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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1426
WealthPLAN Partners
Nebraska
$519K -$227K -1,684 -31%
CWC
1427
Carolinas Wealth Consulting
North Carolina
$519K +$3.63K +27 +0.7%
SWMG
1428
Strategic Wealth Management Group
Maryland
$519K +$11.2K +83 +2%
TMAM
1429
Tokio Marine Asset Management
Japan
$519K +$53.9K +401 +12%
TGAM
1430
TBH Global Asset Management
Tennessee
$518K +$2.56K +19 +0.5%
RZH
1431
Relyea Zuckerberg Hanson
Connecticut
$511K -$76.1K -566 -14%
GL
1432
Graypoint LLC
New York
$511K +$514K +3,818 New
LW
1433
Linscomb Wealth
Texas
$508K +$147K +1,091 +40%
WA
1434
Wealth Architects
California
$507K -$187K -1,392 -27%
WTFG
1435
Wells Trecaso Financial Group
Ohio
$507K +$7.26K +54 +1%
MWA
1436
Meridian Wealth Advisors
Texas
$505K +$65.9K +490 +15%
QCG
1437
Quadrant Capital Group
Ohio
$504K -$958K -7,122 -65%
HAM
1438
Hammer Asset Management
California
$504K -$278K -2,064 -35%
KTC
1439
Kistler-Tiffany Companies
Pennsylvania
$504K – – –
MGIM
1440
M&G Investment Management
United Kingdom
$504K +$186K +1,386 +58%
RWA
1441
River Wealth Advisors
Pennsylvania
$503K -$8.88K -66 -2%
MSFP
1442
Mark Sheptoff Financial Planning
Connecticut
$503K – – –
IPW
1443
Inlet Private Wealth
Florida
$502K +$80.4K +598 +19%
JWBC
1444
J.W. Burns & Co
New York
$500K – – –
HS
1445
Haafor (Singapore)
Singapore
$494K +$9.95K +74 +2%
TIM
1446
Tortoise Investment Management
New York
$493K -$8.07K -60 -2%
MS
1447
Madden Securities
Texas
$493K +$276K +2,054 +126%
AOWM
1448
Alpha Omega Wealth Management
Virginia
$492K +$25.3K +188 +5%
HA
1449
HYA Advisors
Missouri
$491K +$3.9K +29 +0.8%
CFG
1450
Cooper Financial Group
California
$491K +$226K +1,682 +85%
56 57
58
59 60