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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
Wealth Alliance
New York
$254K -$6.7K -100 -3%
MPW
1002
MA Private Wealth
California
$253K +$249K +3,724 New
PNC
1003
Park National Corp
Ohio
$253K – – –
VT
1004
Vise Technologies
New York
$253K -$38.1K -569 -13%
TCOO
1005
Trust Company of Oklahoma
Oklahoma
$252K -$134K -1,995 -35%
GWWM
1006
Great Waters Wealth Management
Minnesota
$252K – – –
JWCA
1007
J.W. Cole Advisors
Florida
$246K -$40.1K -599 -14%
AG
1008
Ascent Group
Virginia
$246K -$25.2K -376 -10%
BJL
1009
Brighton Jones LLC
Washington
$245K -$46.1K -688 -16%
KFGK
1010
Keystone Financial Group (Kentucky)
Kentucky
$244K +$1.88K +28 +0.8%
PSC
1011
Portman Square Capital
United Kingdom
$244K -$26.7K -399 -10%
JGUA
1012
John G. Ullman & Associates
New York
$242K – – –
PTC
1013
Private Trust Company
Ohio
$242K +$5.69K +85 +2%
MTWM
1014
Masso Torrence Wealth Management
New Jersey
$242K – – –
BSW
1015
Buckingham Strategic Wealth
Missouri
$241K +$237K +3,543 New
CFP
1016
Catalyst Financial Partners
Massachusetts
$241K +$24.7K +368 +12%
MGIA
1017
Moneta Group Investment Advisors
Missouri
$240K +$237K +3,533 New
MWM
1018
Modera Wealth Management
New Jersey
$240K +$1K +15 +0.4%
RSWM
1019
Robertson Stephens Wealth Management
California
$240K -$134 -2 -0.1%
NCM
1020
NCM Capital Management
New Jersey
$239K – – –
BMC
1021
Benin Management Corp
Connecticut
$238K – – –
PVH
1022
Psagot Value Holdings
Israel
$238K -$2.28K -34 -0.9%
GWANC
1023
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K +$233K +3,479 New
EWA
1024
EverSource Wealth Advisors
Alabama
$236K +$8.51K +127 +4%
FNBT
1025
FineMark National Bank & Trust
Florida
$236K -$41.1K -614 -15%
39 40
41
42 43