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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
926
International Assets Investment Management
Florida
$1.02M +$2.61M +27,983 +19%
FIA
927
Foundations Investment Advisors
Arizona
$1.02M +$160K +1,713 +26%
NB
928
Northwest Bancshares
Pennsylvania
$1.01M -$5.88K -63 -0.8%
QI
929
Qtron Investments
Massachusetts
$1.01M – – –
DT
930
Diversified Trust
Tennessee
$1.01M +$292K +3,122 +61%
CA
931
CoreCap Advisors
Michigan
$1.01M -$81.8K -876 -10%
CWM
932
Concentrum Wealth Management
California
$1.01M +$25.5K +273 +3%
RCA
933
Roberts Capital Advisors
Colorado
$998K – – –
CA
934
Carson Advisory
Georgia
$991K -$42K -450 -5%
LCM
935
Landscape Capital Management
New Jersey
$987K -$2M -21,430 -73%
AAP
936
Arax Advisory Partners
Colorado
$986K +$65K +696 +10%
OAM
937
Oxford Asset Management
United Kingdom
$978K +$65.3K +699 +10%
VF
938
Vest Financial
Virginia
$972K +$116K +1,244 +19%
FB
939
Fulton Bank
Pennsylvania
$968K -$8.97K -96 -1%
AWA
940
Aaron Wealth Advisors
Illinois
$968K +$38.7K +414 +6%
TSW
941
Thompson Siegel & Walmsley
Virginia
$960K -$215K -2,302 -23%
BJL
942
Brighton Jones LLC
Washington
$959K +$13.8K +148 +2%
RLH
943
RD Lewis Holdings
Florida
$959K -$60.7K -650 -7%
CI
944
CX Institutional
Indiana
$957K -$8.69K -93 -1%
GAA
945
Green Alpha Advisors
Colorado
$952K -$47.9K -513 -6%
AWM
946
Ameliora Wealth Management
Switzerland
$941K +$525K +5,625 +280%
WC
947
Whitney & Co
New York
$937K -$6.53M -69,906 -90%
GBT
948
Grove Bank & Trust
Florida
$931K -$83K -889 -11%
BWM
949
Biltmore Wealth Management
Arizona
$928K -$8.69K -93 -1%
BFM
950
Boothbay Fund Management
New York
$924K +$700K +7,497 New
36 37
38
39 40