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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1026
NCM Capital Management
New Jersey
$319K -$53.9K -632 -13%
BWG
1027
Beta Wealth Group
California
$319K +$350K +4,100 New
SS
1028
Sunbelt Securities
Texas
$317K -$59.4K -697 -15%
AA
1029
Apriem Advisors
California
$317K -$21.3K -250 -6%
MG
1030
Mather Group
Illinois
$316K +$27.9K +327 +9%
AMR
1031
Asset Management Resources
Massachusetts
$314K +$3.24K +38 +1%
RIG
1032
Roosevelt Investment Group
New York
$312K – – –
WAOTB
1033
Wealth Advisors of Tampa Bay
Florida
$312K – – –
PWA
1034
Primoris Wealth Advisors
Florida
$312K +$149K +1,750 +78%
SIP
1035
Stoneridge Investment Partners
Pennsylvania
$312K +$341K +4,000 New
LFG
1036
Larson Financial Group
Missouri
$310K +$1.96K +23 +0.6%
DS
1037
DRW Securities
Illinois
$310K +$339K +3,979 New
CWM
1038
Circle Wealth Management
New Jersey
$309K – – –
MTIM
1039
Marathon Trading Investment Management
Pennsylvania
$308K +$337K +3,948 New
FA
1040
FDx Advisors
Illinois
$307K -$132K -1,545 -28%
AF
1041
Allworth Financial
California
$307K -$1.28K -15 -0.4%
MWA
1042
Meridian Wealth Advisors
Texas
$301K +$14.9K +175 +5%
PNC
1043
Park National Corp
Ohio
$301K +$90.5K +1,062 +38%
TPWA
1044
TRUE Private Wealth Advisors
Oregon
$297K -$20.3K -238 -6%
PCM
1045
Palisade Capital Management
New Jersey
$296K +$111K +1,300 +52%
RC
1046
Ronit Capital
United Kingdom
$294K +$236K +2,770 +277%
F
1047
F3Logic
Minnesota
$293K -$10.8K -127 -3%
MMG
1048
Monetary Management Group
Missouri
$292K – – –
SOW
1049
State of Wyoming
Wyoming
$291K +$40.2K +472 +14%
JIC
1050
Johnson Investment Counsel
Ohio
$291K +$59.6K +699 +23%
40 41
42
43 44