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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
926
Cary Street Partners Investment Advisory
Virginia
$836K -$45.8K -470 -5%
CFFP
927
Center for Financial Planning
Michigan
$835K -$156K -1,602 -16%
PP
928
Prudential plc
United Kingdom
$835K -$156K -1,602 -16%
RT
929
Rockland Trust
Massachusetts
$832K -$245K -2,509 -24%
EW
930
Evoke Wealth
California
$831K -$513K -5,260 -39%
VSQM
931
V-Square Quantitative Management
Illinois
$823K -$131K -1,343 -14%
KOC
932
Koss-Olinger Consulting
Florida
$822K +$784K +8,041 New
MSFP
933
Mark Sheptoff Financial Planning
Connecticut
$821K +$651K +6,677 +491%
SG
934
StoneX Group
New York
$819K -$495K -5,081 -39%
IP
935
Ignite Planners
California
$818K -$82.3K -844 -9%
BEC
936
Blue Edge Capital
Virginia
$818K -$153K -1,568 -16%
ZIG
937
Zuckerman Investment Group
Illinois
$817K -$153K -1,567 -16%
V
938
VeraBank
Texas
$814K -$152K -1,562 -16%
WSC
939
Wellington Shields & Co
New York
$814K -$152K -1,561 -16%
GCA
940
Genesee Capital Advisors
New York
$808K +$771K +7,906 New
BFA
941
Beacon Financial Advisory
Ohio
$807K -$24.4K -250 -3%
BG
942
Bollard Group
Massachusetts
$807K -$28.9K -296 -4%
MFIM
943
Mesirow Financial Investment Management
Illinois
$804K -$195K -2,003 -20%
USCWA
944
U.S. Capital Wealth Advisors
Texas
$798K -$145K -1,489 -16%
SC
945
Sapient Capital
Indiana
$796K -$142K -1,461 -16%
LIM
946
Longfellow Investment Management
Massachusetts
$796K -$142K -1,461 -16%
IHL
947
Investment House LLC
California
$786K -$46.7K -479 -6%
XF
948
XML Financial
Maryland
$777K -$145K -1,483 -16%
HI
949
Horizon Investments
North Carolina
$777K -$134K -1,370 -15%
PG
950
Proffitt & Goodson
Tennessee
$775K -$138K -1,418 -16%
36 37
38
39 40