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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1051
Graypoint LLC
New York
$749K +$19.4K +148 +3%
PAM
1052
Paradigm Asset Management
New York
$749K +$761K +5,800 New
KCM
1053
Kathmere Capital Management
Pennsylvania
$748K +$25.8K +197 +4%
FPW
1054
Fairvoy Private Wealth
Alabama
$744K +$756K +5,764 New
FCA
1055
FLC Capital Advisors
California
$743K – – –
AWM
1056
Aries Wealth Management
Maine
$742K -$13.1K -100 -2%
MAM
1057
Morse Asset Management
Connecticut
$735K -$39.3K -300 -5%
VWM
1058
Venturi Wealth Management
Texas
$734K +$697K +5,315 +1,436%
RA
1059
Ransom Advisory
Rhode Island
$734K -$19.4K -148 -3%
TPWM
1060
Twelve Points Wealth Management
Massachusetts
$732K +$133K +1,015 +22%
RI
1061
Ridgewood Investments
New Jersey
$732K -$12.6K -96 -2%
CI
1062
Cigna Investments
Connecticut
$729K -$11.4K -87 -2%
MS
1063
Maven Securities
Jersey
$728K -$1.87M -14,274 -72%
HFAS
1064
Hummer Financial Advisory Services
Illinois
$728K -$13.1K -100 -2%
WOC
1065
West Oak Capital
California
$727K +$13.1K +100 +2%
SB
1066
Strategic Blueprint
Georgia
$724K -$10.6K -81 -1%
KCFA
1067
Key Client Fiduciary Advisors
New Jersey
$721K – – –
PWAM
1068
Pinnacle West Asset Management
Wyoming
$720K – – –
RSWM
1069
Robertson Stephens Wealth Management
California
$719K +$16.3K +124 +2%
SC
1070
SouthState Corp
Florida
$717K -$12.2K -93 -2%
SAM
1071
Shell Asset Management
Netherlands
$717K +$728K +5,554 New
AM
1072
AGF Management
Ontario, Canada
$717K +$456K +3,479 +168%
FFWA
1073
FRG Family Wealth Advisors
Washington
$716K – – –
VCP
1074
Verus Capital Partners
Arizona
$716K +$6.17K +47 +0.9%
FA
1075
Financial Avengers
California
$715K +$600K +4,577 +475%
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