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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
826
Anchor Investment Management
South Carolina
$428K -$160K -2,490 -27%
FB
827
Fulton Bank
Pennsylvania
$428K +$20.4K +318 +5%
LGA
828
Lebenthal Global Advisors
New York
$428K -$261K -4,064 -37%
DAS
829
Dynamic Advisor Solutions
Arizona
$427K +$96.3K +1,498 +28%
MW
830
Marcum Wealth
Ohio
$426K +$28.9K +450 +7%
AG
831
AIA Group
Hong Kong
$425K -$790K -12,295 -65%
CSS
832
Cubist Systematic Strategies
Connecticut
$423K -$89.8K -1,397 -17%
BWG
833
Beta Wealth Group
California
$423K +$57.9K +900 +16%
WMP
834
Wealth Management Partners
Arizona
$422K +$148K +2,308 +53%
TC
835
TownSquare Capital
Utah
$420K -$4.59M -71,448 -91%
NWA
836
New World Advisors
Massachusetts
$416K – – –
MCA
837
MSH Capital Advisors
Arizona
$416K +$64 +1 +0%
LNC
838
Lincoln National Corp
Pennsylvania
$413K +$21.5K +334 +5%
MGWM
839
Marks Group Wealth Management
Minnesota
$412K +$64 +1 +0%
BAM
840
Belpointe Asset Management
Nevada
$411K -$918K -14,278 -69%
SVCP
841
Silicon Valley Capital Partners
California
$409K +$7.71K +120 +2%
FIM
842
Freedom Investment Management
Connecticut
$409K -$22.8K -355 -5%
MBT
843
Montecito Bank & Trust
California
$408K – – –
TFCP
844
Twin Focus Capital Partners
Massachusetts
$407K +$202K +3,135 +95%
SWM
845
SeaCrest Wealth Management
New York
$406K -$1.99K -31 -0.5%
AA
846
Ancora Advisors
Ohio
$405K – – –
JCM
847
Jacobi Capital Management
Pennsylvania
$404K -$18.3K -285 -4%
WBC
848
Westpac Banking Corp
Australia
$404K -$16.5M -256,907 -98%
ACM
849
Advent Capital Management
New York
$401K +$408K +6,350 New
RWP
850
Revolve Wealth Partners
New Jersey
$401K +$13.8K +215 +4%
32 33
34
35 36