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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2751
JPL Wealth Management
Colorado
$153K +$178K +454 New
KG
2752
Kilter Group
New York
$152K -$3.13K -8 -2%
SWIM
2753
Smallwood Wealth Investment Management
New Jersey
$144K +$58.8K +150 +54%
RBC
2754
Roble Belko & Company
Pennsylvania
$144K -$20K -51 -11%
M
2755
MOTCO
Texas
$142K +$5.48K +14 +3%
JEST
2756
JTC Employer Solutions Trustee
Jersey
$141K – – –
CT
2757
Clearstead Trust
Maine
$140K +$77.2K +197 +90%
API
2758
Asset Planning Inc
California
$139K +$102K +260 +170%
AA
2759
Addison Advisors
Vermont
$139K +$92.4K +236 +135%
CW
2760
Curio Wealth
Maryland
$138K +$3.13K +8 +2%
SR
2761
Swiss Re
Switzerland
$138K – – –
NSG
2762
Nalls Sherbakoff Group
Tennessee
$135K – – –
PB
2763
Pinnacle Bancorp
Nebraska
$135K -$5.48K -14 -3%
RAM
2764
Ramirez Asset Management
New York
$132K -$59.1K -151 -37%
CCMI
2765
Creative Capital Management Investments
California
$132K – – –
MCA
2766
Midwest Capital Advisors
Michigan
$131K – – –
KAS
2767
Kemnay Advisory Services
New York
$131K -$23.9K -61 -14%
CSC
2768
Caldwell Sutter Capital
California
$131K +$16.5K +42 +12%
VNA
2769
Valley National Advisers
Pennsylvania
$125K +$48.6K +124 +50%
SC
2770
Solstein Capital
California
$125K – – –
PCA
2771
PMV Capital Advisers
Texas
$124K -$43.9K -112 -23%
C
2772
Covestor
United Kingdom
$123K -$320K -818 -69%
KFI
2773
Key Financial Inc
Pennsylvania
$120K -$3.52K -9 -2%
IRAG
2774
Investment Research & Advisory Group
Georgia
$120K +$50.9K +130 +65%
W
2775
WealthCollab
Washington
$119K +$13.7K +35 +11%
109 110
111
112 113