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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$712K -$13.2K -156 -2%
SFO
802
Standard Family Office
South Dakota
$710K – – –
OPPTF
803
OPSEU Pension Plan Trust Fund
Ontario, Canada
$709K +$13.7K +161 +2%
CAC
804
Certified Advisory Corp
Florida
$702K +$676K +7,963 New
ARTA
805
A.R.T. Advisors
New York
$697K +$670K +7,900 New
CLOS
806
Compagnie Lombard Odier SCmA
Switzerland
$690K -$74.7K -880 -10%
SFG
807
Sovereign Financial Group
Connecticut
$690K +$216K +2,550 +48%
DI
808
Dalton Investments
Nevada
$685K -$1.1M -12,922 -62%
CC
809
Courier Capital
New York
$684K +$2.54K +30 +0.4%
WA
810
Wealth Advisors
California
$684K +$8.48K +100 +1%
DWT
811
Dorsey & Whitney Trust
South Dakota
$683K +$146K +1,717 +28%
CPIG
812
Chicago Partners Investment Group
Illinois
$681K +$182K +2,140 +38%
TC
813
Truvestments Capital
Florida
$676K +$85.5K +1,008 +15%
OWA
814
Octavia Wealth Advisors
Ohio
$674K -$39.7K -468 -6%
CFGS
815
Concourse Financial Group Securities
Alabama
$666K -$21.7K -256 -3%
IWM
816
IHT Wealth Management
Illinois
$664K +$84.2K +993 +15%
EMG
817
ETF Managers Group
New Jersey
$660K +$86.7K +1,022 +15%
TI
818
Tidal Investments
Wisconsin
$660K +$124K +1,466 +24%
FAM
819
Fulcrum Asset Management
United Kingdom
$659K – – –
CA
820
Calton & Associates
Florida
$656K -$90.1K -1,062 -13%
NL
821
NWAM LLC
Washington
$655K +$18.7K +220 +3%
TCOO
822
Trust Company of Oklahoma
Oklahoma
$644K -$165K -1,947 -21%
AAM
823
Advisors Asset Management
Colorado
$644K +$158K +1,860 +34%
BC
824
Burney Company
Virginia
$638K +$2.97K +35 +0.5%
BJL
825
Brighton Jones LLC
Washington
$631K +$21K +248 +4%
31 32
33
34 35