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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1101
Veracity Capital
Georgia
$240K +$262K +3,076 New
CA
1102
Centerpoint Advisors
Massachusetts
$239K – – –
H
1103
HoyleCohen
California
$238K -$8.53K -100 -3%
GFS
1104
GYL Financial Synergies
Connecticut
$238K +$1.28K +15 +0.5%
SWM
1105
SFG Wealth Management
Maryland
$238K +$5.03K +59 +2%
DCM
1106
DGS Capital Management
New Jersey
$237K +$73K +856 +39%
SSWM
1107
Smith Salley Wealth Management
North Carolina
$235K -$1.79K -21 -0.7%
ACA
1108
Aptus Capital Advisors
Alabama
$235K +$57.8K +678 +29%
CCMT
1109
CMT Capital Markets Trading
Germany
$234K -$864K -10,134 -77%
ABLA
1110
Alan B. Lancz & Associates
Ohio
$234K – – –
FIB
1111
First Interstate Bank
Montana
$234K – – –
CWC
1112
Carolinas Wealth Consulting
North Carolina
$234K +$9.63K +113 +4%
AGP
1113
Autumn Glory Partners
Texas
$234K +$256K +3,000 New
FPCM
1114
Financial Partners Capital Management
New York
$234K – – –
FT
1115
Fiduciary Trust
Massachusetts
$232K +$58.5K +686 +30%
FHA
1116
First Horizon Advisors
Tennessee
$231K -$508K -5,960 -67%
CAP
1117
Columbia Advisory Partners
Washington
$230K – – –
DI
1118
Diligent Investors
California
$229K +$2.22K +26 +0.9%
CFG
1119
Cooper Financial Group
California
$228K +$38.7K +454 +18%
BJL
1120
Brighton Jones LLC
Washington
$227K +$27.1K +318 +12%
MC
1121
Miramar Capital
Illinois
$226K +$247K +2,899 New
TCM
1122
Tradewinds Capital Management
Washington
$225K +$938 +11 +0.4%
JGUA
1123
John G. Ullman & Associates
New York
$223K – – –
BFA
1124
Beacon Financial Advisory
Ohio
$222K -$24.7K -290 -9%
SB
1125
Strategic Blueprint
Georgia
$222K +$243K +2,845 New
43 44
45
46 47