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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
WG
951
Welch Group
Alabama
$227K – – –
DWM
952
Dakota Wealth Management
Florida
$227K +$263K +4,530 New
MA
953
MONECO Advisors
Connecticut
$226K -$11.5K -198 -4%
BTI
954
Blue Trust Inc
Georgia
$226K +$75.1K +1,294 +46%
GAMC
955
Garner Asset Management Corp
Texas
$225K +$2.38K +41 +0.9%
NFC
956
Northeast Financial Consultants
Connecticut
$223K – – –
BSW
957
Buckingham Strategic Wealth
Missouri
$223K +$26.3K +454 +11%
PP
958
Patten & Patten
Tennessee
$221K – – –
RT
959
Rockland Trust
Massachusetts
$221K – – –
WA
960
WP Advisors
California
$221K +$256K +4,409 New
MIM
961
Marco Investment Management
Georgia
$220K – – –
NF
962
Nvest Financial
New Hampshire
$219K -$25.5K -440 -9%
BAM
963
Berkshire Asset Management
Pennsylvania
$219K -$8.93K -154 -3%
CF
964
Centaurus Financial
California
$219K +$17.3K +298 +7%
SWM
965
Sendero Wealth Management
Texas
$218K -$263K -4,542 -51%
JWCA
966
J.W. Cole Advisors
Florida
$218K -$9.98K -172 -4%
CIAS
967
Capital Investment Advisory Services
North Carolina
$217K -$79.6K -1,372 -24%
PI
968
Putnam Investments
Massachusetts
$217K -$12.2K -211 -5%
RSWM
969
Robertson Stephens Wealth Management
California
$217K +$3.54K +61 +1%
IAN
970
Integrated Advisors Network
Texas
$216K -$382K -6,590 -60%
CS
971
Comerica Securities
Michigan
$216K -$107K -1,841 -30%
TCM
972
Telos Capital Management
California
$215K -$5.8K -100 -2%
AG
973
Advocate Group
Minnesota
$215K +$249K +4,291 New
HIC
974
Holderness Investments Company
North Carolina
$214K – – –
RPCONE
975
Retirement Planning Company of New England
Rhode Island
$213K +$247K +4,262 New
37 38
39
40 41