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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1001
Fortitude Family Office
Arizona
$682K – – –
DI
1002
Dalton Investments
Nevada
$679K -$181K -2,000 -26%
BJL
1003
Brighton Jones LLC
Washington
$679K +$41.5K +458 +9%
ADL
1004
Asset Dedication LLC
California
$678K – – –
SP
1005
Symmetry Partners
Connecticut
$673K – – –
CWA
1006
Consilium Wealth Advisory
Texas
$671K +$9.78K +108 +2%
FCBT
1007
First Citizens Bank & Trust
North Carolina
$670K +$514K +5,683 New
ALAM
1008
Asahi Life Asset Management
Japan
$670K +$514K +5,680 New
BC
1009
Bridgefront Capital
Texas
$669K +$43.6K +482 +9%
MBT
1010
Montecito Bank & Trust
California
$664K -$43.9K -485 -8%
GIA
1011
Gladstone Institutional Advisory
Florida
$664K +$254K +2,809 +100%
RCA
1012
Ranch Capital Advisors
Florida
$657K -$1.45K -16 -0.3%
MWM
1013
Mission Wealth Management
California
$656K +$259K +2,867 +106%
CCP
1014
Clough Capital Partners
Massachusetts
$652K +$500K +5,529 New
CF
1015
Cantor Fitzgerald
New York
$650K +$499K +5,514 New
VCM
1016
Violich Capital Management
California
$648K -$272K -3,000 -35%
FIA
1017
Foundations Investment Advisors
Arizona
$646K +$33.9K +375 +7%
FIM
1018
Freedom Investment Management
Connecticut
$643K -$57.1K -631 -10%
SCM
1019
Schnieders Capital Management
California
$643K +$186K +2,050 +60%
AC
1020
ASB Consultores
Florida
$642K +$493K +5,448 New
AG
1021
Advocate Group
Minnesota
$642K -$2.11M -23,262 -81%
EWA
1022
Exencial Wealth Advisors
Oklahoma
$642K -$77.3K -854 -14%
AC
1023
Avestar Capital
New York
$640K +$116K +1,280 +31%
MCA
1024
MSH Capital Advisors
Arizona
$638K -$39.6K -437 -7%
NC
1025
Napatree Capital
Rhode Island
$637K -$215K -2,374 -30%
39 40
41
42 43