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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1401
Arkfeld Wealth Strategies
Nebraska
$697K – – –
IF
1402
Insight Folios
North Carolina
$694K +$390K +2,406 +103%
AFC
1403
AFT Forsyth & Company
Florida
$693K – – –
EFSCE
1404
Enterprise Financial Services Corp (EFSC)
Missouri
$693K +$135K +834 +21%
PPW
1405
Parcion Private Wealth
Washington
$692K +$19.4K +120 +3%
CF
1406
Centaurus Financial
California
$691K +$87.5K +540 +13%
WAS
1407
Wealth Advisory Solutions
Indiana
$691K +$764K +4,713 New
IPW
1408
Inlet Private Wealth
Florida
$690K – – –
WQ
1409
Wealth Quarterback
New Jersey
$690K +$2.08M +12,828 +254%
GBT
1410
Grove Bank & Trust
Florida
$689K +$3.24K +20 +0.4%
PJSIMP
1411
P.J. Schmidt Investment Management (PJS)
Wisconsin
$687K -$12.6K -78 -2%
WC
1412
Whitney & Co
New York
$682K -$9.72K -60 -1%
NFG
1413
Nations Financial Group
Iowa
$680K +$253K +1,559 +51%
RCAG
1414
Rehmann Capital Advisory Group
Michigan
$679K +$2.75K +17 +0.4%
SB
1415
Sunflower Bank
Texas
$678K +$10.9K +67 +1%
HWMG
1416
Hurlow Wealth Management Group
Indiana
$677K – – –
JFA
1417
Johanson Financial Advisors
California
$673K +$48.1K +297 +7%
WW
1418
Westshore Wealth
California
$672K -$143K -881 -16%
FRA
1419
Front Row Advisors
California
$672K +$9.56K +59 +1%
FPWM
1420
FSB Premier Wealth Management
Iowa
$669K -$78.1K -482 -10%
NWA
1421
New World Advisors
Massachusetts
$669K +$127K +786 +22%
MBTD
1422
Mechanics Bank - Trust Department
California
$667K -$30.9K -191 -4%
SWM
1423
Stockman Wealth Management
Montana
$667K +$11K +68 +2%
SFO
1424
Stokes Family Office
Louisiana
$665K +$76.5K +472 +12%
SIG
1425
Sargent Investment Group
Maryland
$662K -$1.78K -11 -0.2%
55 56
57
58 59