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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
1201
Mesirow Financial Investment Management
Illinois
$374K -$1.18K -13 -0.4%
AG
1202
Ascent Group
Virginia
$374K -$1.99K -22 -0.7%
CCG
1203
Catalina Capital Group
California
$373K +$287K +3,168 New
RCG
1204
Ruane, Cunniff & Goldfarb
New York
$373K – – –
CTC
1205
Central Trust Company
Missouri
$373K +$83.3K +920 +41%
IFU
1206
iSAM Funds (UK)
United Kingdom
$372K -$394K -4,357 -58%
KWM
1207
Kingsview Wealth Management
Oregon
$369K -$47.5K -525 -14%
KA
1208
Kovack Advisors
Florida
$368K +$19.4K +214 +7%
LCGC
1209
Legacy Capital Group California
California
$368K -$72.6K -802 -20%
PFBT
1210
Parkside Financial Bank & Trust
Missouri
$364K +$6.06K +67 +2%
BWA
1211
Bordeaux Wealth Advisors
California
$363K -$6.34K -70 -2%
PWMAG
1212
Pinnacle Wealth Management Advisory Group
New Jersey
$362K +$10.3K +114 +4%
PWPS
1213
Pinnacle Wealth Planning Services
Ohio
$361K -$17.3K -191 -6%
FTIS
1214
First Trust Investment Solutions
Florida
$361K -$17.7K -196 -6%
MTWM
1215
Masso Torrence Wealth Management
New Jersey
$361K -$45.3K -500 -14%
SWM
1216
SFG Wealth Management
Maryland
$361K – – –
PWM
1217
Penobscot Wealth Management
Maine
$360K -$897K -9,910 -76%
PWM
1218
Prosperity Wealth Management
California
$360K +$276K +3,050 New
CWS
1219
Confluence Wealth Services
Pennsylvania
$359K +$276K +3,044 New
TFCP
1220
Twin Focus Capital Partners
Massachusetts
$358K -$272K -3,000 -50%
CCA
1221
Childress Capital Advisors
Texas
$357K -$9.87K -109 -3%
JSW
1222
Journey Strategic Wealth
New Jersey
$357K +$274K +3,029 New
KFA
1223
Kapstone Financial Advisors
Ohio
$357K – – –
THL
1224
Tillman Hartley LLC
Colorado
$356K – – –
FP
1225
Financial Perspectives
Minnesota
$355K -$8.51K -94 -3%
47 48
49
50 51