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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1126
Park Capital Management
Wisconsin
$810K +$619K +4,839 New
FSC
1127
Full Sail Capital
Oklahoma
$808K +$311K +2,430 +101%
MWM
1128
Mindset Wealth Management
Indiana
$807K +$231K +1,806 +60%
MCM
1129
Manchester Capital Management
Vermont
$803K +$57.3K +448 +10%
MMG
1130
Monetary Management Group
Missouri
$803K – – –
TNA
1131
True North Advisors
Texas
$801K +$612K +4,786 New
GAMC
1132
Garner Asset Management Corp
Texas
$800K – – –
AWM
1133
Angeles Wealth Management
California
$799K +$12.9K +101 +2%
WG
1134
Welch Group
Alabama
$798K – – –
RFC
1135
Regions Financial Corp
Alabama
$795K +$39K +305 +7%
CFSG
1136
Clark Financial Services Group
Missouri
$794K +$48.8K +381 +9%
SW
1137
Simplicity Wealth
New Jersey
$790K -$301K -2,349 -33%
AIM
1138
Aspen Investment Management
Michigan
$789K -$28.8K -225 -5%
NFA
1139
Northern Financial Advisors
Michigan
$789K +$121K +945 +25%
NF
1140
Nvest Financial
New Hampshire
$781K -$110K -858 -16%
IPAM
1141
Investment Partners Asset Management
New Jersey
$776K -$1.92K -15 -0.3%
FSA
1142
Fort Sheridan Advisors
Illinois
$776K – – –
PWP
1143
Prasad Wealth Partners
Ohio
$773K +$591K +4,621 New
CBT
1144
Central Bank & Trust
Kentucky
$772K +$590K +4,614 New
FH
1145
FWG Holdings
Florida
$772K +$180K +1,406 +70%
CAC
1146
Certified Advisory Corp
Florida
$770K +$156K +1,219 +36%
CS
1147
Cannell & Spears
New York
$769K +$71.1K +556 +14%
SA
1148
Sovran Advisors
California
$768K -$227K -1,773 -34%
MCA
1149
MSH Capital Advisors
Arizona
$767K -$7.68K -60 -1%
EPAM
1150
Evelyn Partners Asset Management
$767K -$4.48K -35 -0.8%
44 45
46
47 48