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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
1176
Fox Run Management
Connecticut
$400K -$444K -4,244 -52%
SIAG
1177
Safeguard Investment Advisory Group
California
$400K +$22.5K +215 +6%
PTC
1178
Private Trust Company
Ohio
$399K -$49.4K -472 -11%
JCIA
1179
Jackson Creek Investment Advisors
Colorado
$398K -$7.01K -67 -2%
TCA
1180
Transcend Capital Advisors
New Jersey
$398K -$14.2K -136 -3%
SSWM
1181
Strait & Sound Wealth Management
California
$396K +$400K +3,822 New
GCIA
1182
Gabelli & Co Investment Advisers
New York
$394K – – –
NIC
1183
Northwest Investment Counselors
Oregon
$393K – – –
KIA
1184
Knollwood Investment Advisory
Maryland
$393K – – –
TPI
1185
Trust Point Inc
Wisconsin
$393K -$21.2K -203 -5%
CWM
1186
Calamos Wealth Management
Illinois
$392K +$21.8K +208 +6%
NFA
1187
Northern Financial Advisors
Michigan
$391K – – –
PAG
1188
Paladin Advisory Group
Iowa
$390K -$60.4K -578 -13%
EW
1189
Elyxium Wealth
California
$390K +$393K +3,762 New
AWM
1190
Angeles Wealth Management
California
$389K -$84.4K -807 -18%
CGA
1191
Crescent Grove Advisors
Illinois
$382K – – –
PWP
1192
Phillips Wealth Planners
Mississippi
$382K +$58K +555 +19%
GWANC
1193
Guardian Wealth Advisors (North Carolina)
North Carolina
$381K -$7.84K -75 -2%
WPW
1194
Waldron Private Wealth
Pennsylvania
$379K +$16.7K +160 +5%
CC
1195
Callan Capital
California
$379K +$47.6K +455 +14%
EWM
1196
Evercore Wealth Management
New York
$379K – – –
FAFN
1197
First Affirmative Financial Network
Colorado
$376K +$50.6K +484 +15%
CAG
1198
Csenge Advisory Group
Florida
$376K +$51.3K +491 +16%
PNC
1199
Park National Corp
Ohio
$375K – – –
GSEP
1200
Golden State Equity Partners
California
$374K -$618K -5,911 -62%
46 47
48
49 50