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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
2551
Valued Wealth Advisors
Utah
$48K +$6.65K +29 +21%
MSWM
2552
Mowery & Schoenfeld Wealth Management
Illinois
$47.1K +$3.9K +17 +11%
TPBG
2553
Turning Point Benefit Group
Maryland
$46.5K +$7.8K +34 +26%
GFA
2554
Godfrey Financial Associates
New York
$45.7K +$36.7K +160 New
PFO
2555
Pioneer Family Office
Florida
$45.7K +$36.7K +160 New
OCM
2556
Osbon Capital Management
Massachusetts
$45.1K +$36.3K +158 New
EIM
2557
Essex Investment Management
Massachusetts
$43.7K – – –
ITIM
2558
Indiana Trust & Investment Management
Indiana
$43.7K – – –
TCOT
2559
Trust Company of Toledo
Ohio
$43.7K – – –
API
2560
Asset Planning Inc
California
$43.6K – – –
DF
2561
Dunhill Financial
United Kingdom
$43.3K +$2.98K +13 +9%
CBT
2562
CoreFirst Bank & Trust
Kansas
$41.7K -$5.05K -22 -13%
NWMP
2563
Noble Wealth Management PBC
Colorado
$40K +$32.1K +140 New
PPC
2564
Park Place Capital
Alabama
$39.1K +$1.15K +5 +4%
SFG
2565
Strive Financial Group
Indiana
$38K +$30.5K +133 New
WAG
2566
Wiser Advisor Group
Arizona
$37.4K – – –
NI
2567
NCP Inc
California
$37.1K +$29.8K +130 New
WAG
2568
Wilkerson Advisory Group
Missouri
$37.1K +$29.8K +130 New
BLC
2569
Brown, Lisle/Cummings
Rhode Island
$34.5K – – –
AT
2570
Arlington Trust
Alabama
$34.2K +$5.74K +25 +26%
LD
2571
Lipe & Dalton
New York
$34K – – –
NWM
2572
Navigoe Wealth Management
California
$34K – – –
TC
2573
Trust Company
Kansas
$32.8K – – –
KA
2574
Kozak & Associates
Colorado
$32K – – –
GIA
2575
GHP Investment Advisors
Colorado
$31.1K +$11.9K +52 +91%
101 102
103
104 105