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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1401
Forum Financial Management
Illinois
$405K -$8.67K -85 -2%
CFO
1402
CVA Family Office
Colorado
$404K -$40.5K -397 -9%
ERWM
1403
Elk River Wealth Management
Colorado
$404K – – –
CIM
1404
CIM Investment Management
Pennsylvania
$404K -$11.5K -113 -3%
SIG
1405
Sargent Investment Group
Maryland
$404K +$42.7K +419 +12%
JF
1406
Jump Financial
Illinois
$403K -$3.11M -30,491 -88%
AMIM
1407
Aull & Monroe Investment Management
Alabama
$402K – – –
HWP
1408
Highline Wealth Partners
California
$402K – – –
CWM
1409
Calamos Wealth Management
Illinois
$402K -$948K -9,300 -70%
PCS
1410
Personal CFO Solutions
New Jersey
$402K +$44.3K +434 +12%
RVM
1411
Robinson Value Management
Texas
$402K – – –
EGA
1412
Eagle Global Advisors
Texas
$401K – – –
PP
1413
PDS Planning
Ohio
$400K +$87.8K +861 +27%
CA
1414
Crewe Advisors
Utah
$400K +$41.5K +407 +11%
MKA
1415
M. Kulyk & Associates
Georgia
$399K +$23.5K +230 +6%
WTFG
1416
Wells Trecaso Financial Group
Ohio
$398K -$37.6K -369 -9%
HCM
1417
Hillman Capital Management
Maryland
$398K -$156K -1,530 -28%
CCA
1418
Checchi Capital Advisers
California
$397K +$15.4K +151 +4%
RIS
1419
Retirement Income Solutions
Michigan
$396K +$107K +1,053 +36%
HC
1420
Hoese & Co
Minnesota
$396K – – –
CCFM
1421
Clear Creek Financial Management
Washington
$395K -$44.2K -433 -10%
W
1422
Wealthquest
Ohio
$395K -$714 -7 -0.2%
FAIM
1423
Financial Advocates Investment Management
Washington
$393K -$361K -3,539 -47%
PA
1424
Probity Advisors
Texas
$392K – – –
SP
1425
Successful Portfolios
Florida
$392K – – –
55 56
57
58 59