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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
IW
1126
Imprint Wealth
South Carolina
$482K +$30.2K +352 +6%
MIM
1127
Morningstar Investment Management
Illinois
$480K – – –
PGA
1128
Portland Global Advisors
Maine
$477K – – –
MWM
1129
Mission Wealth Management
California
$477K -$106K -1,234 -17%
SCA
1130
St. Clair Advisors
Ohio
$475K – – –
TCBWMS
1131
Texas Capital Bank Wealth Management Services
Texas
$474K -$21.5K -250 -4%
SN
1132
Sittner & Nelson
Oregon
$472K +$69.5K +810 +16%
TT
1133
TI-Trust
Illinois
$472K – – –
KFA
1134
Krane Funds Advisors
New York
$471K -$14.3K -166 -3%
LA
1135
LVW Advisors
New York
$470K +$516K +6,008 New
FBT
1136
First Bankers Trust
Kentucky
$470K +$25.7K +299 +5%
FWM
1137
Forza Wealth Management
Florida
$469K +$10.3K +120 +2%
CASB
1138
Cape Ann Savings Bank
Massachusetts
$468K -$5.32K -62 -1%
RAM
1139
Readystate Asset Management
Illinois
$468K -$519K -6,046 -50%
BBNA
1140
Bremer Bank National Association
Minnesota
$467K -$390K -4,546 -43%
SG
1141
StoneX Group
New York
$467K -$189K -2,200 -27%
MCM
1142
Manchester Capital Management
Vermont
$466K – – –
AM
1143
AGF Management
Ontario, Canada
$465K +$511K +5,947 New
TCWM
1144
Total Clarity Wealth Management
Illinois
$464K +$43.7K +509 +9%
TPWM
1145
Twelve Points Wealth Management
Massachusetts
$464K +$42.5K +495 +9%
SSW
1146
Smith Shellnut Wilson
Mississippi
$461K -$121K -1,407 -19%
WIA
1147
World Investment Advisors
California
$461K +$54.5K +635 +12%
AFG
1148
Allegheny Financial Group
Pennsylvania
$460K -$2.58K -30 -0.5%
GWSG
1149
GPS Wealth Strategies Group
Colorado
$458K -$429K -4,997 -46%
FAN
1150
Financial Advisors Network
California
$458K +$503K +5,853 New
44 45
46
47 48