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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1176
Robertson Stephens Wealth Management
California
$633K +$137K +1,347 +27%
IBOK
1177
Independence Bank of Kentucky
Kentucky
$633K -$387K -3,791 -38%
FP
1178
Fiduciary Planning
Florida
$630K – – –
PBC
1179
Pavion Blue Capital
California
$630K +$24.4K +239 +4%
CA
1180
Cornerstone Advisory
Maryland
$627K +$7.04K +69 +1%
HCWM
1181
Harrison & Co Wealth Management
Virginia
$623K +$54.7K +536 +9%
DGAM
1182
Desjardins Global Asset Management
Quebec, Canada
$622K -$738K -7,236 -54%
OHWA
1183
Oak Hill Wealth Advisors
Virginia
$622K +$632K +6,201 New
MAM
1184
Mastrapasqua Asset Management
Tennessee
$621K -$3.06K -30 -0.5%
CCWM
1185
Cassaday & Co Wealth Management
Virginia
$618K +$629K +6,167 New
MKC
1186
M. Kraus & Co
Vermont
$618K +$32.9K +323 +6%
FBT
1187
First Bankers Trust
Kentucky
$618K +$12.2K +120 +2%
BCI
1188
Brinker Capital Investments
Pennsylvania
$618K -$22.1K -217 -3%
TSWM
1189
Triangle Securities Wealth Management
North Carolina
$618K -$6.83K -67 -1%
MHS
1190
M Holdings Securities
Oregon
$616K -$14K -137 -2%
UAS
1191
United Asset Strategies
New York
$615K +$49.2K +482 +9%
TAM
1192
Trillium Asset Management
Massachusetts
$613K -$24.5K -240 -4%
XT
1193
XTX Topco
Cayman Islands
$612K +$83.8K +822 +16%
BG
1194
Bollard Group
Massachusetts
$609K -$37.4K -367 -6%
SWM
1195
Spire Wealth Management
Virginia
$609K +$153K +1,502 +33%
KA
1196
Kovack Advisors
Florida
$609K -$238K -2,329 -28%
APA
1197
Astoria Portfolio Advisors
New York
$608K +$33K +324 +6%
MWM
1198
Mission Wealth Management
California
$607K -$38.9K -381 -6%
RG
1199
Rathbones Group
United Kingdom
$607K -$6.32K -62 -1%
OPTFSNA
1200
Old Point Trust & Financial Services N A
Virginia
$605K -$23.1K -227 -4%
46 47
48
49 50