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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1376
Delap Wealth Advisory
Oregon
$335K +$313K +3,778 New
WDG
1377
Wealth Dimensions Group
Ohio
$334K +$1.99K +24 +0.6%
KOCAA
1378
Knights of Columbus Asset Advisors
Connecticut
$332K +$311K +3,748 New
NI
1379
NCP Inc
California
$331K +$310K +3,738 New
TCM
1380
Telos Capital Management
California
$330K -$369K -4,452 -54%
BC
1381
Belmont Capital
California
$330K – – –
LC
1382
Lindbrook Capital
California
$329K -$36.6K -442 -11%
AFC
1383
AFT Forsyth & Company
Florida
$329K +$83 +1 +0%
CCM
1384
Chilton Capital Management
Texas
$329K – – –
ERWM
1385
Elk River Wealth Management
Colorado
$328K – – –
TFO
1386
Tarbox Family Office
California
$327K +$580 +7 +0.2%
JIC
1387
Joel Isaacson & Co
New York
$327K -$3.81K -46 -1%
PFGIA
1388
Patriot Financial Group Insurance Agency
Massachusetts
$326K +$30.4K +367 +11%
CPSAC
1389
Chas P. Smith & Associates (CPS)
Florida
$326K +$305K +3,673 New
WTFG
1390
Wells Trecaso Financial Group
Ohio
$325K +$2.49K +30 +0.8%
ODG
1391
O'Dell Group
Ohio
$325K -$33.4K -403 -10%
CA
1392
Cornerstone Advisory
Maryland
$325K -$86.3K -1,041 -22%
GA
1393
Gateway Advisory
New Jersey
$324K +$12.4K +150 +4%
GWA
1394
Gibson Wealth Advisors
Texas
$324K +$302K +3,648 New
MWM
1395
Modern Wealth Management
Kansas
$323K +$29.7K +358 +11%
RCM
1396
Raleigh Capital Management
North Carolina
$323K +$137K +1,657 +84%
JMFC
1397
J.M. Forbes & Co
Massachusetts
$322K +$5.31K +64 +2%
TSW
1398
Thompson Siegel & Walmsley
Virginia
$322K – – –
BPWM
1399
Badgley Phelps Wealth Managers
Washington
$322K -$41.8K -504 -12%
USB
1400
Union Savings Bank
Connecticut
$321K – – –
54 55
56
57 58