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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
951
San Luis Wealth Advisors
California
$938K -$5.15K -34 -0.6%
TCA
952
Transcend Capital Advisors
New Jersey
$937K +$38K +251 +5%
MSS
953
Mitchell Sinkler & Starr
Pennsylvania
$936K +$9.09K +60 +1%
HA
954
Herold Advisors
New York
$930K -$21.1K -139 -2%
WH
955
Wallace Hart
Kentucky
$929K +$111K +732 +15%
HFAS
956
Hummer Financial Advisory Services
Illinois
$925K – – –
SVWAG
957
Sound View Wealth Advisors Group
Georgia
$922K -$12K -79 -1%
JFA
958
JNBA Financial Advisors
Minnesota
$920K +$103K +678 +14%
CWM
959
Cahaba Wealth Management
Georgia
$918K +$2.58K +17 +0.3%
VWM
960
Venturi Wealth Management
Texas
$912K +$30.3K +200 +4%
RS
961
R Squared
Hong Kong
$911K +$424K +2,797 +99%
CAC
962
Core Alternative Capital
Georgia
$910K – – –
MIM
963
Miller Investment Management
Pennsylvania
$909K – – –
SWM
964
Shrier Wealth Management
California
$907K +$14.2K +94 +2%
PMSA
965
Patrick M. Sweeney & Associates
Illinois
$905K +$27.4K +181 +3%
NAMI
966
Nomura Asset Management International
Pennsylvania
$901K -$15.8M -104,567 -95%
SWK
967
Stephen W. Kidder
$901K – – –
BOS
968
Bank of Stockton
California
$900K +$38.7K +255 +5%
AC
969
Apella Capital
Connecticut
$891K -$15.2K -100 -2%
SW
970
SVB Wealth
Massachusetts
$888K +$10.6K +70 +1%
SAG
971
SageView Advisory Group
California
$888K -$83.5K -551 -9%
GWM
972
Geneos Wealth Management
Colorado
$887K -$2.09M -13,764 -72%
AWM
973
Aries Wealth Management
Maine
$885K -$15.2K -100 -2%
VDI
974
Vaughan David Investments
Illinois
$883K -$20K -132 -2%
GIM
975
Goelzer Investment Management
Indiana
$882K -$1.21K -8 -0.1%
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