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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MPPLM
951
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$410K +$31.2K +366 +7%
FC
952
Forte Capital
New York
$409K – – –
IFWM
953
Institute for Wealth Management
Colorado
$407K -$255K -2,995 -36%
PWPS
954
Pinnacle Wealth Planning Services
Ohio
$407K +$50.3K +590 +13%
DMBA
955
Deseret Mutual Benefit Administrators
Utah
$406K -$52.6K -617 -11%
FAM
956
Formidable Asset Management
Ohio
$405K -$5.54K -65 -1%
PTC
957
Private Trust Company
Ohio
$400K +$85 +1 +0%
JF
958
Jump Financial
Illinois
$399K -$613K -7,186 -58%
OTPPB
959
Ontario Teachers' Pension Plan Board
Ontario, Canada
$397K +$435K +5,103 New
SSG
960
Summit Securities Group
New York
$395K -$7.14M -83,696 -94%
TSWM
961
Tyler-Stone Wealth Management
Ohio
$393K -$27.5K -322 -6%
TCM
962
Traynor Capital Management
Pennsylvania
$391K -$99.2K -1,164 -19%
BOTW
963
Bank of the West
California
$390K -$21.3K -250 -5%
FSA
964
Franklin Street Advisors
North Carolina
$389K – – –
IAN
965
Integrated Advisors Network
Texas
$387K -$1.03M -12,084 -71%
GIM
966
Goelzer Investment Management
Indiana
$387K – – –
NF
967
Nikulski Financial
Iowa
$387K – – –
WE
968
Wealth Effects
Massachusetts
$387K +$3.41K +40 +0.8%
JWM
969
Jupiter Wealth Management
Colorado
$385K +$102K +1,200 +32%
THWM
970
Taylor Hoffman Wealth Management
Virginia
$383K – – –
BFM
971
Boothbay Fund Management
New York
$381K -$4.99M -58,552 -92%
MFA
972
Mayflower Financial Advisors
Massachusetts
$378K +$5.03K +59 +1%
GVAG
973
Great Valley Advisor Group
Delaware
$375K -$160K -1,875 -30%
AA
974
ALPS Advisors
Colorado
$375K +$410K +4,815 New
OPS
975
Orion Portfolio Solutions
Nebraska
$374K +$74.1K +869 +22%
37 38
39
40 41