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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
ZCA
701
Zeke Capital Advisors
Pennsylvania
$804K +$160K +2,360 +19%
T
702
TCWP
Ohio
$796K +$237K +3,485 +32%
CI
703
Cigna Investments
Connecticut
$793K -$365K -5,381 -27%
CSB
704
City State Bank
Iowa
$792K -$26.8K -394 -3%
LA
705
Lifeworks Advisors
Michigan
$791K +$26.1K +384 +3%
SIA
706
Soltis Investment Advisors
Utah
$790K +$970K +14,283 New
CA
707
Carson Advisory
Georgia
$786K +$479K +7,050 +98%
MWM
708
Meridian Wealth Management
Kentucky
$783K +$507K +7,466 +112%
SP
709
Symmetry Partners
Connecticut
$781K +$53.2K +783 +6%
WAP
710
Wealthcare Advisory Partners
Pennsylvania
$777K +$62.3K +918 +7%
CG
711
Colony Group
Massachusetts
$773K -$636K -9,369 -40%
ARC
712
Advisor Resource Council
Texas
$771K +$948K +13,956 New
PP
713
Paloma Partners
Connecticut
$770K +$165K +2,436 +21%
LWM
714
Lyell Wealth Management
California
$767K -$34K -500 -3%
ADBIC
715
A.D. Beadell Investment Counsel
Wisconsin
$767K +$679 +10 +0.1%
QI
716
Qtron Investments
Massachusetts
$767K +$943K +13,883 New
SFA
717
Sequoia Financial Advisors
Ohio
$765K -$42.4K -624 -4%
CAM
718
Cidel Asset Management
Ontario, Canada
$757K – – –
KA
719
Kintegral Advisory
New York
$756K +$19.6K +289 +2%
UIA
720
UBP Investment Advisors
Switzerland
$750K +$922K +13,574 New
KFA
721
Kelleher Financial Advisors
New York
$748K +$69.3K +1,020 +8%
MA
722
Mutual Advisors
Nebraska
$744K +$306K +4,508 +50%
AC
723
AlphaCore Capital
California
$739K +$355K +5,230 +64%
DWT
724
Dorsey & Whitney Trust
South Dakota
$726K +$170K +2,496 +24%
CGL
725
Clarius Group LLC
Washington
$722K +$71.9K +1,059 +9%
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