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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1051
Calamos Wealth Management
Illinois
$324K -$4.16K -56 -1%
GCIA
1052
Gabelli & Co Investment Advisers
New York
$324K – – –
SIAG
1053
Safeguard Investment Advisory Group
California
$322K -$5.79K -78 -2%
CF
1054
Centaurus Financial
California
$322K -$617K -8,312 -69%
NFA
1055
Northern Financial Advisors
Michigan
$322K – – –
MMG
1056
Monetary Management Group
Missouri
$320K – – –
FA
1057
FDx Advisors
Illinois
$320K +$279K +3,750 New
CA
1058
Claro Advisors
Massachusetts
$319K -$24.7K -333 -8%
PNC
1059
Park National Corp
Ohio
$318K – – –
EWM
1060
Evercore Wealth Management
New York
$317K +$276K +3,711 New
TCOO
1061
Trust Company of Oklahoma
Oklahoma
$316K – – –
CT
1062
Chicago Trust
Illinois
$316K +$23.2K +312 +9%
PAM
1063
Pinpoint Asset Management
Hong Kong
$314K +$184K +2,483 +207%
PVH
1064
Psagot Value Holdings
Israel
$314K – – –
KWM
1065
Kingsview Wealth Management
Oregon
$312K -$10.1K -136 -4%
OA
1066
Oracle Alpha
Ontario, Canada
$311K +$271K +3,648 New
NF
1067
Nikulski Financial
Iowa
$311K -$16.7K -225 -6%
LAM
1068
L2 Asset Management
Massachusetts
$311K -$1.69M -22,804 -86%
CAP
1069
Columbia Advisory Partners
Washington
$310K +$30K +404 +13%
CFP
1070
Catalyst Financial Partners
Massachusetts
$308K +$5.57K +75 +2%
ST
1071
Somerset Trust
Pennsylvania
$308K -$47.9K -645 -15%
AWM
1072
Axxcess Wealth Management
California
$307K +$267K +3,596 New
RSWM
1073
Robertson Stephens Wealth Management
California
$306K +$4.09K +55 +2%
GAMC
1074
Garner Asset Management Corp
Texas
$304K -$23K -309 -8%
JGUA
1075
John G. Ullman & Associates
New York
$304K – – –
41 42
43
44 45