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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
1526
Coury Firm Asset Management
Pennsylvania
$489K +$46.7K +351 +10%
HCM
1527
Hillman Capital Management
Maryland
$489K +$108K +811 +26%
SLWA
1528
San Luis Wealth Advisors
California
$488K – – –
MPCG
1529
Matrix Private Capital Group
New York
$487K -$2.66K -20 -0.5%
ZAM
1530
Zevin Asset Management
Massachusetts
$486K – – –
SIM
1531
Studio Investment Management
Illinois
$486K +$39.1K +294 +8%
MW
1532
Marcum Wealth
Ohio
$485K -$62.6K -471 -11%
PPW
1533
Pinnacle Private Wealth
Massachusetts
$485K +$74.7K +562 +17%
I2I
1534
Insight 2811 Inc
Illinois
$485K +$251K +1,890 +94%
KWM
1535
Kaydan Wealth Management
Michigan
$483K – – –
MA
1536
MCF Advisors
Kentucky
$483K +$516K +3,880 New
PWW
1537
Pettyjohn Wood & White
Virginia
$482K -$90.4K -680 -15%
OA
1538
Oxbow Advisors
Texas
$481K -$1.95M -14,681 -79%
RWA
1539
River Wealth Advisors
Pennsylvania
$481K -$32.3K -243 -6%
MWA
1540
Meridian Wealth Advisors
Texas
$480K +$27.4K +206 +6%
CT
1541
Columbia Trust
Oregon
$479K -$1.33K -10 -0.3%
KTC
1542
Kistler-Tiffany Companies
Pennsylvania
$478K -$54.9K -413 -10%
TFO
1543
Tarbox Family Office
California
$478K -$24.5K -184 -5%
BFS
1544
Bard Financial Services
Connecticut
$478K -$18.9K -142 -4%
AIA
1545
Arbor Investment Advisors
North Carolina
$478K +$1.73K +13 +0.3%
CCM
1546
Chilton Capital Management
Texas
$477K -$12.8K -96 -2%
TFF
1547
The Family Firm
Maryland
$477K +$2K +15 +0.4%
TFS
1548
Thoroughbred Financial Services
Tennessee
$477K +$88.4K +665 +21%
BFA
1549
Bill Few Associates
Pennsylvania
$476K +$17.7K +133 +4%
CAM
1550
Campion Asset Management
Virginia
$474K +$12.6K +95 +3%
60 61
62
63 64