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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWM
2201
Legacy Capital Wealth Management
Texas
$1.69M -$1.01M -1,350 -48%
FP
2202
Fiduciary Planning
Florida
$1.68M -$247K -329 -18%
AWMT
2203
AAFMAA Wealth Management & Trust
North Carolina
$1.67M -$56.2K -75 -5%
MFG
2204
Mosaic Financial Group
Illinois
$1.67M +$1.5K +2 +0.1%
SI
2205
Severin Investments
Missouri
$1.66M -$977K -1,303 -47%
CA
2206
Claro Advisors
Massachusetts
$1.66M +$123K +164 +13%
MVF
2207
Markin Volterra Fund
New York
$1.66M -$88.5K -118 -8%
NPT
2208
Nixon Peabody Trust
Massachusetts
$1.65M -$158K -211 -13%
MSFS
2209
Main Street Financial Solutions
Pennsylvania
$1.65M -$7.5K -10 -0.7%
ICA
2210
Infrastructure Capital Advisors
New York
$1.65M +$1.07M +1,431 New
TAM
2211
Tucker Asset Management
Colorado
$1.65M +$239K +319 +29%
SPWM
2212
Spartan Planning & Wealth Management
North Carolina
$1.65M +$1.07M +1,428 New
JDLA
2213
J. Derek Lewis & Associates
California
$1.65M +$504K +672 +89%
BWM
2214
BlackDiamond Wealth Management
New York
$1.64M +$107K +143 +8%
PCA
2215
Prosperity Capital Advisors
Ohio
$1.64M +$583K +777 +121%
BM
2216
Brandywine Managers
Delaware
$1.63M +$1.06M +1,416 New
BOSSRA
2217
B.O.S.S. Retirement Advisors
Utah
$1.63M -$208K -277 -16%
DFG
2218
Demars Financial Group
Washington
$1.63M -$202K -269 -16%
PIWA
2219
Prevail Innovative Wealth Advisors
Kansas
$1.63M -$9.5M -12,669 -90%
EC
2220
EdgeRock Capital
Colorado
$1.63M +$346K +461 +49%
HP
2221
Hartree Partners
New York
$1.62M +$1.05M +1,403 New
SPI
2222
Sutton Place Investors
New York
$1.62M +$30.7K +41 +3%
CCFCSB
2223
Cape Cod Five Cents Savings Bank
Massachusetts
$1.62M +$1.05M +1,402 New
BCMLT
2224
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.62M – – –
ECM
2225
Estabrook Capital Management
New York
$1.62M -$75K -100 -7%
87 88
89
90 91