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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2026
LeConte Wealth Management
Tennessee
$368K +$11.5K +50 +4%
MW
2027
Merited Wealth
Florida
$367K +$295K +1,286 New
JWA
2028
JFS Wealth Advisors
Pennsylvania
$367K +$24.8K +108 +9%
BFS
2029
BridgePort Financial Solutions
Iowa
$366K – – –
WSCM
2030
Wellington Shields Capital Management
New York
$364K – – –
HCM
2031
Hollencrest Capital Management
California
$363K +$220K +960 +307%
1IA
2032
1834 Investment Advisors
Wisconsin
$363K – – –
IA
2033
Intellus Advisors
Florida
$363K -$1.61K -7 -0.5%
TWM
2034
Tumwater Wealth Management
Idaho
$362K -$9.18K -40 -3%
CWP
2035
Corepath Wealth Partners
Arizona
$362K +$240K +1,047 New
ACGA
2036
Atlanta Consulting Group Advisors
Georgia
$362K +$291K +1,267 New
WIA
2037
Wealthedge Investment Advisors
New York
$361K +$290K +1,265 New
CW
2038
Cedarwood Wealth
Colorado
$357K +$211K +918 New
LBWM
2039
Left Brain Wealth Management
Illinois
$357K +$287K +1,250 New
MF
2040
Manuka Financial
Virginia
$355K +$6.42K +28 +2%
CWA
2041
Continuum Wealth Advisors
New York
$354K +$285K +1,241 New
JWM
2042
JGP Wealth Management
Oregon
$353K +$284K +1,238 New
HL
2043
HeadInvest LLC
Maine
$353K – – –
BL
2044
Balentine LLC
Georgia
$352K -$21.6K -94 -7%
1CP
2045
1015 Capital Partners
Pennsylvania
$352K +$283K +1,233 New
ESB
2046
Essex Savings Bank
Connecticut
$350K -$57.1K -249 -17%
1IA
2047
1620 Investment Advisors
Massachusetts
$350K -$55.1K -240 -16%
FMI
2048
F/M Investments
District of Columbia
$349K +$281K +1,223 New
TW
2049
Traveka Wealth
California
$349K +$4.82K +21 +2%
TL
2050
Tradewinds LLC
North Carolina
$348K -$13.1K -57 -4%
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