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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1301
Worth Asset Management
Texas
$450K -$2.29M -17,468 -83%
PB
1302
Pinnacle Bancorp
Nebraska
$447K -$18.9K -144 -4%
RDWM
1303
Red Door Wealth Management
Tennessee
$446K -$8.39K -64 -2%
HCM
1304
Howard Capital Management
Georgia
$445K -$273K -2,080 -38%
AP
1305
Appleton Partners
Massachusetts
$445K +$151K +1,150 +50%
NC
1306
Napatree Capital
Rhode Island
$445K +$8.53K +65 +2%
CIC
1307
Crawford Investment Counsel
Georgia
$442K -$5.25K -40 -1%
LC
1308
Lindbrook Capital
California
$442K +$2.62K +20 +0.6%
NERM
1309
New England Research & Management
Illinois
$441K – – –
EB
1310
Exchange Bank
California
$440K +$32.8K +250 +8%
HAM
1311
Harmony Asset Management
Arizona
$440K +$26.2K +200 +6%
TAM
1312
Tocqueville Asset Management
New York
$439K -$6.56K -50 -1%
LI
1313
LRI Investments
Florida
$439K +$3.15K +24 +0.7%
CFM
1314
Catalyst Funds Management
Australia
$439K -$25.1M -191,500 -98%
AAIM
1315
Asset Advisors Investment Management
Georgia
$439K – – –
4A
1316
4Wealth Advisors
Illinois
$439K +$446K +3,400 New
EGA
1317
Eagle Global Advisors
Texas
$438K +$13.1K +100 +3%
HWP
1318
Highline Wealth Partners
California
$438K +$1.97K +15 +0.4%
JSW
1319
Journey Strategic Wealth
New Jersey
$437K +$7.87K +60 +2%
AIM
1320
Aigen Investment Management
New York
$437K +$444K +3,386 New
TGAM
1321
TBH Global Asset Management
Tennessee
$437K – – –
SIAP
1322
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$436K – – –
KWA
1323
Kingswood Wealth Advisors
California
$435K -$606K -4,624 -58%
MIA
1324
MMBG Investment Advisors
Florida
$435K – – –
AWM
1325
Axxcess Wealth Management
California
$433K -$360K -2,747 -45%
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