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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1326
Riverstone Advisors
Texas
$347K – – –
FA
1327
Fermata Advisors
California
$346K +$332K +2,633 New
TCM
1328
Traynor Capital Management
Pennsylvania
$345K -$7.18K -57 -2%
GS
1329
Gagnon Securities
New York
$344K -$163K -1,290 -33%
MWA
1330
Midland Wealth Advisors
Illinois
$344K +$1.51K +12 +0.5%
SN
1331
Sittner & Nelson
Oregon
$343K – – –
S
1332
Sunpointe
Missouri
$343K -$11.6K -92 -3%
SB
1333
Simmons Bank
Arkansas
$339K +$325K +2,579 New
IA
1334
IFG Advisory
Georgia
$339K +$325K +2,577 New
IWP
1335
Invenio Wealth Partners
Florida
$338K – – –
MAWA
1336
Moss Adams Wealth Advisors
Washington
$337K +$59.1K +469 +22%
SIM
1337
Seaview Investment Managers
Florida
$336K +$8.44K +67 +3%
BCA
1338
Bay Colony Advisors
Massachusetts
$335K -$39.1K -310 -11%
FFN
1339
Focus Financial Network
Minnesota
$335K +$13.4K +106 +4%
KCM
1340
Kathmere Capital Management
Pennsylvania
$332K +$49.4K +392 +18%
QFA
1341
Quantum Financial Advisors
California
$332K – – –
WH
1342
Wallace Hart
Kentucky
$331K +$317K +2,518 New
DOA
1343
D'Orazio & Associates
Virginia
$330K – – –
WA
1344
Wealth Architects
California
$330K +$316K +2,508 New
ATFA
1345
All Terrain Financial Advisors
Minnesota
$329K – – –
FIB
1346
First Interstate Bank
Montana
$329K – – –
JWCA
1347
J.W. Coons Advisors
Ohio
$329K – – –
WWM
1348
Western Wealth Management
Colorado
$329K +$22.7K +180 +8%
VA
1349
Valmark Advisers
Ohio
$328K +$5.42K +43 +2%
WJWM
1350
Williams Jones Wealth Management
New York
$328K +$314K +2,490 New
52 53
54
55 56