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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MAMG
2501
Milestone Asset Management Group
Connecticut
$277K +$45.8K +117 +17%
SCA
2502
Sandy Cove Advisors
Massachusetts
$277K +$9.01K +23 +3%
FC
2503
Fjell Capital
North Dakota
$277K – – –
KMWM
2504
Keudell/Morrison Wealth Management
Oregon
$277K -$112K -287 -26%
NG
2505
Northstar Group
New York
$274K -$19.6K -50 -6%
KDA
2506
Kraft Davis & Associates
Missouri
$274K +$210K +535 New
FGWP
2507
Founders Grove Wealth Partners
Virginia
$274K +$317K +810 New
PUI
2508
Purpose Unlimited Inc
$274K +$3.92K +10 +1%
ELM
2509
Elite Life Management
Florida
$273K +$143K +366 New
PWP
2510
Perfromance Wealth Partners
Illinois
$273K +$24.7K +63 +8%
BAS
2511
Breakthru Advisory Services
Wisconsin
$273K +$317K +809 New
TWM
2512
Triton Wealth Management
Arizona
$273K +$12.1K +31 +4%
AI
2513
Arrien Investments
Idaho
$272K -$84.6K -216 -21%
MAM
2514
Mainsail Asset Management
Alabama
$272K +$7.44K +19 +2%
WF
2515
Warner Financial
Maryland
$272K – – –
OIM
2516
Oder Investment Management
California
$272K – – –
SCA
2517
Stonebridge Capital Advisors
Minnesota
$272K +$6.66K +17 +2%
BMCM
2518
Bryn Mawr Capital Management
Pennsylvania
$272K +$6.66K +17 +2%
PPC
2519
Pennington Partners & Co
Maryland
$272K +$315K +803 New
LGG
2520
Luts & Greenleigh Group
Maryland
$271K +$24.7K +63 +9%
EWS
2521
Evergreen Wealth Solutions
Pennsylvania
$271K +$315K +803 New
MWM
2522
Melfa Wealth Management
Massachusetts
$271K – – –
AFAS
2523
Acorn Financial Advisory Services
Virginia
$271K +$314K +802 New
FNA
2524
First National Advisers
Nebraska
$271K +$314K +801 New
AFG
2525
Artesa Financial Group
Texas
$271K -$19.6K -50 -6%
99 100
101
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