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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
976
Merrion Investment Management
New Jersey
$212K – – –
SSG
977
Summit Securities Group
New York
$212K +$245K +4,223 New
IGWM
978
ICA Group Wealth Management
Colorado
$210K -$36.1K -622 -13%
AWA
979
Arkadios Wealth Advisors
Georgia
$210K -$29.5K -508 -11%
TCM
980
Triumph Capital Management
Colorado
$209K -$28.5K -492 -11%
APG
981
Abacus Planning Group
South Carolina
$208K -$20.2K -348 -8%
SBH
982
Segall Bryant & Hamill
Illinois
$207K -$5.8K -100 -2%
NIC
983
Northwest Investment Counselors
Oregon
$207K – – –
CFB
984
Cullen/Frost Bankers
Texas
$207K +$3.48K +60 +1%
SS
985
Sunbelt Securities
Texas
$206K +$6.38K +110 +3%
MG
986
Mather Group
Illinois
$205K -$31.1K -537 -12%
ST
987
Somerset Trust
Pennsylvania
$205K +$2.2K +38 +0.9%
RBC
988
Romano Brothers & Co
Illinois
$205K +$237K +4,090 New
FIA
989
Foundations Investment Advisors
Arizona
$204K +$4.58K +79 +2%
GIA
990
Gladstone Institutional Advisory
Florida
$203K -$16.9K -292 -7%
PCM
991
Palisade Capital Management
New Jersey
$203K – – –
IPAM
992
ICICI Prudential Asset Management
India
$203K +$41.8K +721 +22%
TPWA
993
TRUE Private Wealth Advisors
Oregon
$202K +$348 +6 +0.1%
OWA
994
One Wealth Advisors
California
$202K +$234K +4,039 New
SIP
995
Stoneridge Investment Partners
Pennsylvania
$200K – – –
PTC
996
Private Trust Company
Ohio
$199K -$58.8K -1,013 -20%
DCM
997
Dupont Capital Management
Delaware
$197K -$1.04M -17,848 -82%
MMG
998
Monetary Management Group
Missouri
$188K – – –
JFGIW
999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$173K -$561K -9,678 -75%
AFIA
1000
America First Investment Advisors
Nebraska
$167K – – –
38 39
40
41 42