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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
1076
Masso Torrence Wealth Management
New Jersey
$304K +$743 +10 +0.3%
CLOS
1077
Compagnie Lombard Odier SCmA
Switzerland
$303K -$74.3K -1,000 -22%
PTC
1078
Private Trust Company
Ohio
$301K -$2.23K -30 -0.8%
NCM
1079
NCM Capital Management
New Jersey
$300K – – –
BAM
1080
Blueshift Asset Management
New Jersey
$298K +$259K +3,490 New
FNBT
1081
FineMark National Bank & Trust
Florida
$297K +$1.49K +20 +0.6%
GWWM
1082
Great Waters Wealth Management
Minnesota
$296K – – –
GWMR
1083
GC Wealth Management RIA
Massachusetts
$295K +$257K +3,457 New
WPW
1084
Waldron Private Wealth
Pennsylvania
$294K +$256K +3,441 New
SCM
1085
Schnieders Capital Management
California
$290K +$253K +3,402 New
SMA
1086
Sage Mountain Advisors
Georgia
$290K +$2.38K +32 +1%
PCP
1087
Proficio Capital Partners
Massachusetts
$289K +$11.5K +155 +5%
PCIG
1088
Partners Capital Investment Group
Massachusetts
$289K -$1.78K -24 -0.7%
MWM
1089
Modera Wealth Management
New Jersey
$288K -$11.6K -156 -4%
ISWM
1090
Independent Solutions Wealth Management
New York
$288K +$30.2K +406 +14%
FWM
1091
Finer Wealth Management
Massachusetts
$287K – – –
KFGK
1092
Keystone Financial Group (Kentucky)
Kentucky
$285K -$18.1K -243 -7%
CWC
1093
Carolinas Wealth Consulting
North Carolina
$285K +$92.9K +1,250 +60%
AFIA
1094
America First Investment Advisors
Nebraska
$285K – – –
AWA
1095
Arkadios Wealth Advisors
Georgia
$284K -$3.34K -45 -1%
IIM
1096
Ipswich Investment Management
Massachusetts
$284K – – –
FT
1097
Fiduciary Trust
Massachusetts
$282K -$669 -9 -0.3%
VC
1098
Veracity Capital
Georgia
$282K +$2.3K +31 +0.9%
EFG
1099
Everhart Financial Group
Ohio
$281K +$245K +3,296 New
GWANC
1100
Guardian Wealth Advisors (North Carolina)
North Carolina
$281K -$14.3K -192 -6%
42 43
44
45 46