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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Meridian Wealth Management
Kentucky
$338K +$29.9K +383 +12%
IUHSA
1027
Itau Unibanco Holding S.A.
Brazil
$337K -$352K -4,502 -56%
IGGA
1028
Iron Gate Global Advisors
Utah
$337K +$390 +5 +0.1%
FSA
1029
Financial Services Advisory
Maryland
$335K – – –
TWM
1030
TriaGen Wealth Management
California
$333K -$508K -6,500 -64%
JF
1031
JSF Financial
California
$332K -$134K -1,711 -32%
LGF
1032
LGT Group Foundation
Liechtenstein
$332K +$279K +3,567 New
WPP
1033
Whalerock Point Partners
Rhode Island
$330K +$3.28K +42 +1%
SIM
1034
SSI Investment Management
California
$328K -$781 -10 -0.3%
AWA
1035
Aaron Wealth Advisors
Illinois
$328K +$24.6K +315 +10%
MTWM
1036
Masso Torrence Wealth Management
New Jersey
$327K +$274K +3,510 New
BMC
1037
Benin Management Corp
Connecticut
$326K – – –
RIM
1038
Rockbridge Investment Management
New York
$326K – – –
RSWM
1039
Robertson Stephens Wealth Management
California
$325K +$312 +4 +0.1%
NERM
1040
New England Research & Management
Illinois
$324K -$185K -2,375 -41%
WWM
1041
Western Wealth Management
Colorado
$323K +$270K +3,460 New
IIM
1042
Ipswich Investment Management
Massachusetts
$320K -$14.1K -180 -5%
HIA
1043
Harbor Investment Advisory
Maryland
$319K – – –
FLPIM
1044
F.L. Putnam Investment Management
Massachusetts
$319K +$2.58K +33 +1%
MW
1045
Marcum Wealth
Ohio
$316K +$8.51K +109 +3%
ICM
1046
IMS Capital Management
Oregon
$313K +$15.6K +200 +6%
CIC
1047
Carnegie Investment Counsel
Ohio
$312K -$45K -576 -15%
CAM
1048
Cypress Asset Management
Texas
$312K -$3.67K -47 -1%
AFIA
1049
America First Investment Advisors
Nebraska
$311K – – –
GC
1050
Grimes & Company
Massachusetts
$310K -$75.3K -964 -22%
40 41
42
43 44