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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
976
Valmark Advisers
Ohio
$885K +$79.6K +557 +11%
MSS
977
Mitchell Sinkler & Starr
Pennsylvania
$884K -$2.66M -18,631 -76%
SLWA
978
San Luis Wealth Advisors
California
$884K -$96.5K -675 -10%
DFCM
979
Dark Forest Capital Management
Puerto Rico
$883K +$829K +5,801 New
SVWAG
980
Sound View Wealth Advisors Group
Georgia
$883K +$2.14K +15 +0.3%
HFAS
981
Hummer Financial Advisory Services
Illinois
$881K – – –
SAI
982
Savvy Advisors Inc
New York
$879K +$283K +1,982 +52%
AWM
983
Aries Wealth Management
Maine
$875K – – –
RSWM
984
Robertson Stephens Wealth Management
California
$867K +$78.3K +548 +11%
CCA
985
Checchi Capital Advisers
California
$865K -$57.6K -403 -7%
PPWP
986
Premier Path Wealth Partners
New Jersey
$859K +$85.3K +597 +12%
CAC
987
Core Alternative Capital
Georgia
$858K +$34.9K +244 +5%
FIA
988
Foundations Investment Advisors
Arizona
$856K -$2.47M -17,291 -75%
VAS
989
Vestmark Advisory Solutions
Massachusetts
$853K +$801K +5,603 New
IPW
990
Impact Partnership Wealth
Georgia
$850K +$798K +5,583 New
RI
991
Ridgewood Investments
New Jersey
$848K -$14.6K -102 -2%
CWM
992
Cahaba Wealth Management
Georgia
$848K -$1.72K -12 -0.2%
FWM
993
Forza Wealth Management
Florida
$847K +$29.7K +208 +4%
VDI
994
Vaughan David Investments
Illinois
$847K +$78.3K +548 +11%
VIP
995
Vista Investment Partners
Oklahoma
$845K +$1.14K +8 +0.1%
PWAM
996
Pinnacle West Asset Management
Wyoming
$845K -$4.29K -30 -0.5%
FFWA
997
FRG Family Wealth Advisors
Washington
$845K – – –
EWM
998
Empirical Wealth Management
Washington
$844K +$102K +711 +15%
RPCONE
999
Retirement Planning Company of New England
Rhode Island
$842K +$6.86K +48 +0.9%
CFMC
1000
Curbstone Financial Management Corp
New Hampshire
$840K -$36.9K -258 -4%
38 39
40
41 42