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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1226
Prairie Wealth Advisors
Nebraska
$592K -$704K -4,305 Closed
BCB
1227
Brian C. Broderick
$592K – – –
AWE
1228
Avidian Wealth Enterprises
Texas
$591K +$4.25K +26 +0.7%
FFS
1229
Founders Financial Securities
Maryland
$591K +$219K +1,341 +57%
LCM
1230
Logan Capital Management
Pennsylvania
$590K +$164 +1 +0%
SRC
1231
Shufro Rose & Co
New York
$589K – – –
EWA
1232
Exencial Wealth Advisors
Oklahoma
$589K -$53.8K -329 -8%
CIA
1233
Compass Ion Advisors
Pennsylvania
$589K +$164 +1 +0%
BMCM
1234
Burns Matteson Capital Management
New York
$585K +$257K +1,573 +75%
FG
1235
Fiduciary Group
Georgia
$585K -$981 -6 -0.2%
WAG
1236
Wilkerson Advisory Group
Missouri
$585K +$597K +3,651 New
CIA
1237
Cladis Investment Advisory
Montana
$584K +$164 +1 +0%
DM
1238
Diversified Management
Wisconsin
$581K +$593K +3,627 New
BFA
1239
Bill Few Associates
Pennsylvania
$580K +$49.4K +302 +9%
MA
1240
MONECO Advisors
Connecticut
$580K -$19.3K -118 -3%
AWM
1241
Aprio Wealth Management
Georgia
$580K +$20.8K +127 +4%
JEST
1242
JTC Employer Solutions Trustee
Jersey
$579K – – –
CAM
1243
Clark Asset Management
New Hampshire
$579K +$39.6K +242 +7%
OC
1244
Oakworth Capital
Alabama
$578K – – –
CWM
1245
Centurion Wealth Management
Virginia
$578K +$981 +6 +0.2%
GLAM
1246
Gardner Lewis Asset Management
Pennsylvania
$577K +$590K +3,607 New
MM
1247
MQS Management
New York
$577K +$590K +3,606 New
ONST
1248
Old North State Trust
North Carolina
$577K -$4.58K -28 -0.8%
PSCM
1249
Per Stirling Capital Management
Texas
$577K -$49.1K -300 -8%
WIM
1250
Warwick Investment Management
Texas
$577K +$491 +3 +0.1%
48 49
50
51 52