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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1201
Foundations Investment Advisors
Arizona
$573K +$88.6K +724 +21%
SRC
1202
Stone Run Capital
New York
$573K – – –
IEFM
1203
IQ EQ Fund Management
Ireland
$571K -$145K -1,182 -22%
CFO
1204
CVA Family Office
Colorado
$571K +$9.67K +79 +2%
MPWT
1205
MassMutual Private Wealth & Trust
Connecticut
$571K -$8.08K -66 -2%
PCMC
1206
Planning Capital Management Corporation
Pennsylvania
$570K -$3.32M -27,137 -87%
SWA
1207
Stratos Wealth Advisors
Ohio
$569K -$20.9K -171 -4%
DS
1208
DRW Securities
Illinois
$569K +$509K +4,159 New
SC
1209
Savoie Capital
Illinois
$567K – – –
PCG
1210
Prosperity Consulting Group
Maryland
$567K -$120K -978 -19%
FA
1211
Freestate Advisors
Kansas
$561K +$502K +4,104 New
LCM
1212
Logan Capital Management
Pennsylvania
$560K -$25K -204 -5%
CIA
1213
Compass Ion Advisors
Pennsylvania
$559K -$2.94K -24 -0.6%
ML
1214
McAdam LLC
Pennsylvania
$558K +$179K +1,460 +56%
OC
1215
Opinicus Capital
Florida
$558K +$38.9K +318 +8%
CSI
1216
Cross Staff Investments
New York
$557K – – –
FTIS
1217
First Trust Investment Solutions
Florida
$556K -$52K -425 -9%
GWCM
1218
Godshalk Welsh Capital Management
Pennsylvania
$555K -$30.6K -250 -6%
MWM
1219
Mission Wealth Management
California
$553K +$66.5K +543 +15%
RIA
1220
Regal Investment Advisors
Michigan
$552K -$4.04M -33,009 -89%
AWE
1221
Avidian Wealth Enterprises
Texas
$551K -$54.5K -445 -10%
PWA
1222
Prairie Wealth Advisors
Nebraska
$549K +$56.3K +460 +13%
SA
1223
SRH Advisors
Kansas
$547K – – –
ECM
1224
Exchange Capital Management
Michigan
$545K -$9.79K -80 -2%
FG
1225
Fiduciary Group
Georgia
$544K -$22.3K -182 -4%
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