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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1176
Jeppson Wealth Management
California
$508K -$56K -675 -11%
SWM
1177
Sendero Wealth Management
Texas
$500K -$25.7K -310 -5%
MBT
1178
Montecito Bank & Trust
California
$498K -$55.4K -668 -11%
CASB
1179
Cape Ann Savings Bank
Massachusetts
$497K -$23.1K -279 -5%
MWA
1180
Midland Wealth Advisors
Illinois
$496K -$6.63K -80 -1%
V
1181
ViaWealth
Kansas
$496K -$72K -868 -13%
DM
1182
Deerfield Management
New York
$496K +$243K +2,932 +110%
MFA
1183
Mayflower Financial Advisors
Massachusetts
$495K -$2.91M -35,076 -86%
BFM
1184
Boston Financial Management
Massachusetts
$494K -$87.8K -1,059 -16%
MSE
1185
MUFG Securities EMEA
United Kingdom
$493K +$52.7K +636 +13%
CPIG
1186
Chicago Partners Investment Group
Illinois
$492K +$14.8K +178 +3%
FG
1187
Fiduciary Group
Georgia
$492K -$32.1K -387 -7%
MWA
1188
Monograph Wealth Advisors
California
$491K +$459K +5,541 New
IAMOG
1189
Investors Asset Management of Georgia
Georgia
$488K -$8.62K -104 -2%
RFA
1190
Register Financial Advisors
Georgia
$488K +$457K +5,508 New
ZIG
1191
Zullo Investment Group
Pennsylvania
$488K +$47.9K +578 +12%
AUB
1192
Atlantic Union Bankshares
Virginia
$487K +$91K +1,098 +25%
WPW
1193
Waldron Private Wealth
Pennsylvania
$486K -$54.6K -659 -11%
NRI
1194
NFP Retirement Inc
California
$485K +$91.8K +1,107 +25%
QCG
1195
Quadrant Capital Group
Ohio
$485K +$37.1K +448 +9%
VF
1196
Virtu Financial
New York
$485K +$454K +5,471 New
SWA
1197
Stratos Wealth Advisors
Ohio
$482K -$25.4K -306 -5%
TAM
1198
Tocqueville Asset Management
New York
$480K -$12.1K -146 -3%
MAG
1199
Mayfair Advisory Group
Alabama
$478K +$36.5K +440 +9%
BST
1200
Bath Savings Trust
Maine
$476K -$87.4K -1,054 -16%
46 47
48
49 50