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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Segment Wealth Management
Texas
$1.26M +$1.21M +9,571 New
BWM
902
Biltmore Wealth Management
Arizona
$1.26M -$122K -970 -9%
GSEP
903
Golden State Equity Partners
California
$1.25M +$1.2M +9,522 New
OHIS
904
Oak Harvest Investment Services
Texas
$1.25M +$126K +1,000 +12%
GVAG
905
Great Valley Advisor Group
Delaware
$1.24M -$370K -2,936 -24%
FIA
906
FNY Investment Advisers
New York
$1.24M -$790K -6,267 -40%
FFL
907
Future Fund LLC
Illinois
$1.23M +$505K +4,011 +75%
FCP
908
Fidelis Capital Partners
Florida
$1.23M -$38.2K -303 -2%
AWM
909
Aviso Wealth Management
Washington
$1.22M +$7.43K +59 +0.6%
BTI
910
Blue Trust Inc
Georgia
$1.21M +$273K +2,163 +27%
PRS
911
Pinkerton Retirement Specialists
Idaho
$1.21M +$1.16M +9,203 New
SAM
912
Smartleaf Asset Management
Massachusetts
$1.21M +$220K +1,744 +24%
MG
913
Marex Group
$1.2M -$1.05M -8,323 -48%
EWM
914
Empirical Wealth Management
Washington
$1.19M +$899K +7,131 +370%
AAM
915
Augustine Asset Management
Florida
$1.19M – – –
VFA
916
Valeo Financial Advisors
Indiana
$1.19M -$7.56K -60 -0.7%
CCG
917
Ceeto Capital Group
Florida
$1.18M -$126K -1,000 -10%
CCP
918
Carmel Capital Partners
California
$1.18M -$991K -7,861 -47%
HS
919
HighVista Strategies
Massachusetts
$1.17M -$567K -4,500 -34%
HBW
920
Hazlett, Burt & Watson
West Virginia
$1.16M +$10.3K +82 +0.9%
SCM
921
Semanteon Capital Management
Massachusetts
$1.15M -$285K -2,262 -21%
NRD
922
Nebula Research & Development
New York
$1.14M -$1.21M -9,598 -52%
PAS
923
Point72 Asia (Singapore)
Singapore
$1.14M +$1.09M +8,684 New
SPA
924
Sherbrooke Park Advisers
New York
$1.14M -$678K -5,381 -38%
FHB
925
First Hawaiian Bank
Hawaii
$1.13M -$102K -807 -9%
35 36
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