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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
926
Mount Yale Investment Advisors
Colorado
$723K -$28.1K -327 -3%
DI
927
Diligent Investors
California
$723K +$49.4K +575 +7%
BLC
928
Brown, Lisle/Cummings
Rhode Island
$723K +$14.6K +170 +2%
CWP
929
Cyndeo Wealth Partners
Florida
$720K +$348K +4,049 +79%
SRC
930
Stone Run Capital
New York
$720K -$51.3K -598 -6%
BHPW
931
Beverly Hills Private Wealth
California
$719K +$429 +5 +0.1%
JWCA
932
J.W. Cole Advisors
Florida
$718K +$24.7K +288 +3%
LIM
933
Longfellow Investment Management
Massachusetts
$718K – – –
EF
934
Empowered Funds
Pennsylvania
$716K +$141K +1,642 +22%
MGIA
935
Moneta Group Investment Advisors
Missouri
$716K -$88K -1,025 -10%
KCFA
936
Key Client Fiduciary Advisors
New Jersey
$715K -$3K -35 -0.4%
SVWAG
937
Sound View Wealth Advisors Group
Georgia
$713K +$11K +128 +1%
MFG
938
Merit Financial Group
Georgia
$712K -$103K -1,196 -12%
BHIA
939
Birch Hill Investment Advisors
Massachusetts
$711K – – –
MMHP
940
Murphy Middleton Hinkle & Parker
Georgia
$711K -$145K -1,688 -16%
P
941
Pitcairn
Pennsylvania
$709K +$27K +315 +4%
KFGK
942
Keystone Financial Group (Kentucky)
Kentucky
$707K +$71.8K +836 +10%
WQ
943
Wealth Quarterback
New Jersey
$707K +$67.3K +784 +10%
BAM
944
Belpointe Asset Management
Nevada
$706K +$43.7K +509 +6%
IWA
945
IVC Wealth Advisors
Pennsylvania
$706K -$13.4K -156 -2%
GWMI
946
Guardian Wealth Management (Illinois)
Illinois
$706K +$7.73K +90 +1%
IAN
947
Integrated Advisors Network
Texas
$704K +$76K +885 +11%
PCMM
948
Piedmont Capital Management (Montana)
Montana
$704K +$134K +1,563 +21%
FCCM
949
First City Capital Management
Georgia
$703K -$150K -1,745 -16%
PG
950
Proffitt & Goodson
Tennessee
$703K +$233K +2,714 +43%
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