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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
801
GeoWealth Management
Illinois
$841K +$88.5K +1,133 +14%
CWA
802
Consilium Wealth Advisory
Texas
$832K +$698K +8,937 New
FHA
803
First Horizon Advisors
Tennessee
$831K -$191K -2,452 -22%
EF
804
Empowered Funds
Pennsylvania
$831K +$696K +8,918 New
SWM
805
Shelton Wealth Management
Texas
$819K +$687K +8,796 New
BMCM
806
Burns Matteson Capital Management
New York
$815K +$266K +3,412 +64%
HA
807
Harfst & Associates
Wyoming
$813K +$44.8K +574 +7%
RCA
808
Roberts Capital Advisors
Colorado
$809K +$678K +8,680 New
AAM
809
Ascension Asset Management
New York
$808K -$15.6K -200 -2%
CA
810
CoreCap Advisors
Michigan
$807K +$677K +8,665 New
MPM
811
MBB Public Markets
Illinois
$806K +$676K +8,654 New
FAIM
812
Financial Advocates Investment Management
Washington
$803K +$19.1K +245 +3%
EWA
813
EP Wealth Advisors
California
$798K -$14.7K -188 -2%
LG
814
LaFleur & Godfrey
Michigan
$796K +$668K +8,550 New
SWM
815
Sendero Wealth Management
Texas
$796K +$4.52M +57,932 New
CC
816
Courier Capital
New York
$793K -$54.7K -700 -8%
M
817
Mirova
France
$793K +$665K +8,523 New
BIAS
818
Beacon Investment Advisory Services
New Jersey
$788K +$56.8K +728 +9%
ANRIA
819
American National Registered Investment Advisor
Texas
$786K – – –
NFSG
820
Newbridge Financial Services Group
Florida
$785K +$24.2K +310 +4%
FHA
821
Flagship Harbor Advisors
Massachusetts
$783K +$259K +3,316 +65%
PPP
822
Private Portfolio Partners
New Jersey
$780K -$9.45K -121 -1%
DWT
823
Dorsey & Whitney Trust
South Dakota
$777K +$50K +640 +8%
LWM
824
Laidlaw Wealth Management
New York
$776K +$651K +8,335 New
MWM
825
Modera Wealth Management
New Jersey
$774K +$649K +8,307 New
31 32
33
34 35