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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1326
Sax Wealth Advisors
New Jersey
$425K -$12.3K -77 -3%
PBK
1327
Peoples Bank (Kansas)
Kansas
$424K -$7.17K -45 -2%
TSW
1328
Thompson Siegel & Walmsley
Virginia
$424K -$11.9K -75 -3%
CWM
1329
Chesapeake Wealth Management
Virginia
$421K – – –
WA
1330
Waddell & Associates
Tennessee
$420K -$27.1K -170 -6%
TWM
1331
TRB Wealth Management
Texas
$420K +$460K +2,891 New
WBC
1332
Westpac Banking Corp
Australia
$419K -$75.2K -472 -14%
PIM
1333
Plato Investment Management
Australia
$419K -$64K -402 -12%
WAS
1334
Winch Advisory Services
Wisconsin
$417K -$110K -693 -19%
LAM
1335
L2 Asset Management
Massachusetts
$417K +$30.9K +194 +7%
NWM
1336
Navigate Wealth Management
Alabama
$416K +$446K +2,800 New
TFO
1337
Tarbox Family Office
California
$416K -$28.5K -179 -6%
CFG
1338
Cooper Financial Group
California
$415K +$38.9K +244 +9%
1WA
1339
180 Wealth Advisors
Washington
$415K +$54.8K +344 +14%
SWM
1340
Silverlake Wealth Management
Vermont
$415K – – –
KOC
1341
Koss-Olinger Consulting
Florida
$413K +$453K +2,842 New
SMWM
1342
Silvia McColl Wealth Management
California
$411K – – –
NCM
1343
Northside Capital Management
Oregon
$411K – – –
LCM
1344
Legato Capital Management
California
$411K -$299K -1,877 -40%
RS
1345
R Squared
Hong Kong
$411K +$450K +2,827 New
TBT
1346
Texas Bank & Trust
Texas
$410K -$204K -1,280 -31%
MCP
1347
Miller Capital Partners
Michigan
$409K – – –
LWCFA
1348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$409K -$51K -320 -11%
RIA
1349
Regal Investment Advisors
Michigan
$409K -$64.3K -404 -13%
NERM
1350
New England Research & Management
Illinois
$408K -$46.2K -290 -9%
52 53
54
55 56