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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFW
1626
Avantra Family Wealth
Pennsylvania
$1.09M -$38K -97 -3%
FF
1627
Friedenthal Financial
New Jersey
$1.09M +$1.26M +3,223 New
G
1628
GenTrust
Florida
$1.09M +$340K +869 +37%
FFM
1629
Forum Financial Management
Illinois
$1.08M -$5.63M -14,380 -82%
SAM
1630
Sawgrass Asset Management
Florida
$1.08M +$16.5K +42 +1%
BAM
1631
Bosun Asset Management
Illinois
$1.08M -$39.2K -100 -3%
FAFN
1632
First Affirmative Financial Network
Colorado
$1.08M +$1.25M +3,194 New
CPA
1633
Cardiff Park Advisors
California
$1.08M +$1.25M +3,193 New
CC
1634
Clearwave Capital
California
$1.08M -$156K -399 -11%
PNC
1635
Park National Corp
Ohio
$1.07M -$186K -476 -13%
SW
1636
SVB Wealth
Massachusetts
$1.07M -$97.1K -248 -7%
DE
1637
Diversified Enterprises
Delaware
$1.07M +$261K +667 +27%
JWA
1638
JFS Wealth Advisors
Pennsylvania
$1.07M +$740K +1,889 +147%
SAM
1639
Secure Asset Management
Michigan
$1.07M +$1.24M +3,171 New
DBRC
1640
D.B. Root & Company
Pennsylvania
$1.07M +$216K +552 +21%
VR
1641
Vision Retirement
New Jersey
$1.07M +$1.15M +2,933 +1,264%
BWP
1642
BSW Wealth Partners
Colorado
$1.07M +$142K +362 +13%
SWG
1643
Summit Wealth Group
Vermont
$1.06M +$11K +28 +0.9%
GCM
1644
Goldstream Capital Management
Hong Kong
$1.05M +$10.6K +27 +0.9%
CWS
1645
Confluence Wealth Services
Pennsylvania
$1.05M -$7.83K -20 -0.6%
CFO
1646
Cambient Family Office
Michigan
$1.05M +$315K +804 +35%
FCM
1647
FirstWave Capital Management
Florida
$1.05M +$1.22M +3,103 New
GI
1648
GS Investments
Minnesota
$1.05M +$1.21M +3,101 New
EA
1649
Everpar Advisors
Oklahoma
$1.05M -$121K -309 -9%
HIP
1650
Harrell Investment Partners
Texas
$1.05M – – –
64 65
66
67 68