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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1401
Anchor Capital Advisors
Massachusetts
$672K – – –
BOS
1402
Bank of Stockton
California
$671K -$65.4K -461 -9%
PAMG
1403
Patton Albertson Miller Group
Tennessee
$669K -$124K -872 -16%
WDL
1404
Well Done LLC
Michigan
$669K -$21.6K -152 -3%
BFS
1405
Bard Financial Services
Connecticut
$667K +$647K +4,560 New
3LCM
1406
3D/L Capital Management
Connecticut
$665K +$649K +4,574 New
HHGA
1407
Halbert Hargrove Global Advisors
California
$664K +$568 +4 +0.1%
CPA
1408
Clear Perspective Advisors
Illinois
$661K -$28.1K -198 -4%
SWMG
1409
Strategic Wealth Management Group
Maryland
$656K +$87.6K +617 +16%
TCBWMS
1410
Texas Capital Bank Wealth Management Services
Texas
$655K -$1.51M -10,644 -70%
ATPW
1411
Ashton Thomas Private Wealth
Arizona
$655K +$168K +1,185 +36%
RCC
1412
Red Cedar Capital
Nebraska
$654K – – –
CIM
1413
CIM Investment Management
Pennsylvania
$653K -$10.4K -73 -2%
CCM
1414
CWH Capital Management
Washington
$652K +$231K +1,626 +57%
AWS
1415
Arkfeld Wealth Strategies
Nebraska
$650K +$8.52K +60 +1%
BTWM
1416
Baker Tilly Wealth Management
Wisconsin
$649K +$630K +4,441 New
JMFC
1417
J.M. Forbes & Co
Massachusetts
$648K – – –
REMPR
1418
Roof Eidam Maycock Peralta (REMP)
California
$648K – – –
PPW
1419
Parcion Private Wealth
Washington
$647K – – –
TI
1420
Tidal Investments
Wisconsin
$645K +$118K +831 +23%
HCM
1421
Hall Capital Management
Rhode Island
$642K – – –
SC
1422
Searle & Co
Connecticut
$637K – – –
WPA
1423
Winning Points Advisors
Florida
$637K – – –
TSW
1424
Thompson Siegel & Walmsley
Virginia
$636K – – –
RM
1425
Resource Management
Louisiana
$635K -$20.7K -146 -3%
55 56
57
58 59