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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1001
Smith Salley Wealth Management
North Carolina
$258K +$257K +3,041 New
AWA
1002
Aaron Wealth Advisors
Illinois
$257K +$11.8K +140 +5%
FMW
1003
Farr Miller & Washington
District of Columbia
$256K – – –
GCM
1004
Glaxis Capital Management
Florida
$255K -$4.14M -49,015 -94%
CIP
1005
Convergence Investment Partners
Florida
$255K -$19.5K -231 -7%
BWA
1006
Bordeaux Wealth Advisors
California
$255K – – –
FIB
1007
First Interstate Bank
Montana
$255K +$253K +3,000 New
FPCM
1008
Financial Partners Capital Management
New York
$255K – – –
KPW
1009
Kore Private Wealth
New York
$254K +$47.9K +568 +23%
TCM
1010
Tradewinds Capital Management
Washington
$253K -$8.44K -100 -3%
AIM
1011
Anchor Investment Management
South Carolina
$252K – – –
PWS
1012
Precision Wealth Strategies
Missouri
$251K +$250K +2,956 New
ST
1013
Somerset Trust
Pennsylvania
$250K +$21.6K +256 +10%
PNC
1014
Park National Corp
Ohio
$247K -$59.1K -700 -19%
EWA
1015
Evolution Wealth Advisors
Florida
$243K -$302K -3,577 -56%
YMRC
1016
Yorktown Management & Research Company
Virginia
$242K – – –
PCG
1017
Private Capital Group
Connecticut
$242K +$26K +308 +12%
HNB
1018
Huntington National Bank
Ohio
$240K – – –
NCM
1019
Novare Capital Management
North Carolina
$240K +$8.36K +99 +4%
KW
1020
KWB Wealth
California
$238K – – –
CCMT
1021
CMT Capital Markets Trading
Germany
$234K +$232K +2,752 New
WWM
1022
Western Wealth Management
Colorado
$233K -$18.9K -224 -8%
WMP
1023
Wealth Management Partners
Arizona
$233K +$844 +10 +0.4%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$232K -$55.7K -660 -19%
CA
1025
Continuum Advisory
Idaho
$230K +$228K +2,705 New
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