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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1326
Sentry Investment Management
Wisconsin
$383K -$2.83K -30 -0.7%
ISWM
1327
Independent Solutions Wealth Management
New York
$382K +$61.9K +656 +18%
TPWM
1328
Twelve Points Wealth Management
Massachusetts
$381K +$62.4K +662 +18%
GL
1329
Graypoint LLC
New York
$381K -$191K -2,022 -32%
MA
1330
MCF Advisors
Kentucky
$381K -$13K -138 -3%
MA
1331
MBA Advisors
Pennsylvania
$381K +$754 +8 +0.2%
VA
1332
Valmark Advisers
Ohio
$381K +$42.2K +448 +12%
FPCG
1333
Fort Pitt Capital Group
Pennsylvania
$380K -$158K -1,677 -28%
CM
1334
Cercano Management
Washington
$378K – – –
ZIG
1335
Zuckerman Investment Group
Illinois
$378K – – –
SB
1336
Simmons Bank
Arkansas
$378K -$53.6K -568 -12%
CB
1337
Cadence Bank
Mississippi
$377K -$108K -1,149 -21%
FWM
1338
FFT Wealth Management
Pennsylvania
$377K +$121K +1,280 +43%
LF
1339
Lantz Financial
Illinois
$376K +$167K +1,770 +71%
SLF
1340
Sun Life Financial
Ontario, Canada
$376K – – –
AWE
1341
Avidian Wealth Enterprises
Texas
$375K -$64.5K -684 -14%
WAS
1342
Winch Advisory Services
Wisconsin
$374K -$377 -4 -0.1%
CCFM
1343
Clear Creek Financial Management
Washington
$373K +$28.2K +299 +8%
I
1344
InceptionR
California
$373K -$303K -3,208 -43%
PB
1345
Pinnacle Bancorp
Nebraska
$373K – – –
MSA
1346
Marino Stram & Associates
Massachusetts
$372K -$16.1K -171 -4%
BAM
1347
Berkshire Asset Management
Pennsylvania
$371K +$398K +4,219 New
MCC
1348
Money Concepts Capital
Florida
$371K -$1.13M -12,016 -74%
EWA
1349
Encompass Wealth Advisors
Oregon
$370K +$189 +2 +0%
DCM
1350
Donaldson Capital Management
Indiana
$369K -$63.9K -678 -14%
52 53
54
55 56