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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
1001
F.L. Putnam Investment Management
Massachusetts
$692K +$335K +3,206 +92%
PP
1002
PFS Partners
New Jersey
$685K -$523 -5 -0.1%
RWP
1003
Revolve Wealth Partners
New Jersey
$685K – – –
PP
1004
PDT Partners
New York
$684K -$3.49M -33,400 -84%
KFS
1005
Keynote Financial Services
Connecticut
$684K -$7.84K -75 -1%
FIA
1006
Foundations Investment Advisors
Arizona
$683K -$2.82K -27 -0.4%
GJWM
1007
Gilliland Jeter Wealth Management
Arkansas
$682K +$3.56K +34 +0.5%
CA
1008
Calton & Associates
Florida
$680K +$471K +4,500 +219%
PL
1009
Perpetual Ltd
Australia
$674K -$64.9M -620,325 -99%
EIP
1010
Ellis Investment Partners
Pennsylvania
$669K +$289K +2,768 +75%
FFA
1011
Farther Finance Advisors
California
$666K -$919K -8,788 -58%
GIA
1012
Gladstone Institutional Advisory
Florida
$665K -$533K -5,093 -44%
CCA
1013
Checchi Capital Advisers
California
$664K -$50.1K -479 -7%
ACH
1014
ArrowMark Colorado Holdings
Colorado
$664K – – –
FT
1015
Fiduciary Trust
Massachusetts
$661K +$39.3K +376 +6%
PPP
1016
Private Portfolio Partners
New Jersey
$661K +$666K +6,369 New
4WM
1017
44 Wealth Management
Oregon
$658K +$655K +6,260 New
CIA
1018
Concurrent Investment Advisors
Florida
$657K +$90.4K +864 +16%
AFT
1019
Alpha Family Trust
California
$650K – – –
AA
1020
Ancora Advisors
Ohio
$649K +$4.5K +43 +0.7%
EWA
1021
EverSource Wealth Advisors
Alabama
$643K -$33.2K -317 -5%
JCM
1022
Jacobi Capital Management
Pennsylvania
$640K +$15.8K +151 +3%
AWA
1023
Aaron Wealth Advisors
Illinois
$640K +$43.9K +420 +7%
FHB
1024
First Hawaiian Bank
Hawaii
$639K -$255K -2,435 -28%
BWG
1025
Beta Wealth Group
California
$633K +$62.7K +600 +11%
39 40
41
42 43