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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2776
Bernardo Wealth Planning
Pennsylvania
$739K +$480K +640 New
SAM
2777
Sompo Asset Management
Japan
$739K -$240K -320 -33%
SIC
2778
Samalin Investment Counsel
New York
$736K -$1.77M -2,363 -79%
EGA
2779
Eagle Global Advisors
Texas
$735K +$478K +637 New
PHS
2780
Pekin Hardy Strauss
Illinois
$733K -$1.4M -1,871 -75%
KFP
2781
KMG Fiduciary Partners
Ohio
$733K +$476K +635 New
CIC
2782
Crawford Investment Counsel
Georgia
$731K -$9K -12 -2%
BAG
2783
Bauman Advisory Group
Nevada
$730K +$474K +632 New
PWM
2784
Puff Wealth Management
New Jersey
$728K +$473K +631 New
CFC
2785
Coyle Financial Counsel
Illinois
$727K +$472K +630 New
FCM
2786
Fogel Capital Management
Florida
$727K +$472K +630 New
ONST
2787
Old North State Trust
North Carolina
$727K -$23.2K -31 -5%
CW
2788
Channel Wealth
California
$726K -$55.5K -74 -11%
TWM
2789
TSA Wealth Management
Texas
$724K +$470K +627 New
AIA
2790
AIMZ Investment Advisors
California
$723K +$469K +626 New
LCM
2791
Leisure Capital Management
California
$721K -$21K -28 -4%
HR
2792
Hardy Reed
Mississippi
$721K +$13.5K +18 +3%
W
2793
WorthPointe
California
$720K -$836K -1,115 -64%
JWM
2794
JPL Wealth Management
Colorado
$720K +$127K +170 +37%
JRPIM
2795
Journey Retirement Planning & Investment Management
Idaho
$715K +$464K +619 New
EW
2796
Element Wealth
Mississippi
$711K +$462K +616 New
IAG
2797
Investmark Advisory Group
Connecticut
$710K +$461K +615 New
BI
2798
Beckerman Institutional
New Jersey
$709K – – –
SWA
2799
Sax Wealth Advisors
New Jersey
$708K +$76.5K +102 +5%
MCM
2800
Morton Capital Management
California
$708K -$25.5K -34 -5%
110 111
112
113 114