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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
751
Clear Creek Financial Management
Washington
$338K -$525K -10,990 -65%
EI
752
Ethic Inc
New York
$336K +$299K +6,254 New
TFO
753
Tarbox Family Office
California
$335K +$279K +5,841 +1,475%
CG
754
Colony Group
Massachusetts
$334K -$90.6K -1,897 -23%
MSAM
755
Moloney Securities Asset Management
Missouri
$333K -$136K -2,850 -31%
NB
756
Northwest Bancshares
Pennsylvania
$333K – – –
SCA
757
Snowden Capital Advisors
New York
$331K -$59.7K -1,250 -17%
FRM
758
Fox Run Management
Connecticut
$330K +$293K +6,138 New
NL
759
NWAM LLC
Washington
$328K -$100K -2,100 -26%
MMA
760
Miracle Mile Advisors
California
$328K -$2.05K -43 -0.7%
CAW
761
Cornerstone Advisors (Washington)
Washington
$328K +$232K +4,849 +388%
SW
762
SVB Wealth
Massachusetts
$328K +$291K +6,104 New
RCG
763
Rock Creek Group
District of Columbia
$327K +$24.9K +522 +9%
KPCM
764
Kings Point Capital Management
New York
$326K -$21.5K -450 -7%
NFG
765
Next Financial Group
Texas
$325K -$6.3K -132 -2%
PGFC
766
Peapack-Gladstone Financial Corp
New Jersey
$325K +$44.6K +934 +18%
MPCG
767
Matrix Private Capital Group
New York
$325K +$289K +6,051 New
HIS
768
Harvest Investment Services
Illinois
$320K -$2.01K -42 -0.7%
FAM
769
Formidable Asset Management
Ohio
$319K +$50.1K +1,050 +22%
CCA
770
Checchi Capital Advisers
California
$318K -$3.77K -79 -1%
EMG
771
ETF Managers Group
New Jersey
$318K +$65.9K +1,381 +30%
ATFA
772
All Terrain Financial Advisors
Minnesota
$317K -$248K -5,200 -47%
MYIA
773
Mount Yale Investment Advisors
Colorado
$317K +$286K +5,979 New
DWT
774
Dorsey & Whitney Trust
South Dakota
$316K +$15.2K +318 +6%
ISWM
775
Independent Solutions Wealth Management
New York
$314K +$279K +5,844 New
29 30
31
32 33