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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1151
Mystic Asset Management
Rhode Island
$644K +$25K +204 +5%
TWP
1152
Tyche Wealth Partners
Texas
$641K -$56.3K -460 -9%
FCCM
1153
First City Capital Management
Georgia
$639K -$11.8K -96 -2%
FM
1154
Foster & Motley
Ohio
$638K -$15.3K -125 -3%
MBT
1155
Montecito Bank & Trust
California
$638K -$2.2K -18 -0.4%
TPWM
1156
Twelve Points Wealth Management
Massachusetts
$637K +$53.9K +440 +10%
QCG
1157
Quadrant Capital Group
Ohio
$636K -$65.4K -534 -10%
LA
1158
LVW Advisors
New York
$634K +$1.96K +16 +0.3%
MA
1159
MCF Advisors
Kentucky
$631K -$68.8K -562 -11%
SFP
1160
Sterling Financial Planning
New Jersey
$631K -$4.53K -37 -0.8%
GCM
1161
G2 Capital Management
Ohio
$630K – – –
PK
1162
Pflug Koory
Nebraska
$628K +$562K +4,593 New
AUB
1163
Atlantic Union Bankshares
Virginia
$627K – – –
GWM
1164
Geneos Wealth Management
Colorado
$621K +$56.2K +459 +11%
BTWM
1165
Brass Tax Wealth Management
Ohio
$619K +$555K +4,530 New
CSB
1166
City State Bank
Iowa
$617K -$1.1K -9 -0.2%
PMAM
1167
Penn Mutual Asset Management
Pennsylvania
$615K – – –
CFD
1168
Creative Financial Designs
Indiana
$615K -$11.9K -97 -2%
BST
1169
Bath Savings Trust
Maine
$614K – – –
HWMO
1170
Heritage Wealth Management (Ohio)
Ohio
$614K -$24.4K -199 -4%
V
1171
ViaWealth
Kansas
$613K +$13.1K +107 +2%
TAM
1172
Trillium Asset Management
Massachusetts
$611K – – –
JFGIW
1173
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$610K – – –
TF
1174
Tompkins Financial
New York
$610K -$99.9K -816 -15%
WH
1175
Willner & Heller
California
$609K +$2.94K +24 +0.5%
45 46
47
48 49