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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1026
Tradewinds Capital Management
Washington
$271K +$122K +1,435 +88%
UAS
1027
United Asset Strategies
New York
$269K -$21.2K -250 -8%
GFS
1028
GYL Financial Synergies
Connecticut
$268K – – –
FMW
1029
Farr Miller & Washington
District of Columbia
$266K +$1.36K +16 +0.5%
CA
1030
Centerpoint Advisors
Massachusetts
$266K +$171K +2,020 +202%
BWA
1031
Bordeaux Wealth Advisors
California
$265K – – –
VCM
1032
Violich Capital Management
California
$265K – – –
FIB
1033
First Interstate Bancsystem
Montana
$265K +$255K +3,000 New
FPCM
1034
Financial Partners Capital Management
New York
$265K – – –
VC
1035
Vicus Capital
Pennsylvania
$264K +$254K +2,995 New
TAM
1036
Tucker Asset Management
Colorado
$263K +$253K +2,983 New
CWA
1037
Capital Wealth Alliance
Arizona
$263K +$424 +5 +0.2%
AIM
1038
Anchor Investment Management
South Carolina
$262K – – –
WWM
1039
Western Wealth Management
Colorado
$261K +$251K +2,954 New
PFA
1040
Pathway Financial Advisors
Vermont
$258K – – –
JCM
1041
Jacobi Capital Management
Pennsylvania
$258K +$97.4K +1,148 +64%
BCI
1042
Brinker Capital Investments
Pennsylvania
$257K -$236K -2,778 -49%
WMP
1043
Wealth Management Partners
Arizona
$257K +$232K +2,735 New
JWCA
1044
J.W. Coons Advisors
Ohio
$256K – – –
CW
1045
CreativeOne Wealth
Kansas
$255K +$245K +2,888 New
AWA
1046
Aaron Wealth Advisors
Illinois
$254K -$933 -11 -0.4%
CCB
1047
Cutter & Co Brokerage
Missouri
$251K -$44.5K -525 -16%
YMRC
1048
Yorktown Management & Research Company
Virginia
$251K +$241K +2,845 New
HNB
1049
Huntington National Bank
Ohio
$249K -$17.3K -204 -7%
FT
1050
Fiduciary Trust
Massachusetts
$247K -$255 -3 -0.1%
40 41
42
43 44