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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
3076
Cascade Investment Advisors
Oregon
$491K +$319K +425 New
IAS
3077
Investment Advisory Services
Texas
$491K +$319K +425 New
QFPS
3078
Quantum Financial Planning Services
Washington
$491K +$319K +425 New
DAM
3079
Directional Asset Management
Illinois
$490K +$319K +425 New
RP
3080
Riverwater Partners
Wisconsin
$489K +$318K +424 New
CAP
3081
Cordoba Advisory Partners
New York
$489K -$484K -646 -60%
FAM
3082
Formidable Asset Management
Ohio
$488K +$54.7K +73 +5%
SFG
3083
SageGuard Financial Group
Tennessee
$487K +$316K +422 New
CFS
3084
Cannon Financial Strategists
Georgia
$486K +$316K +421 New
MSA
3085
Marathon Strategic Advisors
Pennsylvania
$486K +$316K +421 New
CAAM
3086
Cornerstone Advisors Asset Management
Pennsylvania
$485K +$315K +420 New
WWM
3087
Waterway Wealth Management
Texas
$485K +$315K +420 New
BBA
3088
BLB&B Advisors
Pennsylvania
$484K +$314K +419 New
VA
3089
Verdad Advisers
Massachusetts
$484K -$2.57M -3,422 -89%
CT
3090
Clearstead Trust
Maine
$484K +$3K +4 +1%
WAG
3091
Wilkerson Advisory Group
Missouri
$482K +$125K +167 +67%
T
3092
Tidemark
California
$481K +$178K +238 +133%
WWMSC
3093
Wagner Wealth Management (South Carolina)
South Carolina
$481K +$313K +417 New
HP
3094
Holistic Planning
Texas
$480K +$312K +416 New
CWMS
3095
Cannon Wealth Management Services
North Carolina
$480K +$312K +416 New
EWP
3096
Elevation Wealth Partners
California
$478K +$220K +294 +245%
FBFS
3097
First Business Financial Services
Wisconsin
$478K +$310K +414 New
MWM
3098
Meadowbrook Wealth Management
New York
$477K -$761K -1,015 -69%
RA
3099
Rational Advisors
New York
$477K -$1.79M -2,381 -85%
MPI
3100
Mairs & Power Inc
Minnesota
$473K -$212K -283 -41%
122 123
124
125 126