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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
951
Forte Capital
New York
$319K +$317K +3,755 New
MFA
952
Mayflower Financial Advisors
Massachusetts
$317K -$2.11K -25 -0.7%
GC
953
Grimes & Company
Massachusetts
$316K – – –
AA
954
ALPS Advisors
Colorado
$315K – – –
CAN
955
Claraphi Advisory Network
United States
$314K -$709K -8,395 -69%
CIAS
956
Capital Investment Advisory Services
North Carolina
$312K +$16K +190 +5%
1WA
957
180 Wealth Advisors
Washington
$311K +$45K +533 +15%
RFA
958
Reilly Financial Advisors
California
$309K +$42.2K +500 +16%
JWM
959
Jupiter Wealth Management
Colorado
$307K – – –
FHC
960
First Heartland Consultants
Missouri
$307K +$42K +497 +16%
FSA
961
Financial Services Advisory
Maryland
$306K – – –
EN1L
962
Engine No 1 LLC
California
$304K +$302K +3,583 New
TPWA
963
TRUE Private Wealth Advisors
Oregon
$301K +$4.22K +50 +1%
SIM
964
SSI Investment Management
California
$300K +$338 +4 +0.1%
SBH
965
Segall Bryant & Hamill
Illinois
$298K – – –
WPP
966
Whalerock Point Partners
Rhode Island
$297K – – –
SM
967
SG3 Management
Puerto Rico
$297K -$127K -1,500 -30%
BMC
968
Benin Management Corp
Connecticut
$297K – – –
RIM
969
Rockbridge Investment Management
New York
$297K – – –
MWA
970
Meridian Wealth Advisors
Texas
$297K +$75.1K +890 +34%
RC
971
Ronit Capital
United Kingdom
$297K +$295K +3,500 New
MA
972
MONECO Advisors
Connecticut
$296K – – –
AS
973
Altshuler Shaham
Israel
$295K -$7.17K -85 -2%
FWP
974
FAS Wealth Partners
Kansas
$295K – – –
FLPIM
975
F.L. Putnam Investment Management
Massachusetts
$293K -$11K -130 -4%
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