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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3051
WealthCare Asset Management
Missouri
$526K +$342K +456 New
BCM
3052
Boltwood Capital Management
California
$525K +$341K +455 New
ZAM
3053
Zevin Asset Management
Massachusetts
$525K +$341K +455 New
KG
3054
Kilter Group
New York
$524K +$3K +4 +0.9%
KDA
3055
Kraft Davis & Associates
Missouri
$523K +$19.5K +26 +5%
CNWM
3056
Clay Northam Wealth Management
California
$523K +$340K +453 New
TSS
3057
Taylor Securities Services
Pennsylvania
$522K +$339K +452 New
AA
3058
ACT Advisors
North Carolina
$522K +$339K +452 New
LWMI
3059
Legacy Wealth Management (Idaho)
Idaho
$522K -$90K -120 -21%
SDWMA
3060
Schneider Downs Wealth Management Advisors
Pennsylvania
$522K +$339K +452 New
PWM
3061
Penobscot Wealth Management
Maine
$522K +$339K +452 New
CWM
3062
Compass Wealth Management
Connecticut
$519K +$337K +450 New
RWM
3063
Reston Wealth Management
Virginia
$517K +$336K +448 New
TCM
3064
TABR Capital Management
California
$516K -$301K -402 -47%
SSCA
3065
South Shore Capital Advisors
Massachusetts
$516K -$151K -201 -31%
SFGP
3066
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$516K +$335K +447 New
BWM
3067
BAM Wealth Management
Colorado
$516K -$255K -340 -43%
WFAG
3068
Worth Financial Advisory Group
North Carolina
$515K +$334K +446 New
PWM
3069
Palumbo Wealth Management
New York
$515K +$334K +446 New
SP
3070
Sequent Planning
Nebraska
$513K +$333K +444 New
TPWM
3071
Twelve Points Wealth Management
Massachusetts
$513K +$333K +444 New
CV
3072
Counterweight Ventures
North Carolina
$513K +$333K +444 New
HWA
3073
Hilltop Wealth Advisors
North Carolina
$513K +$333K +444 New
OWA
3074
Opal Wealth Advisors
New York
$512K -$13.5K -18 -4%
KSWWM
3075
Keyes Stange & Wooten Wealth Management
Florida
$512K +$332K +443 New
121 122
123
124 125