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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1201
FSM Wealth Advisors
Ohio
$594K -$12.7K -84 -2%
BMCM
1202
Burns Matteson Capital Management
New York
$592K – – –
FG
1203
Fiduciary Group
Georgia
$592K – – –
SN
1204
Sittner & Nelson
Oregon
$589K – – –
DCM
1205
Donaldson Capital Management
Indiana
$588K +$550K +3,631 New
HTIM
1206
Harbour Trust & Investment Management
Indiana
$588K -$60.6K -400 -10%
WAG
1207
Wilkerson Advisory Group
Missouri
$588K -$455 -3 -0.1%
DM
1208
Diversified Management
Wisconsin
$587K -$19.9K -131 -3%
PIA
1209
Perennial Investment Advisors
California
$587K -$24.6K -162 -4%
SGC
1210
Slocum, Gordon & Co
Rhode Island
$587K +$8.03K +53 +1%
AL
1211
Aspiriant LLC
California
$587K -$514K -3,393 -48%
LCM
1212
Logan Capital Management
Pennsylvania
$584K +$547K +3,610 New
HAM
1213
Harmony Asset Management
Arizona
$583K -$303 -2 -0.1%
SW
1214
SteelPeak Wealth
California
$583K -$90.3K -596 -14%
AWE
1215
Avidian Wealth Enterprises
Texas
$581K +$5.3K +35 +1%
PWAM
1216
Private Wealth Asset Management
Iowa
$580K -$693K -4,575 -56%
JCM
1217
J2 Capital Management
Michigan
$578K -$20.2K -133 -4%
OHIS
1218
Oak Harvest Investment Services
Texas
$578K -$5.01M -33,052 -90%
OFS
1219
OneAscent Financial Services
Alabama
$578K -$29.9K -197 -5%
EFG
1220
Everest Financial Group
Minnesota
$575K +$11.4K +75 +2%
CIA
1221
Cladis Investment Advisory
Montana
$575K – – –
PSCM
1222
Per Stirling Capital Management
Texas
$574K -$1.52K -10 -0.3%
IA
1223
Integrity Alliance
Iowa
$574K -$1.1M -7,249 -67%
VCM
1224
Violich Capital Management
California
$573K – – –
BOH
1225
Bank of Hawaii
Hawaii
$572K +$14.1K +93 +3%
47 48
49
50 51