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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
976
SageView Advisory Group
California
$888K -$83.5K -551 -9%
GWM
977
Geneos Wealth Management
Colorado
$887K -$2.09M -13,764 -72%
AWM
978
Aries Wealth Management
Maine
$885K -$15.2K -100 -2%
VDI
979
Vaughan David Investments
Illinois
$883K -$20K -132 -2%
GIM
980
Goelzer Investment Management
Indiana
$882K -$1.21K -8 -0.1%
FP
981
Fiduciary Planning
Florida
$880K – – –
SI
982
Saxon Interests
Texas
$880K -$103K -682 -11%
KWA
983
Kingswood Wealth Advisors
California
$878K -$51.8K -342 -6%
LA
984
LVW Advisors
New York
$873K +$29.6K +195 +4%
MFIM
985
Mesirow Financial Investment Management
Illinois
$871K -$228K -1,506 -22%
ACA
986
Aptus Capital Advisors
Alabama
$868K -$30K -198 -4%
AWM
987
Avior Wealth Management
Nebraska
$868K -$611K -4,028 -43%
FLPIM
988
F.L. Putnam Investment Management
Massachusetts
$867K -$6.52K -43 -0.8%
LPT
989
Legacy Private Trust
Wisconsin
$866K -$1.16M -7,668 -59%
AWA
990
Aaron Wealth Advisors
Illinois
$865K +$20.5K +135 +3%
NG
991
Norden Group
Utah
$865K -$32.6K -215 -4%
TW
992
TritonPoint Wealth
Maryland
$864K -$29.4K -194 -4%
WG
993
Wellington Group
Indiana
$864K +$313K +2,067 +63%
UAS
994
United Asset Strategies
New York
$863K +$152 +1 +0%
FCA
995
FLC Capital Advisors
California
$861K -$606 -4 -0.1%
IAMOG
996
Investors Asset Management of Georgia
Georgia
$860K +$48.5K +320 +6%
IA
997
Inspire Advisors
Idaho
$857K +$38K +251 +5%
TT
998
TI-Trust
Illinois
$855K +$36.1K +238 +5%
BHBT
999
Burke & Herbert Bank & Trust
Virginia
$854K -$90.9K -600 -10%
VIP
1000
Vista Investment Partners
Oklahoma
$853K +$1.36K +9 +0.2%
38 39
40
41 42