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Mitsubishi UFJ Financial
MUFG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPI
251
Trust Point Inc
Wisconsin
$227K -$16.1K -1,589 -7%
RCA
252
Resonant Capital Advisors
Wisconsin
$224K +$1.03K +102 +0.5%
ACP
253
Aveo Capital Partners
Colorado
$218K -$35.2K -3,475 -15%
AWM
254
Aprio Wealth Management
Georgia
$212K +$20.2K +1,996 +11%
AWM
255
Apollon Wealth Management
South Carolina
$212K +$34K +3,350 +21%
FAFN
256
First Affirmative Financial Network
Colorado
$210K +$9.51K +938 +5%
AHL
257
Abel Hall LLC
Louisiana
$210K +$16.8K +1,657 +9%
VI
258
VanderPol Investments
Michigan
$207K – – –
BCM
259
Barometer Capital Management
Ontario, Canada
$203K +$191K +18,800 New
SFS
260
Sowell Financial Services
Arkansas
$203K +$188K +18,535 New
LFA
261
Legacy Financial Advisors
Kentucky
$201K -$2.29K -226 -1%
CCG
262
Catalina Capital Group
California
$194K +$9.31K +918 +5%
IC
263
IEQ Capital
California
$187K – – –
9WM
264
9258 Wealth Management
Ohio
$185K – – –
HAG
265
HighPoint Advisor Group
Illinois
$184K -$984 -97 -0.6%
MCM
266
Manchester Capital Management
Vermont
$178K – – –
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$177K +$4.57K +451 +3%
NG
268
Norden Group
Utah
$174K -$36.7K -3,620 -18%
HT
269
Headlands Technologies
Illinois
$173K +$28.3K +2,790 +21%
SWP
270
Stratos Wealth Partners
Ohio
$172K -$4.24K -418 -3%
AIA
271
Alera Investment Advisors
Illinois
$172K +$162K +15,925 New
DAS
272
Dynamic Advisor Solutions
Arizona
$167K +$157K +15,457 New
LI
273
LRI Investments
Florida
$164K +$154K +15,156 New
FCP
274
Fidelis Capital Partners
Florida
$163K +$801 +79 +0.5%
SC
275
Sapient Capital
Indiana
$162K – – –
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11
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