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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
926
Hayden Royal
North Carolina
$263K +$211K +3,503 New
TPWA
927
TRUE Private Wealth Advisors
Oregon
$262K -$46.5K -771 -18%
RIM
928
Rockbridge Investment Management
New York
$259K – – –
AA
929
Apriem Advisors
California
$257K -$63.1K -1,046 -23%
PFGIA
930
Patriot Financial Group Insurance Agency
Massachusetts
$257K -$51.3K -850 -20%
TFF
931
The Family Firm
Maryland
$257K +$192K +3,187 New
SBH
932
Segall Bryant & Hamill
Illinois
$257K +$205K +3,400 New
CH
933
Canton Hathaway
Rhode Island
$256K +$205K +3,400 New
PCA
934
Personal Capital Advisors
California
$255K +$205K +3,398 New
WAP
935
Wealthcare Advisory Partners
Pennsylvania
$254K +$204K +3,379 New
CCB
936
Cutter & Co Brokerage
Missouri
$253K -$106K -1,751 -34%
HWA
937
Heritage Wealth Advisors
Virginia
$252K +$122K +2,020 +151%
AFIA
938
America First Investment Advisors
Nebraska
$251K – – –
GC
939
Grimes & Company
Massachusetts
$251K +$201K +3,335 New
FA
940
FDx Advisors
Illinois
$250K +$200K +3,321 New
SSWM
941
Smith Salley Wealth Management
North Carolina
$249K +$200K +3,311 New
PWMAG
942
Pinnacle Wealth Management Advisory Group
New Jersey
$249K +$200K +3,317 New
ER
943
Enlightenment Research
Florida
$248K +$199K +3,300 New
UAS
944
United Asset Strategies
New York
$248K +$199K +3,305 New
CWA
945
Capital Wealth Alliance
Arizona
$244K +$180K +2,987 New
RWM
946
Ritholtz Wealth Management
New York
$242K +$194K +3,223 New
MWA
947
Meridian Wealth Advisors
Texas
$241K +$193K +3,200 New
CCM
948
Covington Capital Management
California
$240K +$51.6K +855 +37%
TCMP
949
Thrive Capital Management (Pennsylvania)
Pennsylvania
$238K +$191K +3,163 New
CAM
950
Cypress Asset Management
Texas
$238K +$191K +3,170 New
36 37
38
39 40