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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1501
Leo Brokerage
Texas
$291K +$312K +3,306 New
ACA
1502
Anchor Capital Advisors
Massachusetts
$290K -$10.2K -108 -3%
AA
1503
AJ Advisors
Tennessee
$290K +$4.53K +48 +1%
LC
1504
Landaas & Company
Wisconsin
$289K – – –
GWP
1505
Gateway Wealth Partners
Wisconsin
$289K +$32.5K +345 +12%
SSWG
1506
Seven Springs Wealth Group
Tennessee
$289K – – –
MFC
1507
Mechanics Financial Corp
Ohio
$288K -$5.56K -59 -2%
GAB
1508
German American Bancorp
Indiana
$287K – – –
AOWM
1509
Alpha Omega Wealth Management
Virginia
$287K +$3.4K +36 +1%
EWM
1510
Empirical Wealth Management
Washington
$286K -$79.5K -843 -21%
WCM
1511
Weik Capital Management
Pennsylvania
$286K -$230K -2,442 -43%
ZAM
1512
Zevin Asset Management
Massachusetts
$283K – – –
SIAG
1513
Safeguard Investment Advisory Group
California
$283K -$14.9K -158 -5%
APWM
1514
Atlas Private Wealth Management
New York
$283K -$11.2K -119 -4%
VAM
1515
Verity Asset Management
North Carolina
$281K -$29K -308 -9%
JWBC
1516
J.W. Burns & Co
New York
$281K -$25.5K -270 -8%
FPFS
1517
First Personal Financial Services
North Carolina
$280K +$14.7K +156 +5%
GAG
1518
GM Advisory Group
New York
$280K +$301K +3,189 New
LPIC
1519
LeJeune Puetz Investment Counsel
Michigan
$279K +$299K +3,175 New
RP
1520
Riverbridge Partners
Minnesota
$278K – – –
BFG
1521
Barber Financial Group
Kansas
$278K -$566 -6 -0.2%
RWP
1522
Ridgecrest Wealth Partners
California
$278K +$298K +3,159 New
CHC
1523
City Holding Co
West Virginia
$278K -$54.1K -574 -15%
TFF
1524
The Family Firm
Maryland
$277K +$1.89K +20 +0.6%
PFGIA
1525
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$73K +774 +33%
59 60
61
62 63