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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Aviso Wealth Management
Washington
$752K – – –
FNBOH
902
First National Bank of Hutchinson
Kansas
$748K +$22.7K +223 +3%
CC
903
Courier Capital
New York
$748K +$30.5K +300 +3%
HWAM
904
Hennion & Walsh Asset Management
New Jersey
$735K +$335K +3,289 +60%
MPPLM
905
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$730K +$34.3K +337 +4%
WMP
906
Wealth Management Partners
Arizona
$729K +$79.2K +779 +10%
AFG
907
Atomi Financial Group
New York
$729K +$187K +1,840 +27%
WGC
908
Watts Gwilliam & Co
Arizona
$728K -$81.6K -802 -10%
LWAM
909
Legacy Wealth Asset Management
Minnesota
$723K +$2.54K +25 +0.3%
CA
910
Carson Advisory
Georgia
$723K +$14.1K +139 +2%
LS
911
Livforsakringsbolaget Skandia
Sweden
$720K – – –
TSWM
912
Tyler-Stone Wealth Management
Ohio
$718K -$273K -2,682 -24%
BPWM
913
Badgley Phelps Wealth Managers
Washington
$717K +$626K +6,154 +261%
GLA
914
Good Life Advisors
Pennsylvania
$707K -$18.5K -182 -2%
OWM
915
Orca Wealth Management
Florida
$703K +$850K +8,356 New
CA
916
Commerzbank Aktiengesellschaft
Germany
$703K +$126K +1,239 +18%
SC
917
Syon Capital
California
$703K -$310K -3,052 -27%
GAA
918
Green Alpha Advisors
Colorado
$702K -$72.2K -710 -8%
VAS
919
Vestmark Advisory Solutions
Massachusetts
$700K -$82.4K -810 -9%
EWA
920
Exencial Wealth Advisors
Oklahoma
$697K -$403K -3,963 -32%
MMC
921
Mizuho Markets Cayman
Cayman Islands
$695K -$453K -4,450 -35%
SAM
922
Silvercrest Asset Management
New York
$691K -$153K -1,504 -15%
SWA
923
Stratos Wealth Advisors
Ohio
$691K +$20.8K +204 +3%
VWA
924
Visionary Wealth Advisors
Illinois
$689K -$22K -216 -3%
NP
925
NorthRock Partners
Minnesota
$686K +$17.5K +172 +2%
35 36
37
38 39