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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1101
Prudent Man Advisors
Illinois
$10.6M -$1.5M -1,994 -18%
DCU
1102
Dara Capital US
Florida
$10.5M -$1.17M -1,554 -15%
LFG
1103
Larson Financial Group
Missouri
$10.5M +$1.4M +1,863 +26%
MA
1104
Mezzasalma Advisors
New Jersey
$10.4M +$1.45M +1,934 +27%
PA
1105
Procyon Advisors
Connecticut
$10.4M +$949K +1,265 +16%
CCM
1106
Corsair Capital Management
New York
$10.4M -$750K -1,000 -10%
MIP
1107
Mondrian Investment Partners
United Kingdom
$10.4M – – –
GWMR
1108
GC Wealth Management RIA
Massachusetts
$10.4M -$856K -1,141 -11%
IA
1109
IFG Advisory
Georgia
$10.4M +$6.74M +8,992 New
LJCM
1110
Lee Johnson Capital Management
Texas
$10.4M -$1.61M -2,153 -19%
OCM
1111
Osterweis Capital Management
California
$10.3M +$6.58M +8,774 +4,618%
HFS
1112
Hantz Financial Services
Michigan
$10.3M +$1.93M +2,580 +40%
AFT
1113
Alpha Family Trust
California
$10.3M – – –
AIS
1114
AM Investment Strategies
Tennessee
$10.3M +$300K +400 +5%
CWG
1115
Cornerstone Wealth Group
North Carolina
$10.3M +$3.79M +5,049 +130%
TW
1116
Tempo Wealth
Ohio
$10.3M -$28.5K -38 -0.4%
MG
1117
Mather Group
Illinois
$10.3M +$299K +399 +5%
DM
1118
Diversified Management
Wisconsin
$10.3M -$27.7K -37 -0.4%
BCWM
1119
Bartlett & Co Wealth Management
Ohio
$10.2M -$47.2K -63 -0.7%
SOAM
1120
SBI Okasan Asset Management
Japan
$10.2M -$3.41M -4,553 -34%
AWA
1121
Acumen Wealth Advisors
Tennessee
$10.2M +$4.12M +5,498 +165%
FNT
1122
First National Trust
Pennsylvania
$10.2M +$5.15M +6,862 +352%
PDL
1123
Portfolio Design Labs
California
$10.2M +$2.48M +3,304 +60%
PAM
1124
Paradigm Asset Management
New York
$10.2M +$5.92M +7,900 +878%
AWM
1125
Aviso Wealth Management
Washington
$10.1M -$172K -229 -3%
43 44
45
46 47