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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1076
Janiczek Wealth Management
Colorado
$49K -$62.9K -1,085 -53%
CT
1077
Cambridge Trust
Massachusetts
$46K +$812 +14 +2%
KFI
1078
Key Financial Inc
Pennsylvania
$44K – – –
SAM
1079
S.A. Mason
Michigan
$44K – – –
FCA
1080
FinTrust Capital Advisors
South Carolina
$42K +$16.8K +290 +58%
TCOV
1081
Trust Company of Vermont
Vermont
$41K +$5.51K +95 +13%
MUMSS
1082
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40K – – –
APW
1083
Axim Planning & Wealth
Ohio
$40K +$17.4K +300 +60%
GIA
1084
GHP Investment Advisors
Colorado
$40K +$46.2K +796 New
TWM
1085
Tradition Wealth Management
Minnesota
$39K -$2.26K -39 -5%
CWM
1086
CarsonAllaria Wealth Management
Illinois
$39K -$1.22K -21 -3%
ZIG
1087
Zullo Investment Group
Pennsylvania
$39K -$58 -1 -0.1%
T
1088
TOBAM
France
$38K – – –
TFA
1089
Toth Financial Advisory
Virginia
$37K -$71.9K -1,240 -63%
ZB
1090
Zions Bancorporation
Utah
$37K +$986 +17 +2%
AW
1091
Avion Wealth
Texas
$36K +$116 +2 +0.3%
FSWA
1092
Financial Synergies Wealth Advisors
Texas
$35.1K -$14.7K -254 -27%
FPFS
1093
First Personal Financial Services
North Carolina
$35K – – –
ODG
1094
O'Dell Group
Ohio
$35K – – –
FMP
1095
Financial Management Professionals
Texas
$35K +$12.4K +213 +45%
SIS
1096
Sound Income Strategies
Florida
$35K +$27.6K +476 +207%
RBC
1097
Roble Belko & Company
Pennsylvania
$34K – – –
Q
1098
QVR
California
$31K -$42.6K -735 -54%
BWM
1099
BerganKDV Wealth Management
Minnesota
$31K +$58 +1 +0.2%
AWM
1100
AllSquare Wealth Management
New York
$30K -$5.8K -100 -14%
42 43
44
45 46