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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1326
Gryphon Financial Partners
Ohio
$511K +$43.2K +338 +12%
AWM
1327
Arista Wealth Management
Nevada
$509K +$389K +3,043 New
NWWA
1328
New Wave Wealth Advisors
Arkansas
$509K +$150K +1,175 +63%
A
1329
AlphaQuest
New York
$509K +$355K +2,774 +1,039%
CAM
1330
Cozad Asset Management
Illinois
$509K +$58.2K +455 +18%
SMA
1331
Seven Mile Advisory
New Jersey
$508K +$123K +958 +46%
RA
1332
RFG Advisory
Alabama
$507K +$36.7K +287 +10%
CPA
1333
Capital Performance Advisors
California
$503K +$385K +3,008 New
SWG
1334
Summit Wealth Group
Vermont
$503K – – –
ABLA
1335
Alan B. Lancz & Associates
Ohio
$502K – – –
MAM
1336
Madison Asset Management
Wisconsin
$502K – – –
SWM
1337
SFG Wealth Management
Maryland
$502K – – –
UPS
1338
UHLMANN PRICE SECURITIES
Illinois
$502K – – –
TPI
1339
Trust Point Inc
Wisconsin
$501K +$118K +925 +45%
RL
1340
Retireful LLC
Michigan
$501K -$506K -3,953 -57%
SCM
1341
Sunbeam Capital Management
Georgia
$500K +$3.46K +27 +0.9%
CWG
1342
Cornerstone Wealth Group
North Carolina
$500K +$77.5K +606 +25%
OL
1343
OneFund LLC
Florida
$500K +$14.1K +110 +4%
SWA
1344
SFMG Wealth Advisors
Texas
$500K +$382K +2,986 New
PAG
1345
Paladin Advisory Group
Iowa
$498K -$101K -786 -21%
KAS
1346
KPP Advisory Services
Kentucky
$496K +$2.05K +16 +0.5%
JGUA
1347
John G. Ullman & Associates
New York
$496K +$25.6K +200 +7%
WP
1348
WealthPLAN Partners
Nebraska
$494K -$2.56K -20 -0.7%
WAM
1349
Walker Asset Management
Missouri
$494K +$384 +3 +0.1%
SFC
1350
Strategic Financial Concepts
Texas
$493K -$12.8K -100 -3%
52 53
54
55 56