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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
676
U.S. Capital Wealth Advisors
Texas
$1.02M +$5.69K +85 +0.6%
IWM
677
IHT Wealth Management
Illinois
$1.01M -$4.49K -67 -0.5%
PGFC
678
Peapack-Gladstone Financial Corp
New Jersey
$1M +$40.5K +605 +4%
CGA
679
Crescent Grove Advisors
Illinois
$1M – – –
SWP
680
Stratos Wealth Partners
Ohio
$996K +$90.8K +1,355 +10%
MFG
681
Mainsail Financial Group
Washington
$995K +$44.8K +669 +5%
XT
682
XTX Topco
Cayman Islands
$991K +$452K +6,747 +86%
RIA
683
Realta Investment Advisors
Delaware
$989K -$6.7K -100 -0.6%
BWP
684
Balboa Wealth Partners
Arizona
$973K -$202K -3,009 -17%
CT
685
Coastline Trust
Rhode Island
$966K – – –
HWM
686
HB Wealth Management
Georgia
$958K +$298K +4,456 +46%
IP
687
Interval Partners
New York
$952K -$616K -9,200 -40%
MA
688
Montag & Associates
Georgia
$942K +$807K +12,050 +669%
EWA
689
EP Wealth Advisors
California
$941K -$2.16M -32,317 -70%
PAM
690
Panagora Asset Management
Massachusetts
$940K +$129K +1,923 +16%
NFGCM
691
Norman Fields Gottscho Capital Management
New York
$939K -$22.1K -330 -2%
NAS
692
Nicolet Advisory Services
Wisconsin
$938K -$3.62K -54 -0.4%
STA
693
Summit Trail Advisors
New York
$937K +$106K +1,581 +13%
TSW
694
Thompson Siegel & Walmsley
Virginia
$935K -$4.15K -62 -0.4%
MOS
695
MGO One Seven
Ohio
$933K +$654K +9,765 +247%
FFM
696
Forum Financial Management
Illinois
$933K +$2.28K +34 +0.2%
CAM
697
Cidel Asset Management
Ontario, Canada
$932K – – –
DS
698
DRW Securities
Illinois
$931K -$6.59M -98,434 -88%
PWM
699
Penobscot Wealth Management
Maine
$931K -$22.6K -338 -2%
SPIA
700
Steward Partners Investment Advisory
New York
$927K +$25.6K +382 +3%
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