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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
901
Brown, Lisle/Cummings
Rhode Island
$872K +$25K +312 +3%
VCS
902
Vaughan & Co Securities
New Jersey
$867K +$158K +1,967 +26%
CI
903
Ceera Investments
Texas
$866K -$772K -9,624 -50%
HWM
904
HighMark Wealth Management
Minnesota
$863K +$39K +486 +5%
BC
905
Bridgefront Capital
Texas
$862K +$75.7K +943 +11%
CIC
906
Crawford Investment Counsel
Georgia
$862K -$30.7K -382 -4%
VSQM
907
V-Square Quantitative Management
Illinois
$859K +$232K +2,897 +45%
BHPW
908
Beverly Hills Private Wealth
California
$854K +$12.7K +158 +2%
LFAS
909
Level Four Advisory Services
Texas
$854K +$125K +1,554 +20%
MS
910
Maven Securities
Jersey
$853K -$1.57M -19,569 -68%
CCM
911
Coldstream Capital Management
Washington
$852K -$124K -1,543 -14%
PCMM
912
Piedmont Capital Management (Montana)
Montana
$850K +$25K +311 +3%
AWM
913
Accurate Wealth Management
Florida
$849K +$140K +1,746 +23%
CAI
914
Capital Advisors Inc
Oklahoma
$848K -$24.3K -303 -3%
EWA
915
Exencial Wealth Advisors
Oklahoma
$848K -$30.9K -385 -4%
MYIA
916
Mount Yale Investment Advisors
Colorado
$847K +$2.25K +28 +0.3%
CWP
917
Cyndeo Wealth Partners
Florida
$847K +$5.14K +64 +0.7%
FC
918
FCA Corp
Texas
$844K -$454K -5,652 -38%
IPW
919
Impact Partnership Wealth
Georgia
$841K +$88.6K +1,104 +14%
LIM
920
Longfellow Investment Management
Massachusetts
$839K – – –
NHT
921
New Hampshire Trust
New Hampshire
$838K -$21.3K -266 -3%
UBV
922
United Bank (Virginia)
Virginia
$837K -$75.7K -943 -9%
BAM
923
Belpointe Asset Management
Nevada
$836K +$10.4K +130 +1%
SVWAG
924
Sound View Wealth Advisors Group
Georgia
$836K +$3.21K +40 +0.4%
LCM
925
LVM Capital Management
Michigan
$835K -$307K -3,827 -30%
35 36
37
38 39