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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
1251
Summit Wealth Group
Vermont
$319K – – –
MA
1252
Modus Advisors
Minnesota
$319K +$322K +3,075 New
PFBT
1253
Parkside Financial Bank & Trust
Missouri
$318K -$5.54K -53 -2%
SWM
1254
SFG Wealth Management
Maryland
$317K – – –
BCP
1255
Berkeley Capital Partners
Georgia
$317K +$141K +1,347 +79%
PCM
1256
Prelude Capital Management
New York
$317K -$2.37M -22,671 -88%
NF
1257
Nikulski Financial
Iowa
$316K -$17.8K -170 -5%
FAG
1258
Fortitude Advisory Group
Washington
$316K +$28.2K +270 +10%
GC
1259
Grimes & Company
Massachusetts
$316K +$2.2K +21 +0.7%
TFCP
1260
Twin Focus Capital Partners
Massachusetts
$315K – – –
LCGC
1261
Legacy Capital Group California
California
$315K -$13.4K -128 -4%
RRA
1262
Round Rock Advisors
Connecticut
$314K -$366K -3,500 -54%
GKIM
1263
GW&K Investment Management
Massachusetts
$313K -$3.56K -34 -1%
WANY
1264
Wealthspire Advisors (New York)
New York
$313K +$55.6K +532 +21%
WA
1265
WP Advisors
California
$313K -$98.1K -938 -24%
GI
1266
GAMCO Investors
Connecticut
$312K +$11.6K +111 +4%
ABLA
1267
Alan B. Lancz & Associates
Ohio
$311K -$41.8K -400 -12%
AA
1268
Alta Advisers
United Kingdom
$311K – – –
BMCM
1269
Black Maple Capital Management
Wisconsin
$311K +$314K +3,000 New
UPS
1270
UHLMANN PRICE SECURITIES
Illinois
$311K +$314K +3,000 New
AWM
1271
Avaii Wealth Management
Wisconsin
$311K +$314K +2,999 New
CCG
1272
Ceeto Capital Group
Florida
$311K -$627K -6,000 -67%
OBWG
1273
Onyx Bridge Wealth Group
New York
$310K -$93.3K -892 -23%
GAA
1274
Global Assets Advisory
Florida
$309K +$143K +1,364 +79%
FHA
1275
First Horizon Advisors
Tennessee
$309K +$3.66K +35 +1%
49 50
51
52 53