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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1301
Rede Wealth
Virginia
$649K -$171K -1,416 -19%
PFBT
1302
Parkside Financial Bank & Trust
Missouri
$649K -$21.3K -176 -3%
BRM
1303
Boston Research & Management
Massachusetts
$648K -$5.8K -48 -0.8%
TT
1304
TI-Trust
Illinois
$648K – – –
EFI
1305
EHP Funds Inc
Canada
$647K -$260K -2,153 -26%
JAG
1306
Journey Advisory Group
Kentucky
$647K -$223K -1,845 -25%
CWS
1307
Confluence Wealth Services
Pennsylvania
$646K +$15K +124 +2%
NW
1308
Naviter Wealth
Arkansas
$646K +$722K +5,970 New
IWA
1309
IVC Wealth Advisors
Pennsylvania
$645K +$15K +124 +2%
CF
1310
Centaurus Financial
California
$645K +$147K +1,217 +26%
TPCW
1311
TD Private Client Wealth
New York
$645K -$184K -1,523 -20%
BCMO
1312
Buckingham Capital Management (Ohio)
Ohio
$642K +$21K +174 +3%
ACS
1313
Archford Capital Strategies
Illinois
$639K +$27.9K +231 +4%
PP
1314
PDT Partners
New York
$639K +$714K +5,909 New
CWM
1315
Cornerstone Wealth Management
Missouri
$637K +$10.5K +87 +2%
RCG
1316
Regatta Capital Group
California
$637K +$53.1K +439 +8%
MKC
1317
M. Kraus & Co
Vermont
$632K -$13.2K -109 -2%
FHC
1318
First Heartland Consultants
Missouri
$632K +$482K +3,989 +215%
S
1319
SimplyRich
California
$631K – – –
AFG
1320
Allegheny Financial Group
Pennsylvania
$630K +$1.21K +10 +0.2%
KFA
1321
Kelleher Financial Advisors
New York
$627K +$295K +2,440 +73%
AWM
1322
Accurate Wealth Management
Florida
$624K -$24.5K -203 -3%
BOTW
1323
Bank of the West
California
$623K -$26.7K -221 -4%
PIM
1324
Perpetual Investment Management
Australia
$623K +$130K +1,076 +23%
VCA
1325
Verdence Capital Advisors
Maryland
$622K +$29.2K +242 +4%
51 52
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