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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
NLA
3201
Northern Lights Advisors
Washington
$426K +$277K +369 New
CCM
3202
Cloud Capital Management
Washington
$425K +$276K +368 New
WP
3203
WealthShield Partners
North Carolina
$425K -$830K -1,107 -75%
SFCL
3204
Strengthening Families & Communities LLC
Massachusetts
$424K +$39K +52 +16%
SHA
3205
Seneca House Advisors
Virginia
$424K +$276K +368 New
SG
3206
Sherry Group
Arkansas
$424K +$277K +370 New
DFA
3207
Delta Financial Advisors
Louisiana
$424K +$275K +367 New
RIA
3208
Realta Investment Advisors
Delaware
$424K +$275K +367 New
HWP
3209
Highline Wealth Partners
California
$423K +$18K +24 +7%
PWS
3210
Proactive Wealth Strategies
Georgia
$423K +$274K +366 New
WI
3211
Wedgewood Investors
Pennsylvania
$422K +$274K +366 New
GPA
3212
Guidance Point Advisors
Massachusetts
$421K +$274K +365 New
RWS
3213
Resolute Wealth Strategies
Mississippi
$421K +$274K +365 New
RIG
3214
Ramiah Investment Group
Wisconsin
$420K +$273K +364 New
MIM
3215
Macroview Investment Management
Maryland
$418K -$268K -357 -50%
GWM
3216
GSB Wealth Management
Connecticut
$418K +$271K +362 New
WAM
3217
WNY Asset Management
New York
$416K +$271K +361 New
LCM
3218
Landscape Capital Management
New Jersey
$416K -$5.94M -7,920 -96%
GSIS
3219
Global Strategic Investment Solutions
Arizona
$416K +$270K +360 New
NSAM
3220
North Star Asset Management
Wisconsin
$413K +$268K +358 New
LFGO
3221
Legacy Financial Group (Oklahoma)
Oklahoma
$412K +$268K +357 New
TCM
3222
TruNorth Capital Management
Michigan
$412K +$268K +357 New
KFI
3223
Key Financial Inc
Pennsylvania
$411K – – –
BI
3224
Bolthouse Investments
California
$410K +$266K +355 New
CCM
3225
Charter Capital Management
Wisconsin
$410K +$266K +355 New
127 128
129
130 131