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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2776
Clarus Group
Texas
$751K – – –
AFM
2777
Abbot Financial Management
Massachusetts
$750K -$487K -650 -50%
CQWA
2778
Chokshi & Queen Wealth Advisors
California
$750K +$487K +650 New
CPWL
2779
Coquina Private Wealth LLC
Florida
$750K -$37.5K -50 -7%
OPCM
2780
Osborne Partners Capital Management
California
$748K -$95.2K -127 -16%
BCM
2781
Barden Capital Management
Texas
$748K +$486K +648 New
HCP
2782
Holt Capital Partners
Texas
$748K +$486K +648 New
UWM
2783
Urban Wealth Management
California
$748K +$486K +648 New
AM
2784
Atwater Malick
Pennsylvania
$747K +$485K +647 New
JWBC
2785
J.W. Burns & Co
New York
$746K +$484K +646 New
SA
2786
Stewardship Advisors
Pennsylvania
$745K +$484K +645 New
EWM
2787
Elmwood Wealth Management
California
$742K -$16.5K -22 -3%
KCM
2788
Kanawha Capital Management
Virginia
$741K +$4.5K +6 +0.9%
OWCM
2789
One Wealth Capital Management
Arizona
$741K +$481K +642 New
BSWM
2790
Boston Standard Wealth Management
Massachusetts
$741K -$225K -300 -30%
AIA
2791
Accelerate Investment Advisors
California
$740K +$481K +641 New
BWP
2792
Bernardo Wealth Planning
Pennsylvania
$739K +$480K +640 New
SAM
2793
Sompo Asset Management
Japan
$739K -$240K -320 -33%
SIC
2794
Samalin Investment Counsel
New York
$736K -$1.77M -2,363 -79%
EGA
2795
Eagle Global Advisors
Texas
$735K +$478K +637 New
PHS
2796
Pekin Hardy Strauss
Illinois
$733K -$1.4M -1,871 -75%
KFP
2797
KMG Fiduciary Partners
Ohio
$733K +$476K +635 New
CIC
2798
Crawford Investment Counsel
Georgia
$731K -$9K -12 -2%
BAG
2799
Bauman Advisory Group
Nevada
$730K +$474K +632 New
PWM
2800
Puff Wealth Management
New Jersey
$728K +$473K +631 New
110 111
112
113 114