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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
1301
Bank of Nova Scotia Trust
Ontario, Canada
$368K -$44.8K -527 -11%
NRI
1302
NFP Retirement Inc
California
$368K +$57.9K +682 +18%
REMPR
1303
Roof Eidam Maycock Peralta (REMP)
California
$368K – – –
LI
1304
LMCG Investments
Massachusetts
$368K – – –
HWP
1305
Highline Wealth Partners
California
$367K +$510 +6 +0.1%
SFG
1306
Summit Financial Group
West Virginia
$366K -$20.3K -239 -5%
WPA
1307
Winning Points Advisors
Florida
$365K – – –
9WM
1308
9258 Wealth Management
Ohio
$365K -$32K -377 -8%
IF
1309
Insight Folios
North Carolina
$364K +$15.8K +186 +4%
MGAM
1310
McGowan Group Asset Management
Texas
$364K +$121K +1,422 +49%
WFS
1311
Widmann Financial Services
Maryland
$362K +$26.9K +317 +8%
PB
1312
Pinnacle Bancorp
Nebraska
$361K +$6.54K +77 +2%
SW
1313
Simplicity Wealth
New Jersey
$361K -$5.35K -63 -1%
CT
1314
Clearstead Trust
Maine
$359K -$93.6K -1,102 -20%
AA
1315
Auxano Advisors
Washington
$358K – – –
AUB
1316
Atlantic Union Bankshares
Virginia
$358K -$73.6K -866 -17%
NRG
1317
Nemes Rush Group
Michigan
$358K +$363K +4,275 New
CIA
1318
Cladis Investment Advisory
Montana
$358K -$18.8K -221 -5%
MAG
1319
Mayfair Advisory Group
Alabama
$357K +$43.2K +509 +13%
MA
1320
MCF Advisors
Kentucky
$357K -$5.78K -68 -2%
PCM
1321
Penserra Capital Management
California
$357K +$360K +4,241 +11,781%
EWM
1322
Empirical Wealth Management
Washington
$357K +$85.5K +1,006 +31%
WAS
1323
Winch Advisory Services
Wisconsin
$356K +$85 +1 +0%
RCAG
1324
Rehmann Capital Advisory Group
Michigan
$356K -$119K -1,404 -25%
MCM
1325
MV Capital Management
Maryland
$356K +$33.7K +397 +10%
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