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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1876
Cardinal Point Capital Management
Ontario, Canada
$723K +$95.2K +243 +13%
RRA
1877
Red Reef Advisors
Florida
$722K -$51.3K -131 -6%
SWM
1878
Silverlake Wealth Management
Vermont
$721K +$3.13K +8 +0.4%
SIM
1879
Samara Investment Management
Oregon
$721K +$836K +2,134 New
WA
1880
Wealth Alliance
New York
$719K -$47.4K -121 -5%
LOWM
1881
Laurel Oak Wealth Management
New Jersey
$719K -$152K -387 -15%
ISWM
1882
Independent Solutions Wealth Management
New York
$719K -$112K -285 -12%
APW
1883
Aventura Private Wealth
Florida
$718K +$30.9K +79 +4%
CFS
1884
Commonwealth Financial Services
West Virginia
$718K +$81.9K +209 +11%
WA
1885
WealthTrust Axiom
Pennsylvania
$718K -$691K -1,764 -45%
WCM
1886
Wedge Capital Management
North Carolina
$717K +$22.3K +57 +3%
TSMHT
1887
Thurston Springer Miller Herd & Titak
Indiana
$715K -$277K -707 -25%
IWP
1888
Invenio Wealth Partners
Florida
$712K -$60.3K -154 -7%
FG
1889
Foster Group
Iowa
$709K +$151K +386 +23%
EFG
1890
Ethos Financial Group
Pennsylvania
$709K -$513K -1,310 -37%
MFG
1891
Magnus Financial Group
New York
$707K -$25.9K -66 -3%
VA
1892
Valmark Advisers
Ohio
$706K +$242K +617 +42%
WMA
1893
West Michigan Advisors
Michigan
$706K -$183K -467 -18%
PCS
1894
Personal CFO Solutions
New Jersey
$706K -$107K -274 -12%
BBES
1895
Buffalo Business & Estate Services
New York
$704K +$817K +2,085 New
NWAG
1896
Net Worth Advisory Group
Utah
$704K +$366K +934 +81%
UB
1897
Umpqua Bank
Oregon
$702K -$30.6K -78 -4%
JWM
1898
Jeppson Wealth Management
California
$702K -$4.31K -11 -0.5%
WTFG
1899
Wood Tarver Financial Group
Idaho
$701K -$105K -267 -11%
HPC
1900
HM Payson & Co
Maine
$698K -$177K -451 -18%
74 75
76
77 78