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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
876
Laidlaw Wealth Management
New York
$306K -$104K -1,769 -26%
BMCM
877
Black Maple Capital Management
Wisconsin
$302K +$293K +5,000 New
AT
878
Arden Trust
Delaware
$300K +$292K +4,981 New
GRP
879
Global Retirement Partners
California
$299K -$99.9K -1,705 -26%
BC
880
Brookfield Corp
Ontario, Canada
$298K -$517K -8,827 -64%
CAM
881
Cresset Asset Management
Illinois
$298K +$289K +4,935 New
SIA
882
Soltis Investment Advisors
Utah
$297K -$9.67K -165 -3%
WI
883
Wintrust Investments
Illinois
$296K -$4.28K -73 -1%
AWS
884
Aspen Wealth Strategies
Colorado
$295K – – –
WANY
885
Wealthspire Advisors (New York)
New York
$295K -$547K -9,328 -66%
MFG
886
Merit Financial Group
Georgia
$294K -$130K -2,222 -31%
IFWM
887
Institute for Wealth Management
Colorado
$293K – – –
SP
888
Successful Portfolios
Florida
$293K -$70K -1,195 -20%
EWA
889
EverSource Wealth Advisors
Alabama
$293K -$33.2K -567 -10%
CA
890
Continuum Advisory
Idaho
$293K +$2.11K +36 +0.7%
DBRC
891
D.B. Root & Company
Pennsylvania
$292K +$284K +4,841 New
GAMC
892
Garner Asset Management Corp
Texas
$292K +$20.6K +351 +8%
KFP
893
KB Financial Partners
New Jersey
$292K +$29.6K +505 +12%
DWM
894
Dakota Wealth Management
Florida
$291K +$5.68K +97 +2%
T
895
TOBAM
France
$290K +$66.7K +1,139 +31%
BC
896
Bartlett & Co
Ohio
$287K -$1.52K -26 -0.5%
BCWM
897
Bartlett & Co Wealth Management
Ohio
$287K -$1.52K -26 -0.5%
MFA
898
Morling Financial Advisors
California
$287K +$2.81K +48 +1%
SIAG
899
Safeguard Investment Advisory Group
California
$284K -$137K -2,338 -33%
FAM
900
Formidable Asset Management
Ohio
$280K -$5.86K -100 -2%
34 35
36
37 38