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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1301
Inscription Capital
Texas
$527K +$173K +1,060 +47%
CSC
1302
Caldwell Sutter Capital
California
$525K -$12.6K -77 -2%
YIM
1303
Yoffe Investment Management
Pennsylvania
$521K – – –
TF
1304
Tompkins Financial
New York
$521K – – –
CA
1305
Crewe Advisors
Utah
$520K +$1.47K +9 +0.3%
MMG
1306
Monetary Management Group
Missouri
$520K – – –
WJWM
1307
Williams Jones Wealth Management
New York
$520K +$12.3K +75 +2%
GC
1308
Gibson Capital
Pennsylvania
$519K +$164 +1 +0%
WT
1309
Washington Trust
Rhode Island
$518K +$1.47K +9 +0.3%
CFD
1310
Creative Financial Designs
Indiana
$518K +$327 +2 +0.1%
AFC
1311
AFT Forsyth & Company
Florida
$517K +$32.7K +200 +7%
PCS
1312
Personal CFO Solutions
New Jersey
$517K -$50.5K -309 -9%
WPA
1313
Winning Points Advisors
Florida
$517K +$528K +3,232 New
RIA
1314
Regal Investment Advisors
Michigan
$515K +$32.9K +201 +7%
MPCG
1315
Matrix Private Capital Group
New York
$514K – – –
KW
1316
KWB Wealth
California
$513K +$94.8K +580 +22%
AT
1317
Avalon Trust
New Mexico
$512K -$1.31K -8 -0.2%
BWM
1318
Baron Wealth Management
Michigan
$512K +$83.1K +508 +19%
CIC
1319
Crawford Investment Counsel
Georgia
$512K +$44.2K +270 +9%
SP
1320
Successful Portfolios
Florida
$509K +$98.1K +600 +24%
BIA
1321
Bell Investment Advisors
California
$508K +$6.54K +40 +1%
LL
1322
LPWM LLC
Minnesota
$507K – – –
BAM
1323
Blueshift Asset Management
New Jersey
$504K -$246K -1,507 -32%
4A
1324
4Wealth Advisors
Illinois
$502K -$3.43K -21 -0.7%
BIG
1325
Brookwood Investment Group
Arizona
$501K -$27.5K -168 -5%
51 52
53
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