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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
951
Gallagher Fiduciary Advisors
Illinois
$257K +$32.5K +505 +14%
TPWA
952
TRUE Private Wealth Advisors
Oregon
$256K +$386 +6 +0.1%
MA
953
MONECO Advisors
Connecticut
$256K -$14.7K -228 -5%
ACG
954
Allen Capital Group
Nebraska
$256K +$6.43K +100 +3%
KFA
955
Kelleher Financial Advisors
New York
$256K – – –
APG
956
Abacus Planning Group
South Carolina
$254K +$64 +1 +0%
GA
957
Geller Advisors
New York
$254K +$258K +4,018 New
CB
958
Centennial Bank
Arkansas
$252K – – –
AG
959
Ascent Group
Virginia
$252K -$15.3K -238 -6%
PI
960
Putnam Investments
Massachusetts
$251K +$3.86K +60 +2%
PSC
961
Portman Square Capital
United Kingdom
$251K +$256K +3,981 New
FCAG
962
First Capital Advisors Group
New Jersey
$251K -$3.54K -55 -1%
GS
963
Gagnon Securities
New York
$251K +$64 +1 +0%
NF
964
Nikulski Financial
Iowa
$251K -$32.1K -500 -11%
CWM
965
Circle Wealth Management
New Jersey
$250K – – –
LCGC
966
Legacy Capital Group California
California
$250K +$8.29K +129 +3%
FT
967
Fiduciary Trust
Massachusetts
$250K -$10.6K -165 -4%
MOS
968
MGO One Seven
Ohio
$249K -$142K -2,208 -36%
SI
969
Symmetry Investments
Jersey
$249K +$253K +3,940 New
NIC
970
Northwest Investment Counselors
Oregon
$249K -$6.43K -100 -2%
SP
971
Successful Portfolios
Florida
$248K -$59.5K -925 -19%
AP
972
Americana Partners
Texas
$248K -$491K -7,644 -66%
AR
973
Advisory Research
Illinois
$248K +$253K +3,930 New
PWMAG
974
Pinnacle Wealth Management Advisory Group
New Jersey
$246K +$24K +373 +11%
GAMC
975
Garner Asset Management Corp
Texas
$245K -$61.7K -960 -20%
37 38
39
40 41