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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
701
United Capital Financial Advisors
Texas
$339K -$477K -9,170 -53%
MIA
702
MainStreet Investment Advisors
Illinois
$339K +$419K +8,067 New
TW
703
TrinityPoint Wealth
Connecticut
$338K +$418K +8,040 New
CFG
704
Cooper Financial Group
California
$337K +$78.1K +1,502 +23%
WC
705
Weil Company
California
$336K -$29.9K -576 -7%
CQS
706
Credential Qtrade Securities
$336K +$45.9K +882 +12%
WC
707
Wexford Capital
Florida
$330K +$408K +7,838 New
IFS
708
Ifrah Financial Services
Arkansas
$325K -$7.85K -151 -2%
RWP
709
RWA Wealth Partners
Massachusetts
$324K – – –
LOAMS
710
Lombard Odier Asset Management (Switzerland)
Switzerland
$324K +$143K +2,743 +55%
RIA
711
Realta Investment Advisors
Delaware
$323K -$155K -2,979 -28%
OFS
712
OneAscent Financial Services
Alabama
$320K -$74.2K -1,427 -16%
CC
713
Courier Capital
New York
$320K – – –
TFS
714
Thoroughbred Financial Services
Tennessee
$320K +$8.53K +164 +2%
HC
715
HNP Capital
New York
$320K +$401K +7,720 New
GAM
716
Gotham Asset Management
New York
$318K -$2.51M -48,308 -86%
PIM
717
Parker Investment Management
California
$316K +$391K +7,521 New
IA
718
IFP Advisors
Florida
$315K +$85.8K +1,650 +30%
QCG
719
Quadrant Capital Group
Ohio
$309K +$97.4K +1,874 +34%
MPIA
720
Mountain Pacific Investment Advisers
Idaho
$302K -$73.5K -1,413 -16%
CAW
721
Cornerstone Advisors (Washington)
Washington
$302K +$56.7K +1,091 +18%
VWM
722
Vigilare Wealth Management
Arizona
$302K +$84.6K +1,627 +29%
BJL
723
Brighton Jones LLC
Washington
$301K -$73.7K -1,417 -17%
EMG
724
ETF Managers Group
New Jersey
$297K +$35.6K +684 +11%
LAM
725
L2 Asset Management
Massachusetts
$294K +$27.7K +533 +8%
27 28
29
30 31