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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1076
Strategic Blueprint
Georgia
$674K +$796 +5 +0.1%
WKWM
1077
Walter & Keenan Wealth Management
Indiana
$674K -$232K -1,455 -24%
HBT
1078
Heartland Bank & Trust
Illinois
$673K +$20.4K +128 +3%
AB
1079
Atlas Brown
Kentucky
$670K +$318 +2 +0%
GCM
1080
G2 Capital Management
Ohio
$670K -$9.87K -62 -1%
MWA
1081
Meridian Wealth Advisors
Texas
$669K -$3.73M -23,445 -84%
SCP
1082
Stamos Capital Partners
California
$668K +$90.4K +568 +14%
NWA
1083
New World Advisors
Massachusetts
$666K -$90K -565 -11%
IWA
1084
IVC Wealth Advisors
Pennsylvania
$666K -$46.7K -293 -6%
VA
1085
Valmark Advisers
Ohio
$662K -$8.92K -56 -1%
CVM
1086
Cheviot Value Management
California
$655K – – –
WPC
1087
Wedmont Private Capital
Pennsylvania
$655K -$49.5K -311 -7%
CTB
1088
Country Trust Bank
Illinois
$655K -$145K -911 -17%
YIA
1089
YHB Investment Advisors
Connecticut
$653K +$17.7K +111 +3%
OCA
1090
OpenArc Corporate Advisory
Georgia
$652K +$84.6K +531 +13%
CFO
1091
CVA Family Office
Colorado
$651K +$36.5K +229 +5%
NPFS
1092
Novak & Powell Financial Services
Florida
$651K +$2.23K +14 +0.3%
PG
1093
Proffitt & Goodson
Tennessee
$650K -$697K -4,379 -49%
FZCM
1094
Flynn Zito Capital Management
New York
$648K -$18.3K -115 -3%
OA
1095
Operose Advisors
Wisconsin
$648K -$796 -5 -0.1%
MGWM
1096
Marks Group Wealth Management
Minnesota
$647K -$155K -975 -18%
MFA
1097
Mayflower Financial Advisors
Massachusetts
$647K -$7.8K -49 -1%
TSWM
1098
Triangle Securities Wealth Management
North Carolina
$647K – – –
EWA
1099
EverSource Wealth Advisors
Alabama
$645K -$36.6K -230 -5%
MG
1100
Marex Group
$644K +$435K +2,731 +160%
42 43
44
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