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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
1301
Widmann Financial Services
Maryland
$389K -$18.5K -230 -5%
NAG
1302
Northstar Advisory Group
New Jersey
$389K +$101K +1,262 +42%
OPTFSNA
1303
Old Point Trust & Financial Services N A
Virginia
$388K -$40.1K -500 -11%
BHBT
1304
Burke & Herbert Bank & Trust
Virginia
$388K -$36.5K -455 -10%
RCAG
1305
Rehmann Capital Advisory Group
Michigan
$387K -$9.23K -115 -3%
WAS
1306
Winch Advisory Services
Wisconsin
$384K -$80 -1 -0%
AFP
1307
Ausdal Financial Partners
Iowa
$383K +$336K +4,193 New
CA
1308
Cresta Advisors
Texas
$383K +$48K +598 +17%
OR
1309
Olympiad Research
Connecticut
$382K +$335K +4,179 New
PCM
1310
Prelude Capital Management
New York
$382K +$335K +4,179 New
VCP
1311
Verus Capital Partners
Arizona
$381K +$102K +1,269 +44%
LC
1312
Lindbrook Capital
California
$380K +$58.5K +729 +21%
BCA
1313
Bay Colony Advisors
Massachusetts
$378K +$79.4K +990 +31%
BPWM
1314
Badgley Phelps Wealth Managers
Washington
$378K – – –
CC
1315
Corton Capital
Ontario, Canada
$376K +$330K +4,118 New
RGC
1316
Roberts, Glore & Co
Illinois
$376K -$90.2K -1,124 -21%
MCM
1317
MV Capital Management
Maryland
$374K -$22.3K -278 -6%
NERM
1318
New England Research & Management
Illinois
$374K – – –
YCG
1319
Yeomans Consulting Group
Georgia
$374K +$328K +4,088 New
SIAP
1320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$373K -$19.3K -240 -6%
SIG
1321
Sargent Investment Group
Maryland
$373K -$33.1K -412 -9%
SRA
1322
Secured Retirement Advisors
Minnesota
$373K +$327K +4,076 New
ODG
1323
O'Dell Group
Ohio
$372K +$21.3K +265 +7%
RC
1324
RBO & Co
California
$372K – – –
IGWM
1325
ICA Group Wealth Management
Colorado
$371K +$58.4K +728 +22%
51 52
53
54 55