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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCA
676
DSG Capital Advisors
Minnesota
$1.97M +$2M +15,226 New
CFA
677
Cahill Financial Advisors
Minnesota
$1.96M +$137K +1,041 +7%
GRP
678
Global Retirement Partners
California
$1.96M +$314K +2,395 +19%
NP
679
NorthRock Partners
Minnesota
$1.95M +$175K +1,337 +10%
NCM
680
NCM Capital Management
New Jersey
$1.95M +$311K +2,370 +19%
RC
681
RBF Capital
California
$1.94M -$656K -5,000 -25%
MWM
682
Massachusetts Wealth Management
Massachusetts
$1.93M +$36.1K +275 +2%
AMG
683
Advisors Management Group
Wisconsin
$1.93M +$1.05K +8 +0.1%
PFS
684
Physicians Financial Services
North Carolina
$1.9M -$6.69K -51 -0.3%
OIM
685
Orca Investment Management
Oregon
$1.9M -$40.7K -310 -2%
NGA
686
Naples Global Advisors
Florida
$1.89M -$4.46K -34 -0.2%
GFA
687
Gallagher Fiduciary Advisors
Illinois
$1.87M -$192K -1,466 -9%
CIAS
688
Capital Investment Advisory Services
North Carolina
$1.86M -$56.9K -434 -3%
SGCA
689
Steel Grove Capital Advisors
Tennessee
$1.85M -$407K -3,102 -18%
HWAM
690
Hennion & Walsh Asset Management
New Jersey
$1.84M -$305K -2,322 -14%
OIAM
691
OFI Invest Asset Management
France
$1.84M +$1.94M +14,770 New
SGC
692
Slocum, Gordon & Co
Rhode Island
$1.83M – – –
GI
693
GAMMA Investing
California
$1.81M +$51.9K +396 +3%
OQS
694
Occudo Quantitative Strategies
Florida
$1.81M +$1.84M +14,021 New
KTC
695
Kentucky Trust Company
Kentucky
$1.81M +$1.84M +14,001 New
CC
696
Courier Capital
New York
$1.8M -$166K -1,264 -8%
WI
697
Wahed Invest
New York
$1.8M +$65.3K +498 +4%
FNT
698
First National Trust
Pennsylvania
$1.79M -$656 -5 -0%
BAM
699
Belpointe Asset Management
Nevada
$1.79M +$223K +1,702 +15%
FP
700
Financial Perspectives
Minnesota
$1.79M +$262 +2 +0%
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