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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
976
Horizon Kinetics Asset Management
New York
$900K -$567K -3,675 -39%
SVWAG
977
Sound View Wealth Advisors Group
Georgia
$899K -$617 -4 -0.1%
SLWA
978
San Luis Wealth Advisors
California
$898K -$3.08K -20 -0.3%
HFAS
979
Hummer Financial Advisory Services
Illinois
$898K – – –
GSEP
980
Golden State Equity Partners
California
$897K -$412K -2,672 -32%
LSA
981
Leonteq Securities AG
Switzerland
$895K +$161K +1,046 +22%
AWM
982
Aries Wealth Management
Maine
$885K -$6.94K -45 -0.8%
PPWP
983
Premier Path Wealth Partners
New Jersey
$884K +$8.17K +53 +0.9%
BCM
984
BluePath Capital Management
Georgia
$880K +$201K +1,305 +30%
BCM
985
Beddow Capital Management
Wyoming
$878K -$331K -2,149 -28%
CAC
986
Core Alternative Capital
Georgia
$874K – – –
MSS
987
Mitchell Sinkler & Starr
Pennsylvania
$874K -$27K -175 -3%
MIM
988
Miller Investment Management
Pennsylvania
$871K -$597K -3,875 -41%
CWM
989
Cahaba Wealth Management
Georgia
$868K +$3.85K +25 +0.4%
BHIA
990
Birch Hill Investment Advisors
Massachusetts
$867K +$74K +480 +9%
PWAM
991
Pinnacle West Asset Management
Wyoming
$865K +$3.85K +25 +0.5%
VIP
992
Vista Investment Partners
Oklahoma
$863K +$771 +5 +0.1%
WF
993
Wayfinding Financial
Washington
$862K -$1.39K -9 -0.2%
RI
994
Ridgewood Investments
New Jersey
$862K -$2.62K -17 -0.3%
FFWA
995
FRG Family Wealth Advisors
Washington
$861K – – –
CFMC
996
Curbstone Financial Management Corp
New Hampshire
$856K – – –
1IA
997
1834 Investment Advisors
Wisconsin
$852K -$54.4K -353 -6%
KCFA
998
Key Client Fiduciary Advisors
New Jersey
$851K – – –
RPCONE
999
Retirement Planning Company of New England
Rhode Island
$850K -$8.17K -53 -1%
DWM
1000
Diversify Wealth Management
Utah
$848K +$21K +136 +3%
38 39
40
41 42