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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2601
Mainsail Asset Management
Alabama
$980K +$261K +348 +43%
BWA
2602
BlueSky Wealth Advisors
North Carolina
$977K +$52.5K +70 +9%
RFM
2603
Royal Fund Management
Florida
$973K -$114K -152 -15%
LWM
2604
LongView Wealth Management
Georgia
$972K +$45.7K +61 +8%
TGIA
2605
Torrey Growth & Income Advisors
California
$971K -$9K -12 -1%
NRS
2606
Neville Rodie & Shaw
New York
$969K – – –
CFG
2607
Carter Financial Group
Illinois
$966K -$81K -108 -11%
FGC
2608
First Growth Capital
Maryland
$966K -$492K -656 -44%
MAMG
2609
Milestone Asset Management Group
Connecticut
$966K +$11.2K +15 +2%
UWS
2610
Unique Wealth Strategies
Illinois
$965K +$627K +836 New
MWP
2611
Meridian Wealth Partners
Pennsylvania
$965K +$101K +135 +19%
BMO
2612
Beck Mack & Oliver
New York
$964K – – –
ZWA
2613
Zinnia Wealth Advisory
Florida
$964K +$48.7K +65 +8%
MTC
2614
Matrix Trust Company
Colorado
$963K -$558K -744 -47%
FHC
2615
First Horizon Corporation
Tennessee
$963K -$3K -4 -0.5%
IA
2616
IFC Advisors
California
$962K +$625K +833 New
BB
2617
Berkshire Bank
Massachusetts
$960K -$28.5K -38 -4%
FMP
2618
Financial Management Professionals
Texas
$959K +$37.5K +50 +6%
CA
2619
Cannon Advisors
North Carolina
$959K +$731K +975 New
WJS
2620
William John Sempolinski
Massachusetts
$958K +$52.5K +70 +9%
TCM
2621
Thomist Capital Management
Texas
$958K +$622K +830 New
NF
2622
Nikulski Financial
Iowa
$955K -$150K -200 -19%
IWN
2623
Independent Wealth Network
Iowa
$951K -$280K -373 -31%
QFA
2624
Quattro Financial Advisors
Texas
$949K -$814K -1,085 -57%
AW
2625
Avion Wealth
Texas
$948K +$72.7K +97 +13%
103 104
105
106 107