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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
1351
All Terrain Financial Advisors
Minnesota
$259K – – –
JWCA
1352
J.W. Coons Advisors
Ohio
$259K – – –
AG
1353
Advocate Group
Minnesota
$258K -$95.2K -910 -27%
EW
1354
Evoke Wealth
California
$257K +$259K +2,480 New
SAM
1355
Sawgrass Asset Management
Florida
$257K – – –
WA
1356
Wealth Alliance
New York
$257K -$244K -2,332 -48%
IRC
1357
Investors Research Corp
Georgia
$257K – – –
QFA
1358
Quantum Financial Advisors
California
$256K -$5.86K -56 -2%
WA
1359
Wealth Architects
California
$256K -$4.18K -40 -2%
NIP
1360
Nicholas Investment Partners
California
$256K +$258K +2,468 New
SAI
1361
Systematic Alpha Investments
New Jersey
$255K – – –
SP
1362
Stonebrook Private
Michigan
$255K +$10.2K +98 +4%
HTC
1363
Haverford Trust Company
Pennsylvania
$253K +$14.4K +138 +6%
JAG
1364
Journey Advisory Group
Kentucky
$252K – – –
CPRC
1365
Consolidated Portfolio Review Corp
New York
$251K -$152K -1,452 -38%
PIA
1366
Perennial Investment Advisors
California
$250K -$43.1K -412 -15%
RCI
1367
RS Crum Inc
California
$249K – – –
IIA
1368
IPG Investment Advisors
California
$249K +$251K +2,400 New
SCP
1369
Sivia Capital Partners
California
$249K -$4.29K -41 -2%
SCA
1370
Sage Capital Advisors
South Dakota
$248K +$250K +2,391 New
FSC
1371
Full Sail Capital
Oklahoma
$248K – – –
LFA
1372
Legacy Financial Advisors
Kentucky
$247K +$2.51K +24 +1%
CAI
1373
Capital Advisors Inc
Oklahoma
$246K -$141K -1,350 -36%
HWA
1374
HCR Wealth Advisors
California
$245K +$247K +2,363 New
BPWM
1375
Badgley Phelps Wealth Managers
Washington
$244K +$43.6K +417 +21%
53 54
55
56 57