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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1301
Ipswich Investment Management
Massachusetts
$540K -$12.8K -100 -3%
WC
1302
Waterloo Capital
Texas
$539K -$39.9K -312 -9%
FIC
1303
Family Investment Center
Missouri
$539K +$412K +3,222 New
NWA
1304
Navis Wealth Advisors
New York
$537K – – –
RCAG
1305
Rehmann Capital Advisory Group
Michigan
$536K +$7.42K +58 +2%
PFBT
1306
Parkside Financial Bank & Trust
Missouri
$535K -$2.81K -22 -0.7%
QWP
1307
Quotient Wealth Partners
Texas
$533K +$32.8K +256 +9%
ST
1308
Sageworth Trust
Pennsylvania
$532K +$407K +3,179 New
SAM
1309
Sawgrass Asset Management
Florida
$529K +$87.3K +682 +28%
TC
1310
TownSquare Capital
Utah
$529K -$333K -2,599 -45%
EPIMS
1311
Evelyn Partners Investment Management Services
$528K -$69.7K -545 -15%
HFA
1312
High Falls Advisors
New York
$526K +$403K +3,146 New
RCA
1313
Resonant Capital Advisors
Wisconsin
$524K -$8.7K -68 -2%
JF
1314
JSF Financial
California
$524K -$38.4K -300 -9%
CWS
1315
Confluence Wealth Services
Pennsylvania
$523K -$43K -336 -10%
WWM
1316
Whalen Wealth Management
Nevada
$523K +$400K +3,126 New
BCG
1317
BayBridge Capital Group
California
$522K -$17.7K -138 -4%
PAS
1318
PKS Advisory Services
New York
$521K -$109K -855 -22%
WB
1319
WesBanco Bank
West Virginia
$519K -$3.71K -29 -0.9%
GFA
1320
Gallagher Fiduciary Advisors
Illinois
$519K +$10.2K +80 +3%
HIP
1321
Harrell Investment Partners
Texas
$518K – – –
OIAM
1322
OFI Invest Asset Management
France
$516K +$312K +2,440 +206%
TA
1323
Tactive Advisors
Florida
$516K -$84.7K -662 -18%
GAG
1324
Goodman Advisory Group
Massachusetts
$514K +$2.05K +16 +0.5%
WDL
1325
Well Done LLC
Michigan
$512K +$1.66K +13 +0.4%
51 52
53
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