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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1026
Pure Financial Advisors
California
$235K +$17.2K +257 +8%
PFBT
1027
Parkside Financial Bank & Trust
Missouri
$233K +$22K +329 +11%
PCIG
1028
Partners Capital Investment Group
Massachusetts
$232K +$228K +3,406 New
CT
1029
Chicago Trust
Illinois
$231K – – –
AWA
1030
Arkadios Wealth Advisors
Georgia
$229K -$15.9K -238 -7%
SMA
1031
Sage Mountain Advisors
Georgia
$229K +$226K +3,367 New
FWM
1032
Finer Wealth Management
Massachusetts
$229K -$58.3K -871 -21%
AFIA
1033
America First Investment Advisors
Nebraska
$227K – – –
SRAM
1034
Spouting Rock Asset Management
Pennsylvania
$226K +$223K +3,327 New
IIM
1035
Ipswich Investment Management
Massachusetts
$226K – – –
FT
1036
Fiduciary Trust
Massachusetts
$225K -$43.4K -648 -16%
SRC
1037
Shufro Rose & Co
New York
$224K – – –
CS
1038
Comerica Securities
Michigan
$224K -$1.21K -18 -0.5%
PWPS
1039
Pinnacle Wealth Planning Services
Ohio
$223K -$4.15K -62 -2%
VC
1040
Veracity Capital
Georgia
$222K +$219K +3,270 New
CCA
1041
Childress Capital Advisors
Texas
$220K +$212K +3,172 New
LIA
1042
LBMC Investment Advisors
Tennessee
$220K – – –
APG
1043
Abacus Planning Group
South Carolina
$220K -$53.5K -798 -20%
FHC
1044
First Heartland Consultants
Missouri
$220K +$216K +3,232 New
PCP
1045
Proficio Capital Partners
Massachusetts
$220K +$216K +3,229 New
CAP
1046
Columbia Advisory Partners
Washington
$220K +$216K +3,229 New
PWP
1047
Phillips Wealth Planners
Mississippi
$219K -$77K -1,150 -26%
SIM
1048
Seaview Investment Managers
Florida
$219K +$2.68K +40 +1%
GSEP
1049
Golden State Equity Partners
California
$218K -$2.01K -30 -0.9%
JFGIW
1050
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$218K -$6.36K -95 -3%
40 41
42
43 44