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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1526
Rooted Wealth Advisors
Illinois
$311K +$54.6K +354 +22%
NEWAS
1527
N.E.W. Advisory Services
Wisconsin
$311K +$308 +2 +0.1%
MSA
1528
Marino Stram & Associates
Massachusetts
$311K +$154 +1 +0%
PWM
1529
Partnership Wealth Management
Maryland
$310K – – –
SIC
1530
Schwartz Investment Counsel
Michigan
$310K – – –
TIP
1531
Torray Investment Partners
Maryland
$310K – – –
TWP
1532
Total Wealth Planning
Ohio
$310K – – –
WCM
1533
Winebrenner Capital Management
Kentucky
$310K – – –
MUAMU
1534
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$310K -$925K -6,000 -75%
FNT
1535
First Nebraska Trust
Nebraska
$310K -$3.39K -22 -1%
GM
1536
GeoWealth Management
Illinois
$309K -$38.2K -248 -11%
WCG
1537
Weaver Consulting Group
California
$309K +$2.77K +18 +0.9%
FB
1538
First Bancorp
Maine
$308K +$18.5K +120 +6%
LCM
1539
Liberty Capital Management
Michigan
$308K – – –
RWP
1540
Ridgecrest Wealth Partners
California
$308K +$8.63K +56 +3%
CJ
1541
Caitlin John
Michigan
$308K -$41.6K -270 -12%
FNWA
1542
Financial Network Wealth Advisors
Utah
$307K – – –
PWM
1543
PBMares Wealth Management
Virginia
$305K – – –
BCA
1544
Bay Colony Advisors
Massachusetts
$305K -$21.7K -141 -7%
EGM
1545
Engineers Gate Manager
New York
$305K +$303K +1,968 New
BIM
1546
Bridges Investment Management
Nebraska
$305K -$39.3K -255 -11%
MKC
1547
M. Kraus & Co
Vermont
$305K – – –
BMA
1548
Brooks Moore & Associates
Tennessee
$305K – – –
GS
1549
GWN Securities
Florida
$304K +$26.5K +172 +10%
DWM
1550
Dynasty Wealth Management
Florida
$302K +$301K +1,949 New
60 61
62
63 64