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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2051
Impact Capital Partners
Colorado
$546K +$75.6K +193 +14%
ACM
2052
Absolute Capital Management
Pennsylvania
$545K +$632K +1,613 New
SIC
2053
SJS Investment Consulting
Ohio
$542K +$160K +409 +34%
CWA
2054
Consilio Wealth Advisors
Washington
$542K -$3.52K -9 -0.6%
HAS
2055
HBW Advisory Services
California
$541K -$195K -498 -24%
CSPIA
2056
Cary Street Partners Investment Advisory
Virginia
$541K +$55.2K +141 +10%
AU
2057
AlphaGrep UK
$540K +$262K +670 +72%
AWM
2058
Aberdeen Wealth Management
Illinois
$538K +$8.62K +22 +1%
PS
2059
Planned Solutions
California
$537K +$27.8K +71 +5%
DC
2060
Diametric Capital
Massachusetts
$537K +$622K +1,589 New
TIA
2061
Tiemann Investment Advisors
California
$536K +$152K +388 +32%
MTC
2062
Matrix Trust Company
Colorado
$533K +$618K +1,578 New
RFC
2063
Regions Financial Corp
Alabama
$532K +$30.6K +78 +5%
TIA
2064
Traphagen Investment Advisors
New Jersey
$532K +$18.8K +48 +3%
QPWM
2065
Quadrant Private Wealth Management
Pennsylvania
$532K +$70.9K +181 +13%
YIA
2066
YHB Investment Advisors
Connecticut
$528K -$190K -485 -24%
VW
2067
Vance Wealth
California
$527K -$64.6K -165 -10%
LWA
2068
LifeGoal Wealth Advisors
New York
$527K +$561K +1,433 New
MBWA
2069
Marin Bay Wealth Advisors
California
$527K +$611K +1,560 New
MA
2070
MCF Advisors
Kentucky
$526K +$293K +749 +93%
SGI
2071
Swan Global Investments
Colorado
$526K +$610K +1,556 New
MVF
2072
Markin Volterra Fund
New York
$524K -$95.6K -244 -14%
EV
2073
EJMK Ventures
Illinois
$523K +$252K +644 +71%
AAG
2074
Armstrong Advisory Group
Massachusetts
$519K +$77.6K +198 +15%
ADEF
2075
ABS Direct Equity Fund
Connecticut
$519K +$353K +900 New
81 82
83
84 85