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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
951
Level Four Advisory Services
Texas
$812K -$1.7K -18 -0.2%
BWP
952
Baldwin Wealth Partners
Massachusetts
$808K – – –
MGWM
953
Marks Group Wealth Management
Minnesota
$808K +$56.9K +603 +7%
GWAM
954
Guardian Wealth Advisors (Minnesota)
Minnesota
$805K +$1.51K +16 +0.2%
IC
955
IEQ Capital
California
$804K -$1.23M -13,002 -59%
HI
956
Hudock Inc
Pennsylvania
$802K -$138K -1,459 -14%
RWM
957
Ritholtz Wealth Management
New York
$802K -$2.62M -27,743 -75%
MGIA
958
Moneta Group Investment Advisors
Missouri
$801K +$42.6K +452 +5%
SP
959
Symmetry Partners
Connecticut
$801K – – –
BB
960
Bell Bank
North Dakota
$801K +$1.32K +14 +0.2%
AF
961
Allworth Financial
California
$800K -$6.87M -72,881 -89%
CIM
962
CIM Investment Management
Pennsylvania
$799K +$478K +5,068 +126%
JFA
963
JNBA Financial Advisors
Minnesota
$799K -$22.6K -240 -3%
KNW
964
Kesler Norman & Wride
Utah
$798K -$157K -1,661 -15%
RC
965
Roundview Capital
New Jersey
$797K -$16K -170 -2%
SC
966
SouthState Corp
Florida
$796K -$72.1K -765 -8%
EFMC
967
Empire Financial Management Company
New York
$796K +$854K +9,054 New
TTWM
968
TCV Trust & Wealth Management
Virginia
$795K -$77.4K -821 -8%
GIA
969
GHP Investment Advisors
Colorado
$794K +$14.9K +158 +2%
SWK
970
Stephen W. Kidder
$793K -$59.8K -634 -7%
BHPW
971
Beverly Hills Private Wealth
California
$792K +$850K +9,017 New
IF
972
Intrua Financial
Texas
$792K -$805K -8,533 -47%
ECM
973
Elgethun Capital Management
South Dakota
$790K +$7.73K +82 +0.9%
FIM
974
Fruth Investment Management
Texas
$790K -$55.3K -586 -6%
TFM
975
TFC Financial Management
Massachusetts
$788K +$754 +8 +0.1%
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