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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
1526
Occudo Quantitative Strategies
Florida
$622K +$578K +3,858 New
FWM
1527
Filbrandt Wealth Management
Wisconsin
$619K -$44.8K -299 -7%
YIH
1528
Y-Intercept (HK)
Hong Kong
$618K +$338K +2,261 +147%
TIAM2
1529
Tru Independence Asset Management 2
Oregon
$616K +$22.9K +153 +4%
LW
1530
Linscomb Wealth
Texas
$614K +$20.8K +139 +4%
TFF
1531
The Family Firm
Maryland
$611K +$1.2K +8 +0.2%
WTFG
1532
Wells Trecaso Financial Group
Ohio
$611K +$8.98K +60 +2%
CF
1533
Centaurus Financial
California
$609K -$299 -2 -0.1%
SWMG
1534
Strategic Wealth Management Group
Maryland
$607K -$108K -724 -16%
RP
1535
Riverbridge Partners
Minnesota
$605K +$1.65K +11 +0.3%
CRIG
1536
Charter Research & Investment Group
Connecticut
$603K – – –
ATC
1537
Adirondack Trust Company
New York
$603K +$15.3K +102 +3%
GAB
1538
German American Bancorp
Indiana
$603K +$291K +1,941 +108%
SFSG
1539
Sound Financial Strategies Group
Mississippi
$603K +$560K +3,741 New
WDC
1540
Woodward Diversified Capital
California
$600K +$7.78K +52 +1%
AWA
1541
Aaron Wealth Advisors
Illinois
$598K -$46.4K -310 -8%
JWBC
1542
J.W. Burns & Co
New York
$598K -$3.14K -21 -0.6%
SFO
1543
Stokes Family Office
Louisiana
$598K +$143K +957 +35%
TIM
1544
Tortoise Investment Management
New York
$594K -$4.49K -30 -0.8%
AHB
1545
Abner Herrman & Brock
New Jersey
$590K – – –
MS
1546
Madden Securities
Texas
$580K – – –
WAAG
1547
Wealth Alliance Advisory Group
Kansas
$579K +$2.1K +14 +0.4%
MGWM
1548
Marks Group Wealth Management
Minnesota
$579K +$536K +3,583 New
SCP
1549
Silverleafe Capital Partners
Tennessee
$578K – – –
LC
1550
Landaas & Company
Wisconsin
$576K +$157K +1,047 +41%
60 61
62
63 64