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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1251
PKS Advisory Services
New York
$296K +$327K +3,404 New
OPWM
1252
Oxinas Partners Wealth Management
Indiana
$295K +$16.5K +172 +5%
RCAG
1253
Rehmann Capital Advisory Group
Michigan
$292K +$22.5K +234 +7%
RFC
1254
Regions Financial Corp
Alabama
$291K +$321K +3,344 New
GWWM
1255
Great Waters Wealth Management
Minnesota
$291K – – –
SCM
1256
Sterling Capital Management
North Carolina
$290K +$2.69K +28 +0.8%
AFIA
1257
America First Investment Advisors
Nebraska
$290K – – –
HWMO
1258
Heritage Wealth Management (Ohio)
Ohio
$289K – – –
PFA
1259
Pathway Financial Advisors
Vermont
$289K +$10.6K +110 +3%
IIM
1260
Ipswich Investment Management
Massachusetts
$289K – – –
CPRC
1261
Consolidated Portfolio Review Corp
New York
$288K +$73.4K +764 +30%
WCM
1262
Whitener Capital Management
North Carolina
$287K -$16.8K -175 -5%
SRC
1263
Shufro Rose & Co
New York
$287K – – –
SWM
1264
Silverlake Wealth Management
Vermont
$287K +$54K +562 +21%
1IA
1265
1834 Investment Advisors
Wisconsin
$284K – – –
JGUA
1266
John G. Ullman & Associates
New York
$284K – – –
PFBT
1267
Parkside Financial Bank & Trust
Missouri
$283K -$7.78K -81 -2%
NCM
1268
NCM Capital Management
New Jersey
$282K – – –
LIA
1269
LBMC Investment Advisors
Tennessee
$282K -$340K -3,544 -52%
LFA
1270
Legacy Financial Advisors
Kentucky
$282K +$59.5K +619 +24%
PIA
1271
Perennial Investment Advisors
California
$281K +$54.8K +571 +21%
AP
1272
Adero Partners
California
$281K +$5.38K +56 +2%
HAS
1273
HBW Advisory Services
California
$281K +$311K +3,236 New
NWA
1274
Navis Wealth Advisors
New York
$279K +$308K +3,210 New
CWP
1275
Cyndeo Wealth Partners
Florida
$279K +$308K +3,209 New
49 50
51
52 53