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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2101
Strategic Wealth Partners
Ohio
$502K +$123K +314 +27%
MAM
2102
MWA Asset Management
Massachusetts
$502K +$298K +762 +105%
BBP
2103
Banco BTG Pactual
Brazil
$502K -$601K -1,535 -51%
SG
2104
Stanich Group
New York
$502K -$174K -444 -23%
FPW
2105
Fairvoy Private Wealth
Alabama
$500K +$580K +1,480 New
TC
2106
Trilogy Capital
California
$500K -$77.6K -198 -12%
CIM
2107
Cambria Investment Management
California
$499K +$123K +314 +27%
MWM
2108
Meadowbrook Wealth Management
New York
$499K +$579K +1,477 New
WMA
2109
Wealth Management Associates
New Jersey
$499K +$219K +560 +61%
WP
2110
WealthShield Partners
North Carolina
$498K +$35.6K +91 +7%
WP
2111
WealthPLAN Partners
Nebraska
$497K -$759K -1,937 -57%
TA
2112
TFB Advisors
Kansas
$497K +$244K +622 +73%
MAG
2113
M3 Advisory Group
Massachusetts
$495K +$24.3K +62 +4%
CCAM
2114
Cascades Capital Asset Management
North Carolina
$494K -$636K -1,623 -53%
CL
2115
CLG LLC
California
$492K -$23.5K -60 -4%
RIP
2116
Reliant Investment Partners
North Carolina
$492K +$119K +304 +26%
IMC
2117
Investment Management Corporation
Virginia
$491K +$570K +1,454 New
CF
2118
Convergence Financial
Missouri
$491K +$277K +706 +99%
SSG
2119
Summit Securities Group
New York
$490K -$756K -1,930 -57%
FSA
2120
Franklin Street Advisors
North Carolina
$490K – – –
NAMP
2121
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$490K – – –
MFG
2122
Mosaic Financial Group
Illinois
$489K +$3.52K +9 +0.6%
AIIMS
2123
Analyst IMS Investment Management Services
Israel
$489K +$567K +1,447 New
PWA
2124
Phoenix Wealth Advisors
North Carolina
$489K -$1.14M -2,909 -67%
AI
2125
Accredited Investors
Minnesota
$488K +$230K +588 +69%
83 84
85
86 87