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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1226
Ransom Advisory
Rhode Island
$299K – – –
UWP
1227
Uniting Wealth Partners
Kansas
$298K +$360K +3,542 New
AGP
1228
Aspire Growth Partners
Florida
$295K +$345K +3,390 New
BWA
1229
Bordeaux Wealth Advisors
California
$293K -$7.12K -70 -2%
WCM
1230
Whitener Capital Management
North Carolina
$293K – – –
SIG
1231
Stonegate Investment Group
Alabama
$291K +$60.3K +593 +21%
ACM
1232
Advisors Capital Management
New Jersey
$291K +$60.9K +599 +21%
FSA
1233
Franklin Street Advisors
North Carolina
$290K – – –
LIM
1234
Leavell Investment Management
Alabama
$290K +$350K +3,438 New
PFA
1235
Pure Financial Advisors
California
$289K +$8.04K +79 +2%
JF
1236
JSF Financial
California
$288K +$89.4K +879 +35%
SFC
1237
Strategic Financial Concepts
Texas
$287K – – –
FIM
1238
Freedom Investment Management
Connecticut
$285K -$247K -2,432 -42%
CNB
1239
Camden National Bank
Maine
$282K -$14.6K -144 -4%
GWWM
1240
Great Waters Wealth Management
Minnesota
$281K -$1.53K -15 -0.4%
PFBT
1241
Parkside Financial Bank & Trust
Missouri
$281K +$27.9K +274 +9%
AFIA
1242
America First Investment Advisors
Nebraska
$281K – – –
HWMO
1243
Heritage Wealth Management (Ohio)
Ohio
$280K – – –
CH
1244
Cromwell Holdings
Wyoming
$280K -$19.7K -194 -6%
IIM
1245
Ipswich Investment Management
Massachusetts
$280K – – –
BFM
1246
Boothbay Fund Management
New York
$280K -$5.45M -53,548 -94%
S
1247
Sunpointe
Missouri
$279K +$74.9K +736 +29%
SCM
1248
Sterling Capital Management
North Carolina
$279K -$173K -1,696 -34%
SRC
1249
Shufro Rose & Co
New York
$278K – – –
VAM
1250
Valliance Asset Management
Hong Kong
$277K +$335K +3,292 New
48 49
50
51 52