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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1226
Manchester Capital Management
Vermont
$343K +$103K +987 +43%
FTIS
1227
First Trust Investment Solutions
Florida
$341K +$24.4K +233 +8%
1IA
1228
1834 Investment Advisors
Wisconsin
$339K -$110K -1,052 -24%
GFS
1229
GYL Financial Synergies
Connecticut
$338K +$941 +9 +0.3%
MTWM
1230
Masso Torrence Wealth Management
New Jersey
$338K +$20.9K +200 +7%
KIM
1231
Kestra Investment Management
Texas
$338K +$341K +3,259 New
SVWAG
1232
Sound View Wealth Advisors Group
Georgia
$337K +$117K +1,119 +52%
NCM
1233
NCM Capital Management
New Jersey
$337K – – –
PCM
1234
Parsons Capital Management
Rhode Island
$336K +$2.62K +25 +0.8%
TSW
1235
Three Seasons Wealth
Utah
$335K -$1.51M -14,458 -82%
ACM
1236
Alpha Capital Management
Texas
$334K +$13.2K +126 +4%
SIM
1237
Seaview Investment Managers
Florida
$334K +$69.4K +664 +26%
PWPS
1238
Pinnacle Wealth Planning Services
Ohio
$334K -$2.93K -28 -0.9%
PA
1239
PFG Advisors
Arizona
$333K +$336K +3,213 New
TDC
1240
Thompson Davis & Co
Virginia
$333K +$32.4K +310 +11%
PFA
1241
Pathway Financial Advisors
Vermont
$329K – – –
TSMHT
1242
Thurston Springer Miller Herd & Titak
Indiana
$329K +$25.3K +242 +8%
GS
1243
Gagnon Securities
New York
$326K +$54.9K +525 +20%
KFA
1244
Kapstone Financial Advisors
Ohio
$325K – – –
SOS
1245
Silver Oak Securities
Tennessee
$324K +$205K +1,963 +187%
MPWT
1246
MassMutual Private Wealth & Trust
Connecticut
$322K -$27.4K -262 -8%
BFA
1247
Beacon Financial Advisory
Ohio
$321K +$19.5K +186 +6%
FP
1248
Financial Perspectives
Minnesota
$320K +$7.95K +76 +3%
SAG
1249
SageView Advisory Group
California
$319K -$298K -2,845 -48%
SWG
1250
Summit Wealth Group
Vermont
$319K – – –
48 49
50
51 52