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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1026
Creative Financial Designs
Indiana
$51.3K +$55 +1 +0.1%
GI
1027
Gradient Investments
Minnesota
$50.8K -$4.76K -87 -8%
TF
1028
TimeScale Financial
Massachusetts
$50.3K – – –
FCT
1029
First Community Trust
Iowa
$50K – – –
MWC
1030
MBM Wealth Consultants
Missouri
$50K – – –
TC
1031
Tacita Capital
Ontario, Canada
$50K – – –
CT
1032
Cambridge Trust
Massachusetts
$50K +$4.71K +86 +9%
APW
1033
Acima Private Wealth
Virginia
$50K – – –
IGWM
1034
ICA Group Wealth Management
Colorado
$49K -$179K -3,274 -78%
JWM
1035
Janiczek Wealth Management
Colorado
$48.9K -$4.98K -91 -10%
EBA
1036
Eagle Bay Advisors
New York
$47.8K -$21.3K -390 -29%
KFI
1037
Key Financial Inc
Pennsylvania
$44.1K – – –
SAM
1038
S.A. Mason
Michigan
$43.7K – – –
CT
1039
Colonial Trust
South Carolina
$43.3K +$47.4K +867 New
CT
1040
Caldwell Trust
Florida
$42.5K +$27.4K +500 +143%
TWM
1041
Tradition Wealth Management
Minnesota
$40K +$985 +18 +2%
FCA
1042
FinTrust Capital Advisors
South Carolina
$39.5K – – –
CWM
1043
CarsonAllaria Wealth Management
Illinois
$38K -$876 -16 -2%
TFA
1044
Toth Financial Advisory
Virginia
$37K – – –
SIS
1045
Sound Income Strategies
Florida
$35.3K – – –
AW
1046
Avion Wealth
Texas
$35K – – –
FSWA
1047
Financial Synergies Wealth Advisors
Texas
$35K – – –
FPFS
1048
First Personal Financial Services
North Carolina
$35K – – –
CSPIA
1049
Cary Street Partners Investment Advisory
Virginia
$34.8K +$38.1K +696 New
RBC
1050
Roble Belko & Company
Pennsylvania
$34K – – –
40 41
42
43 44