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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
801
Lyell Wealth Management
California
$1.09M – – –
CCM
802
Cullen Capital Management
New York
$1.08M +$1.3M +12,810 New
GVAG
803
Great Valley Advisor Group
Delaware
$1.07M +$41.2K +405 +3%
SAW
804
Signal Advisors Wealth
Michigan
$1.07M +$13.1K +129 +1%
AAM
805
Advisors Asset Management
Colorado
$1.06M +$704K +6,921 +123%
CFG
806
Cooper Financial Group
California
$1.06M +$104K +1,020 +9%
TAM
807
Trust Asset Management
Texas
$1.06M – – –
IAS
808
Insigneo Advisory Services
Florida
$1.05M +$75.2K +739 +6%
SC
809
Shay Capital
New York
$1.05M – – –
BI
810
Ballast Inc
Kentucky
$1.05M +$91K +895 +8%
CNBTD
811
Citizens National Bank Trust Department
Mississippi
$1.04M +$2.95K +29 +0.2%
KA
812
Kintegral Advisory
New York
$1.03M -$58K -570 -4%
CSA
813
Cornerstone Select Advisors
Missouri
$1.03M +$1.24M +12,216 New
BCM
814
BluePath Capital Management
Georgia
$1.02M +$1.09M +10,710 New
NWM
815
NRI Wealth Management
California
$1.01M +$1.22M +12,002 New
VCM
816
Voleon Capital Management
California
$1.01M +$1.22M +11,969 New
HAM
817
Harmony Asset Management
Arizona
$1.01M +$7.93K +78 +0.7%
MFWP
818
Mosaic Family Wealth Partners
Missouri
$1.01M -$8.34K -82 -0.7%
CCA
819
Catalyst Capital Advisors
New York
$1.01M -$15.6K -153 -1%
KLCM
820
KG&L Capital Management
Louisiana
$1.01M +$60.6K +596 +5%
BCM
821
Brookstone Capital Management
Illinois
$1M +$97.8K +961 +9%
CFO
822
Callan Family Office
Pennsylvania
$1M +$1.21M +11,905 New
HCM
823
Highview Capital Management
Illinois
$1M -$9.46K -93 -0.8%
OC
824
Oakworth Capital
Alabama
$1,000K – – –
TFA
825
Teamwork Financial Advisors
Texas
$997K +$1.21M +11,849 New
31 32
33
34 35