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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
726
Brasada Capital Management
Texas
$294K +$104K +2,000 +40%
OPFM
727
Optimus Prime Fund Management
Cayman Islands
$294K +$364K +7,000 New
MAFM
728
Mid Atlantic Financial Management
Pennsylvania
$291K -$41.9K -805 -10%
IFWM
729
Institute for Wealth Management
Colorado
$287K +$355K +6,834 New
MA
730
Mutual Advisors
Nebraska
$282K -$73.4K -1,412 -17%
SC
731
Savant Capital
Illinois
$279K +$1.82K +35 +0.5%
IWM
732
IHT Wealth Management
Illinois
$278K -$133K -2,560 -28%
WCM
733
Weld Capital Management
New York
$277K -$596K -11,456 -63%
EI
734
Ethic Inc
New York
$277K +$17.8K +343 +5%
CT
735
Columbia Trust
Oregon
$275K -$15.1K -291 -4%
ADL
736
Asset Dedication LLC
California
$274K +$228K +4,379 +207%
CLOS
737
Compagnie Lombard Odier SCmA
Switzerland
$273K -$18.2K -350 -5%
BG
738
Bahl & Gaynor
Ohio
$272K +$336K +6,465 New
MIM
739
Marco Investment Management
Georgia
$271K – – –
FB
740
Fulton Bank
Pennsylvania
$269K -$47.8K -919 -13%
SAM
741
Strategy Asset Managers
California
$269K -$29.4K -565 -8%
VCP
742
Verus Capital Partners
Arizona
$265K -$931K -17,904 -74%
AF
743
Advisornet Financial
Minnesota
$265K +$36.4K +700 +12%
TCM
744
Thames Capital Management
New Jersey
$264K -$5.14M -98,841 -94%
DT
745
Diversified Trust
Tennessee
$264K +$24.5K +471 +8%
TFO
746
Tarbox Family Office
California
$262K – – –
EF
747
Empirical Finance
Pennsylvania
$261K -$1.24M -23,817 -79%
NB
748
Northwest Bancshares
Pennsylvania
$261K – – –
ISWM
749
Independent Solutions Wealth Management
New York
$261K +$18.4K +353 +6%
FI
750
FormulaFolio Investments
Michigan
$259K -$59.6K -1,146 -16%
28 29
30
31 32