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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
1451
Breakwater Capital Group
New Jersey
$256K – – –
WAS
1452
WESPAC Advisors SoCal
California
$256K – – –
SFP
1453
Sweet Financial Partners
Minnesota
$256K +$11.6K +92 +5%
LS
1454
Livforsakringsbolaget Skandia
Sweden
$256K -$63K -500 -20%
BPWM
1455
Badgley Phelps Wealth Managers
Washington
$255K +$244K +1,940 New
FC
1456
Forte Capital
New York
$255K +$244K +1,939 New
LA
1457
Lifeworks Advisors
Michigan
$255K +$12.3K +98 +5%
CIAS
1458
Capital Investment Advisory Services
North Carolina
$254K -$23.1K -183 -9%
VVP
1459
Venture Visionary Partners
Ohio
$254K +$243K +1,928 New
PGIM
1460
Pacific Global Investment Management
California
$253K -$59K -468 -20%
BWM
1461
BNC Wealth Management
Oregon
$253K – – –
JAG
1462
Journey Advisory Group
Kentucky
$252K +$882 +7 +0.4%
SFG
1463
SNS Financial Group
Minnesota
$252K -$5.42K -43 -2%
BCM
1464
Bridgeway Capital Management
Texas
$250K – – –
AWM
1465
Accurate Wealth Management
Florida
$250K +$240K +1,908 New
PWM
1466
Penobscot Wealth Management
Maine
$249K -$146K -1,159 -38%
BL
1467
Balentine LLC
Georgia
$249K -$1.46M -11,588 -86%
SC
1468
SouthState Corp
Florida
$249K -$630 -5 -0.3%
FOA
1469
Five Oceans Advisors
California
$248K +$238K +1,888 New
AAM
1470
Aureus Asset Management
Massachusetts
$245K – – –
YIA
1471
YHB Investment Advisors
Connecticut
$245K +$235K +1,863 New
TWM
1472
Tradition Wealth Management
Minnesota
$244K +$1.64K +13 +0.7%
PMG
1473
Private Management Group
California
$244K +$3.78K +30 +2%
CFD
1474
Creative Financial Designs
Indiana
$244K +$108K +858 +86%
ICM
1475
IMS Capital Management
Oregon
$243K +$6.3K +50 +2%
57 58
59
60 61