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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1251
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$55.3K +544 +20%
WFI
1252
West Family Investments
California
$276K +$334K +3,281 New
1IA
1253
1834 Investment Advisors
Wisconsin
$275K – – –
FHC
1254
First Heartland Consultants
Missouri
$275K -$174K -1,714 -34%
JGUA
1255
John G. Ullman & Associates
New York
$275K -$81.4K -800 -20%
NCM
1256
NCM Capital Management
New Jersey
$274K – – –
PA
1257
PFG Advisors
Arizona
$273K +$3.15K +31 +1%
GA
1258
Geller Advisors
New York
$273K -$81.1K -797 -20%
MTWM
1259
Masso Torrence Wealth Management
New Jersey
$272K -$2.54K -25 -0.8%
KNW
1260
Kesler Norman & Wride
Utah
$272K -$451K -4,431 -58%
EW
1261
Elyxium Wealth
California
$272K -$54.3K -534 -14%
OPWM
1262
Oxinas Partners Wealth Management
Indiana
$271K +$328K +3,225 New
PFA
1263
Pathway Financial Advisors
Vermont
$271K +$4.37K +43 +1%
PP
1264
Pingora Partners
Wyoming
$271K +$286K +2,816 +704%
CIA
1265
Cape Investment Advisory
Georgia
$271K +$224K +2,204 +218%
MAWA
1266
Moss Adams Wealth Advisors
Washington
$269K +$105K +1,033 +48%
KFA
1267
Kapstone Financial Advisors
Ohio
$269K – – –
LG
1268
LaFleur & Godfrey
Michigan
$268K -$8.05M -79,179 -96%
AP
1269
Adero Partners
California
$268K +$27.1K +266 +9%
EPA
1270
Element Pointe Advisors
Florida
$267K +$323K +3,177 New
CIAS
1271
Capital Investment Advisory Services
North Carolina
$267K +$111K +1,094 +53%
BFA
1272
Beacon Financial Advisory
Ohio
$267K +$8.34K +82 +3%
BBHC
1273
Brown Brothers Harriman & Co
New York
$267K +$45.4K +446 +16%
FC
1274
Farringdon Capital
United Kingdom
$267K +$322K +3,168 New
OFS
1275
OneAscent Financial Services
Alabama
$266K +$122K +1,204 +61%
49 50
51
52 53