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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1701
Concord Wealth Partners
Virginia
$32.2K +$1.12K +12 +5%
OWP
1702
ORG Wealth Partners
Texas
$30.8K -$43K -460 -64%
CB
1703
Community Bank
New York
$30.8K – – –
TFM
1704
TFC Financial Management
Massachusetts
$30.1K -$560 -6 -2%
VNA
1705
Valley National Advisers
Pennsylvania
$30K -$13.4K -143 -36%
CT
1706
Clearstead Trust
Maine
$29.6K +$7.57K +81 +51%
HHMI
1707
Howard Hughes Medical Institute
Maryland
$29.6K +$22.4K +240 New
AP
1708
Aspect Partners
Virginia
$28.5K – – –
USB
1709
Union Savings Bank
Connecticut
$28.4K -$15.9K -170 -40%
CIAS
1710
CBIZ Investment Advisory Services
Ohio
$28.4K +$6.72K +72 +46%
ACA
1711
American Capital Advisory
Idaho
$27.9K -$1.87K -20 -8%
SC
1712
Swan Capital
Florida
$27.6K +$2.24K +24 +12%
CT
1713
Coastline Trust
Rhode Island
$27.5K – – –
CVM
1714
Cheviot Value Management
California
$27.3K – – –
FCAS
1715
First Command Advisory Services
Texas
$27.2K +$14.3K +153 +225%
BI
1716
Binnacle Investments
Iowa
$27.1K -$2.9K -31 -12%
CCC
1717
Chelsea Counsel Company
California
$27.1K – – –
NB
1718
NBT Bank
New York
$27.1K – – –
TCM
1719
TD Capital Management
Tennessee
$26.6K +$17.4K +186 +620%
T
1720
Tidemark
California
$26.1K +$1.12K +12 +6%
DSC
1721
Duncker Streett & Co
Missouri
$26K – – –
PA
1722
Pineridge Advisors
Missouri
$25.9K – – –
CFS
1723
CGC Financial Services
Oregon
$25.3K – – –
TFGT
1724
TS Financial Group (TSFG)
Illinois
$25K – – –
GPI
1725
General Partner Inc
Pennsylvania
$24.9K – – –
67 68
69
70 71