8K +230 New
MA
2520
Modus Advisors
Minnesota
$65.2K +$52.3K +228 New
CAL
2521
Capital Advisors Ltd
Ohio
$64K +$7.34K +32 +17%
OCM
2522
Osterweis Capital Management
California
$63.6K – – –
IRAG
2523
Investment Research & Advisory Group
Georgia
$63.6K +$45.9K +200 New
OW
2524
Olistico Wealth
Oklahoma
$63.1K +$50.7K +221 New
CT
2525
Clearstead Trust
Maine
$62.2K -$5.05K -22 -9%
99 100
101
102 103