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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Cyndeo Wealth Partners
Florida
$431K -$1.95K -23 -0.4%
OHWA
1202
Oak Hill Wealth Advisors
Virginia
$429K – – –
PI
1203
Putnam Investments
Massachusetts
$428K -$2.76M -32,484 -86%
DAS
1204
Dynamic Advisor Solutions
Arizona
$428K -$36.9K -434 -8%
PWMAG
1205
Pinnacle Wealth Management Advisory Group
New Jersey
$425K +$510 +6 +0.1%
BHBT
1206
Burke & Herbert Bank & Trust
Virginia
$424K -$1.78K -21 -0.4%
MMA
1207
Miracle Mile Advisors
California
$423K +$9.77K +115 +2%
CFGS
1208
Concourse Financial Group Securities
Alabama
$423K -$432K -5,088 -50%
LCM
1209
Logan Capital Management
Pennsylvania
$421K – – –
PBC
1210
Pavion Blue Capital
California
$420K -$107K -1,256 -20%
BW
1211
Bison Wealth
Georgia
$420K +$197K +2,316 +86%
KOC
1212
Koss-Olinger Consulting
Florida
$420K +$4.08K +48 +1%
FWM
1213
FFT Wealth Management
Pennsylvania
$419K +$61.3K +722 +17%
AWE
1214
Avidian Wealth Enterprises
Texas
$418K +$62.4K +735 +17%
AFG
1215
Albion Financial Group
Utah
$417K -$1.33M -15,660 -76%
IAMOG
1216
Investors Asset Management of Georgia
Georgia
$417K +$48.8K +574 +13%
CI
1217
Conning Inc
Connecticut
$417K -$54.9K -646 -11%
RW
1218
Rede Wealth
Virginia
$416K -$2.38K -28 -0.6%
TFA
1219
Trinity Financial Advisors
Ohio
$416K -$126K -1,480 -23%
SBIA
1220
Sheaff Brock Investment Advisors
Indiana
$414K -$5.35K -63 -1%
PIA
1221
Perennial Investment Advisors
California
$413K +$1.02K +12 +0.2%
CA
1222
Cornerstone Advisory
Maryland
$413K -$89.5K -1,054 -18%
RGC
1223
Roberts, Glore & Co
Illinois
$411K +$8.58K +101 +2%
RC
1224
Rovin Capital
Arizona
$410K +$13.2K +155 +3%
CA
1225
CapWealth Advisors
Tennessee
$409K -$765 -9 -0.2%
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