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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
576
Corient Capital Partners
California
$242K -$41K -1,400 -15%
MCM
577
McKinley Capital Management
Alaska
$240K – – –
BCM
578
Bourgeon Capital Management
Connecticut
$239K +$234K +8,000 New
DC
579
Davenport & Co
Virginia
$237K +$232K +7,925 New
ARMT
580
Amica Retiree Medical Trust
Rhode Island
$236K – – –
AWM
581
Avior Wealth Management
Nebraska
$235K -$382K -13,050 -62%
HSA
582
HBK Sorce Advisory
Pennsylvania
$235K +$230K +7,876 New
CWM
583
Concert Wealth Management
California
$234K -$98.2K -3,357 -30%
PA
584
Parallel Advisors
California
$232K +$10.8K +369 +5%
CPA
585
Capital Planning Advisors
California
$231K – – –
CC
586
Courier Capital
New York
$231K – – –
CCM
587
Coldstream Capital Management
Washington
$230K +$226K +7,707 New
SLF
588
Sun Life Financial
Ontario, Canada
$225K +$220K +7,516 +46,975%
WIM
589
Westside Investment Management
California
$224K -$22.9K -784 -10%
SI
590
Stephens Inc
Arkansas
$220K +$216K +7,374 New
OC
591
Oakworth Capital
Alabama
$219K – – –
BRWA
592
B. Riley Wealth Advisors
Florida
$218K -$132K -4,510 -38%
FRM
593
Fox Run Management
Connecticut
$218K +$214K +7,300 New
GCA
594
Gideon Capital Advisors
New York
$212K +$208K +7,100 New
FPC
595
Falcon Point Capital
California
$205K +$201K +6,870 New
SMFG
596
Sumitomo Mitsui Financial Group
Japan
$200K +$186K +6,360 New
AIM
597
Advantage Investment Management
Iowa
$195K +$156K +5,344 +445%
DSN
598
D. Scott Neal
Kentucky
$190K +$186K +6,352 New
PCM
599
Penserra Capital Management
California
$183K -$119K -4,076 -40%
WAM
600
Wealthspire Advisors (Maryland)
Maryland
$179K -$87K -2,974 -33%
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