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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
876
Marcum Wealth
Ohio
$414K -$44.8K -669 -10%
EDRH
877
Edmond de Rothschild Holding
Switzerland
$414K +$31.1K +465 +8%
SC
878
Searle & Co
Connecticut
$411K – – –
TFCP
879
Twin Focus Capital Partners
Massachusetts
$411K -$27.5K -410 -6%
MCM
880
Marathon Capital Management
Maryland
$408K – – –
MC
881
Merlin Capital
Rhode Island
$407K +$400K +5,977 New
CW
882
Connectus Wealth
Ohio
$405K -$402 -6 -0.1%
IFS
883
Ifrah Financial Services
Arkansas
$404K +$469 +7 +0.1%
OPA
884
Old Port Advisors
Maine
$403K +$397K +5,927 New
MFG
885
Menard Financial Group
Texas
$396K +$69K +1,030 +21%
CPIG
886
Chicago Partners Investment Group
Illinois
$396K +$38.6K +576 +11%
FG
887
Fiduciary Group
Georgia
$392K – – –
ADL
888
Asset Dedication LLC
California
$391K +$17.4K +260 +5%
AG
889
AIA Group
Hong Kong
$391K -$66.1K -987 -15%
AT
890
Arden Trust
Delaware
$390K -$201 -3 -0.1%
KWA
891
Kingswood Wealth Advisors
California
$388K +$150K +2,240 +65%
CA
892
Cullinan Associates
Kentucky
$388K +$67K +1,000 +21%
TIMH
893
Tilt Investment Management Holdings
New York
$387K – – –
CW
894
CreativeOne Wealth
Kansas
$386K -$16.5K -246 -4%
PHS
895
Pekin Hardy Strauss
Illinois
$383K -$2.21M -32,993 -85%
RWP
896
RWA Wealth Partners
Massachusetts
$383K +$78.6K +1,174 +26%
CWA
897
Consilium Wealth Advisory
Texas
$380K – – –
RCA
898
Ranch Capital Advisors
Florida
$376K +$16.1K +240 +5%
FSA
899
Franklin Street Advisors
North Carolina
$376K – – –
1WA
900
180 Wealth Advisors
Washington
$375K -$14.1K -211 -4%
34 35
36
37 38