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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
3101
Directional Asset Management
Illinois
$490K +$319K +425 New
RP
3102
Riverwater Partners
Wisconsin
$489K +$318K +424 New
CAP
3103
Cordoba Advisory Partners
New York
$489K -$484K -646 -60%
FAM
3104
Formidable Asset Management
Ohio
$488K +$54.7K +73 +5%
SFG
3105
SageGuard Financial Group
Tennessee
$487K +$316K +422 New
CFS
3106
Cannon Financial Strategists
Georgia
$486K +$316K +421 New
MSA
3107
Marathon Strategic Advisors
Pennsylvania
$486K +$316K +421 New
CAAM
3108
Cornerstone Advisors Asset Management
Pennsylvania
$485K +$315K +420 New
WWM
3109
Waterway Wealth Management
Texas
$485K +$315K +420 New
BBA
3110
BLB&B Advisors
Pennsylvania
$484K +$314K +419 New
VA
3111
Verdad Advisers
Massachusetts
$484K -$2.57M -3,422 -89%
CT
3112
Clearstead Trust
Maine
$484K +$3K +4 +1%
WAG
3113
Wilkerson Advisory Group
Missouri
$482K +$125K +167 +67%
T
3114
Tidemark
California
$481K +$178K +238 +133%
WWMSC
3115
Wagner Wealth Management (South Carolina)
South Carolina
$481K +$313K +417 New
HP
3116
Holistic Planning
Texas
$480K +$312K +416 New
CWMS
3117
Cannon Wealth Management Services
North Carolina
$480K +$312K +416 New
EWP
3118
Elevation Wealth Partners
California
$478K +$220K +294 +245%
FBFS
3119
First Business Financial Services
Wisconsin
$478K +$310K +414 New
MWM
3120
Meadowbrook Wealth Management
New York
$477K -$761K -1,015 -69%
RA
3121
Rational Advisors
New York
$477K -$1.79M -2,381 -85%
MPI
3122
Mairs & Power Inc
Minnesota
$473K -$212K -283 -41%
FH
3123
Financial Harvest
Florida
$473K +$307K +410 New
RCG
3124
Regatta Capital Group
California
$472K +$307K +409 New
GCP
3125
Gill Capital Partners
Colorado
$472K -$75K -100 -20%
123 124
125
126 127