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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1226
Kathmere Capital Management
Pennsylvania
$544K -$378K -2,646 -43%
PMG
1227
Private Management Group
California
$543K +$510K +3,568 New
WAS
1228
Winch Advisory Services
Wisconsin
$543K – – –
GWAM
1229
Guardian Wealth Advisors (Minnesota)
Minnesota
$542K -$165K -1,157 -25%
EFG
1230
Everhart Financial Group
Ohio
$542K +$39.7K +278 +8%
SRC
1231
Shufro Rose & Co
New York
$541K – – –
VCM
1232
Violich Capital Management
California
$538K +$48.6K +340 +11%
CSC
1233
Caldwell Sutter Capital
California
$536K -$19K -133 -4%
CBTWT
1234
Community Bank & Trust (Waco, Texas)
Texas
$536K – – –
OFS
1235
OneAscent Financial Services
Alabama
$536K +$12.6K +88 +3%
LI
1236
LRI Investments
Florida
$535K +$9.15K +64 +2%
AWM
1237
Angeles Wealth Management
California
$533K -$6K -42 -1%
LIP
1238
Lighthouse Investment Partners
Florida
$533K -$1.07M -7,500 -68%
HWMO
1239
Heritage Wealth Management (Ohio)
Ohio
$532K -$67K -469 -12%
MFS
1240
Miller Financial Services
Michigan
$531K -$4K -28 -0.8%
PCG
1241
Prosperity Consulting Group
Maryland
$530K -$5K -35 -1%
HIA
1242
HFM Investment Advisors
New Jersey
$525K +$1.14K +8 +0.2%
PB
1243
Pinnacle Bancorp
Nebraska
$524K – – –
HWP
1244
Highline Wealth Partners
California
$524K -$429 -3 -0.1%
CHJWM
1245
Carlton Hofferkamp & Jenks Wealth Management
Texas
$523K -$28.6K -200 -5%
JWM
1246
Jeppson Wealth Management
California
$521K -$57.2K -400 -10%
BFC
1247
Bedel Financial Consulting
Indiana
$519K -$3K -21 -0.6%
FWA
1248
FSM Wealth Advisors
Ohio
$519K +$285K +1,994 +140%
HAM
1249
Harmony Asset Management
Arizona
$518K – – –
VA
1250
VestGen Advisors
Illinois
$518K -$20.3K -142 -4%
48 49
50
51 52