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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
976
Herold Advisors
New York
$968K -$32.4K -198 -3%
RSWM
977
Robertson Stephens Wealth Management
California
$966K -$75.4K -461 -7%
NCM
978
Neumann Capital Management
California
$962K – – –
GIA
979
Gladstone Institutional Advisory
Florida
$955K -$1.06M -6,472 -52%
FCA
980
FLC Capital Advisors
California
$949K -$36.8K -225 -4%
PL
981
PeakShares LLC
Florida
$947K +$967K +5,916 New
CBT
982
Crews Bank & Trust
Florida
$943K -$39.9K -244 -4%
TM
983
Taproot Management
New York
$943K +$963K +5,890 New
EF
984
Exeter Financial
Arizona
$943K – – –
IAS
985
Insigneo Advisory Services
Florida
$943K -$4.58K -28 -0.5%
PPWP
986
Premier Path Wealth Partners
New Jersey
$941K +$29.4K +180 +3%
XF
987
XML Financial
Maryland
$940K -$38.3K -234 -4%
BHBT
988
Burke & Herbert Bank & Trust
Virginia
$940K -$81.8K -500 -8%
SWK
989
Stephen W. Kidder
$939K – – –
DM
990
Diker Management
New York
$937K +$479K +2,927 +100%
LJAC
991
L.J. Altfest & Co
New York
$936K -$16.4K -100 -2%
SLWA
992
San Luis Wealth Advisors
California
$929K +$2.45K +15 +0.3%
FLPIM
993
F.L. Putnam Investment Management
Massachusetts
$927K +$114K +696 +14%
SVWAG
994
Sound View Wealth Advisors Group
Georgia
$925K -$3.11K -19 -0.3%
SWM
995
Shrier Wealth Management
California
$924K +$944K +5,771 New
HIP
996
HUB Investment Partners
Texas
$918K -$94.4K -577 -9%
MSS
997
Mitchell Sinkler & Starr
Pennsylvania
$916K +$13.9K +85 +2%
AWM
998
Aries Wealth Management
Maine
$913K – – –
HKAM
999
Horizon Kinetics Asset Management
New York
$913K -$16.4K -100 -2%
DWM
1000
Diversify Wealth Management
Utah
$911K +$24.4K +149 +3%
38 39
40
41 42