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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3026
Allegheny Financial Group
Pennsylvania
$527K -$339K -452 -50%
HA
3027
Helium Advisors
Washington
$526K +$342K +456 New
CCMI
3028
Creative Capital Management Investments
California
$526K +$49.5K +66 +17%
WAM
3029
WealthCare Asset Management
Missouri
$526K +$342K +456 New
BCM
3030
Boltwood Capital Management
California
$525K +$341K +455 New
ZAM
3031
Zevin Asset Management
Massachusetts
$525K +$341K +455 New
KG
3032
Kilter Group
New York
$524K +$3K +4 +0.9%
KDA
3033
Kraft Davis & Associates
Missouri
$523K +$19.5K +26 +5%
CNWM
3034
Clay Northam Wealth Management
California
$523K +$340K +453 New
TSS
3035
Taylor Securities Services
Pennsylvania
$522K +$339K +452 New
AA
3036
ACT Advisors
North Carolina
$522K +$339K +452 New
LWMI
3037
Legacy Wealth Management (Idaho)
Idaho
$522K -$90K -120 -21%
SDWMA
3038
Schneider Downs Wealth Management Advisors
Pennsylvania
$522K +$339K +452 New
PWM
3039
Penobscot Wealth Management
Maine
$522K +$339K +452 New
CWM
3040
Compass Wealth Management
Connecticut
$519K +$337K +450 New
RWM
3041
Reston Wealth Management
Virginia
$517K +$336K +448 New
TCM
3042
TABR Capital Management
California
$516K -$301K -402 -47%
SSCA
3043
South Shore Capital Advisors
Massachusetts
$516K -$151K -201 -31%
SFGP
3044
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$516K +$335K +447 New
BWM
3045
BAM Wealth Management
Colorado
$516K -$255K -340 -43%
WFAG
3046
Worth Financial Advisory Group
North Carolina
$515K +$334K +446 New
PWM
3047
Palumbo Wealth Management
New York
$515K +$334K +446 New
SP
3048
Sequent Planning
Nebraska
$513K +$333K +444 New
TPWM
3049
Twelve Points Wealth Management
Massachusetts
$513K +$333K +444 New
CV
3050
Counterweight Ventures
North Carolina
$513K +$333K +444 New
120 121
122
123 124