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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1026
Girard Partners
Pennsylvania
$229K – – –
HWA
1027
HHM Wealth Advisors
Tennessee
$229K – – –
LWP
1028
Legacy Wealth Planning
Nevada
$229K – – –
ATFA
1029
All Terrain Financial Advisors
Minnesota
$229K +$8.44K +100 +4%
BFPW
1030
BOK Financial Private Wealth
Colorado
$229K +$31.4K +372 +16%
PFA
1031
Pure Financial Advisors
California
$226K – – –
QT
1032
Quantamental Technologies
New York
$226K +$225K +2,665 New
EWM
1033
Evercore Wealth Management
New York
$225K -$172K -2,036 -43%
HHGA
1034
Halbert Hargrove Global Advisors
California
$225K +$9.37K +111 +4%
CCB
1035
Cutter & Co Brokerage
Missouri
$224K -$17.3K -205 -7%
SW
1036
SkyOak Wealth
Michigan
$223K +$221K +2,620 New
WB
1037
WesBanco Bank
West Virginia
$222K -$16K -189 -7%
VVP
1038
Venture Visionary Partners
Ohio
$222K +$221K +2,620 New
PGIM
1039
Pacific Global Investment Management
California
$221K – – –
CWA
1040
Capital Wealth Alliance
Arizona
$220K -$3.04K -36 -1%
BWP
1041
BSW Wealth Partners
Colorado
$220K +$219K +2,594 New
CAM
1042
Claret Asset Management
Quebec, Canada
$219K – – –
EGA
1043
Eagle Global Advisors
Texas
$219K – – –
EGA
1044
E&G Advisors
Texas
$219K – – –
AIC
1045
Ameritas Investment Company
Nebraska
$218K +$52.7K +624 +57%
LDFR
1046
Lehman & Derafelo Financial Resources
Pennsylvania
$217K -$4.22K -50 -2%
MG
1047
Mather Group
Illinois
$217K +$18.4K +218 +9%
CFO
1048
Collective Family Office
Pennsylvania
$215K – – –
GVAG
1049
Great Valley Advisor Group
Delaware
$215K +$211K +2,495 New
BWM
1050
Birchcreek Wealth Management
Ohio
$214K – – –
40 41
42
43 44