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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
P
1326
Pitcairn
Pennsylvania
$449K -$228K -1,476 -34%
PFSC
1327
Peoples Financial Services Corp
Pennsylvania
$449K -$7.71K -50 -2%
VP
1328
Verum Partners
North Carolina
$449K +$4.32K +28 +1%
SMA
1329
Sage Mountain Advisors
Georgia
$448K +$45.9K +298 +12%
SWM
1330
Silverlake Wealth Management
Vermont
$443K +$154 +1 +0%
QC
1331
Quent Capital
New York
$441K +$11.3K +73 +3%
ETC
1332
Exchange Traded Concepts
Oklahoma
$440K -$13.4M -87,003 -97%
EWA
1333
Exit Wealth Advisors
Georgia
$440K +$437K +2,833 New
SMWM
1334
Silvia McColl Wealth Management
California
$440K – – –
CFG
1335
Cooper Financial Group
California
$440K +$437K +2,832 New
OA
1336
Oxbow Advisors
Texas
$439K – – –
DAS
1337
Diversify Advisory Services
Utah
$438K +$67.1K +435 +19%
LT
1338
Legacy Trust
Michigan
$438K +$435K +2,822 New
BIAS
1339
Beacon Investment Advisory Services
New Jersey
$436K -$13.6K -88 -3%
SAM
1340
Summit Asset Management
Tennessee
$434K – – –
IFWM
1341
Institute for Wealth Management
Colorado
$434K – – –
LWL
1342
Leo Wealth LLC
Texas
$434K -$23.4K -152 -5%
KV
1343
Kickstand Ventures
New York
$434K – – –
SWP
1344
Summit Wealth Partners
Florida
$432K +$154 +1 +0%
CCA
1345
Cobblestone Capital Advisors
New York
$431K – – –
RCM
1346
Requisite Capital Management
Texas
$430K +$427K +2,772 New
AAS
1347
Ameritas Advisory Services
Nebraska
$430K -$1.24M -8,053 -74%
CWS
1348
Confluence Wealth Services
Pennsylvania
$429K -$46.1K -299 -10%
CD
1349
Chapin Davis
Maryland
$428K +$13.9K +90 +3%
KWA
1350
Kingswood Wealth Advisors
California
$426K +$141K +915 +50%
52 53
54
55 56