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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1251
Empirical Wealth Management
Washington
$541K +$102K +674 +25%
CA
1252
Crewe Advisors
Utah
$540K +$8.34K +55 +2%
SOS
1253
Silver Oak Securities
Tennessee
$540K -$6.82K -45 -1%
OAM
1254
Ostrum Asset Management
France
$538K +$415K +2,740 +472%
RCYC
1255
Richard C. Young & Co
Rhode Island
$537K +$1.52K +10 +0.3%
CFO
1256
Cambient Family Office
Michigan
$537K +$1.67K +11 +0.3%
BHC
1257
Bull Harbor Capital
Maryland
$537K +$1.36K +9 +0.3%
JMFC
1258
J.M. Forbes & Co
Massachusetts
$533K +$28.6K +189 +6%
CTA
1259
Colonial Trust Advisors
South Carolina
$532K +$152 +1 +0%
PCS
1260
Personal CFO Solutions
New Jersey
$530K +$45K +297 +10%
MWM
1261
Mosley Wealth Management
California
$529K +$222K +1,465 +81%
AFWM
1262
Arta Finance Wealth Management
California
$528K -$19.3K -127 -4%
YIM
1263
Yoffe Investment Management
Pennsylvania
$527K – – –
UB
1264
Umpqua Bank
Oregon
$526K -$22.7K -150 -4%
GC
1265
Gibson Capital
Pennsylvania
$526K +$303 +2 +0.1%
CFD
1266
Creative Financial Designs
Indiana
$525K +$16.8K +111 +4%
ACM
1267
AlphaStar Capital Management
North Carolina
$525K +$15.6K +103 +3%
WPA
1268
Winning Points Advisors
Florida
$523K – – –
CF
1269
Centaurus Financial
California
$521K +$164K +1,084 +51%
MM
1270
MQS Management
New York
$520K +$156K +1,030 +47%
MPCG
1271
Matrix Private Capital Group
New York
$520K – – –
LWMNY
1272
Landmark Wealth Management (New York)
New York
$519K -$152 -1 -0%
AWM
1273
Aprio Wealth Management
Georgia
$519K -$25.3K -167 -5%
FRM
1274
Fox Run Management
Connecticut
$518K +$485K +3,200 New
FAL
1275
Focused Alpha LLC
Colorado
$516K -$495K -3,265 -51%
49 50
51
52 53