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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
2551
Essex Investment Management
Massachusetts
$43.7K – – –
ITIM
2552
Indiana Trust & Investment Management
Indiana
$43.7K – – –
TCOT
2553
Trust Company of Toledo
Ohio
$43.7K – – –
API
2554
Asset Planning Inc
California
$43.6K – – –
DF
2555
Dunhill Financial
United Kingdom
$43.3K +$2.98K +13 +9%
CBT
2556
CoreFirst Bank & Trust
Kansas
$41.7K -$5.05K -22 -13%
NWMP
2557
Noble Wealth Management PBC
Colorado
$40K +$32.1K +140 New
PPC
2558
Park Place Capital
Alabama
$39.1K +$1.15K +5 +4%
SFG
2559
Strive Financial Group
Indiana
$38K +$30.5K +133 New
WAG
2560
Wiser Advisor Group
Arizona
$37.4K – – –
NI
2561
NCP Inc
California
$37.1K +$29.8K +130 New
WAG
2562
Wilkerson Advisory Group
Missouri
$37.1K +$29.8K +130 New
BLC
2563
Brown, Lisle/Cummings
Rhode Island
$34.5K – – –
AT
2564
Arlington Trust
Alabama
$34.2K +$5.74K +25 +26%
LD
2565
Lipe & Dalton
New York
$34K – – –
NWM
2566
Navigoe Wealth Management
California
$34K – – –
TC
2567
Trust Company
Kansas
$32.8K – – –
KA
2568
Kozak & Associates
Colorado
$32K – – –
GIA
2569
GHP Investment Advisors
Colorado
$31.1K +$11.9K +52 +91%
MWA
2570
Medallion Wealth Advisors
Connecticut
$30.8K -$4.59K -20 -16%
LIA
2571
Luken Investment Analytics
Tennessee
$30.8K +$24.8K +108 New
JGCM
2572
Joseph Group Capital Management
Ohio
$30.5K +$24.6K +107 New
CWM
2573
Cranbrook Wealth Management
Michigan
$30.3K – – –
AF
2574
Align Financial
Minnesota
$30K +$6.88M +29,968 New
MAM
2575
Marquette Asset Management
Minnesota
$29.7K +$1.61K +7 +7%
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103
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