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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Aberdeen Wealth Management
Illinois
$510K – – –
CHJWM
1252
Carlton Hofferkamp & Jenks Wealth Management
Texas
$509K -$24.6K -201 -5%
BCB
1253
Brian C. Broderick
$506K – – –
JGUA
1254
John G. Ullman & Associates
New York
$506K – – –
CCB
1255
Country Club Bank
Missouri
$505K -$156K -1,278 -26%
HCP
1256
Hexagon Capital Partners
Arkansas
$505K -$383K -3,131 -46%
SF
1257
Summit Financial
New Jersey
$504K -$58.6K -479 -12%
CA
1258
Crewe Advisors
Utah
$501K +$367 +3 +0.1%
FA
1259
Fiduciary Alliance
South Carolina
$500K -$32.3K -264 -7%
YCG
1260
Yeomans Consulting Group
Georgia
$498K +$446K +3,642 New
RFA
1261
Register Financial Advisors
Georgia
$496K +$245 +2 +0.1%
KIG
1262
Kowal Investment Group
Wisconsin
$496K -$734 -6 -0.2%
IF
1263
Insight Folios
North Carolina
$494K -$612 -5 -0.1%
JEST
1264
JTC Employer Solutions Trustee
Jersey
$494K – – –
PB
1265
Pinnacle Bancorp
Nebraska
$493K – – –
CA
1266
CapWealth Advisors
Tennessee
$493K – – –
HCMT
1267
Highland Capital Management (Tennessee)
Tennessee
$489K -$4.65K -38 -1%
WAS
1268
Winch Advisory Services
Wisconsin
$487K +$122 +1 +0%
ATC
1269
Adirondack Trust Company
New York
$486K -$2.45K -20 -0.6%
DWM
1270
Diversify Wealth Management
Utah
$485K -$74.9K -612 -14%
SWM
1271
Spire Wealth Management
Virginia
$484K +$57.2K +467 +15%
AI
1272
AdvisorShares Investments
Maryland
$483K +$433K +3,535 New
CBTWT
1273
Community Bank & Trust (Waco, Texas)
Texas
$482K -$15.3K -125 -3%
IGAM
1274
iA Global Asset Management
Quebec, Canada
$482K +$431K +3,523 New
RDWM
1275
Red Door Wealth Management
Tennessee
$481K -$18.9K -154 -4%
49 50
51
52 53