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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
1576
Comprehensive Financial Consultants Institutional
Indiana
$312K +$26.9K +210 +13%
BMWS
1577
Brady Martz Wealth Solutions
North Dakota
$310K – – –
NSIM
1578
North Star Investment Management
Illinois
$308K +$640 +5 +0.3%
APW
1579
Aventura Private Wealth
Florida
$307K +$89.2K +697 +61%
SA
1580
Strategic Advocates
Utah
$306K – – –
CAM
1581
Cypress Asset Management
Texas
$304K – – –
MWA
1582
Midland Wealth Advisors
Illinois
$301K -$14.7K -115 -6%
HHAA
1583
Henry H. Armstrong Associates
Pennsylvania
$301K – – –
LT
1584
Legacy Trust
Michigan
$301K +$230K +1,797 New
TBT
1585
Texas Bank & Trust
Texas
$300K -$374K -2,920 -62%
WCM
1586
WealthBridge Capital Management
Ohio
$300K +$10.9K +85 +5%
BCG
1587
Breakwater Capital Group
New Jersey
$298K -$27.4K -214 -11%
MMPW
1588
Mitchell McLeod Pugh & Williams
Alabama
$297K +$171K +1,340 New
FNT
1589
First National Trust
Pennsylvania
$297K -$20.1K -157 -8%
PWP
1590
Private Wealth Partners
California
$297K -$3.71K -29 -2%
WH
1591
Willner & Heller
California
$297K -$38.3K -299 -14%
MCA
1592
Magnolia Capital Advisors
Mississippi
$296K -$11.4K -89 -5%
EAM
1593
Empirical Asset Management
Massachusetts
$296K +$226K +1,769 New
FWM
1594
FMB Wealth Management
California
$295K +$256 +2 +0.1%
SIS
1595
Sound Income Strategies
Florida
$294K +$19.2K +150 +11%
TWM
1596
Tanager Wealth Management
United Kingdom
$294K +$225K +1,758 New
RPGK
1597
Retirement Planning Group (Kansas)
Kansas
$294K +$225K +1,757 New
SPL
1598
Smart Portfolios LLC
Washington
$293K – – –
FP
1599
Fiduciary Planning
Florida
$292K -$28K -219 -11%
CNBOF
1600
City National Bank of Florida
Florida
$292K +$224K +1,748 New
62 63
64
65 66