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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
1551
Strategic Family Wealth Counselors
New Jersey
$319K – – –
BO
1552
BRR OpCo
Ohio
$319K +$25.9K +185 +9%
MIFH
1553
Migdal Insurance & Financial Holdings
Israel
$318K +$109K +780 +51%
GAMC
1554
Garner Asset Management Corp
Texas
$317K -$8.25K -59 -2%
PGAM
1555
Princeton Global Asset Management
New Jersey
$317K – – –
LFA
1556
Landmark Financial Advisors
Kentucky
$315K – – –
PFA
1557
Pathway Financial Advisors
Vermont
$315K – – –
PP
1558
PDS Planning
Ohio
$313K +$1.4K +10 +0.4%
VAG
1559
VisionPoint Advisory Group
Texas
$312K -$42.9K -307 -11%
HKAM
1560
Horizon Kinetics Asset Management
New York
$312K -$38.4K -275 -11%
WIP
1561
Wellesley Investment Partners
Massachusetts
$312K -$20.4K -146 -6%
NIT
1562
NumerixS Investment Technologies
British Columbia, Canada
$312K +$318K +2,272 New
DC
1563
DeDora Capital
California
$311K -$286K -2,046 -47%
PO
1564
Private Ocean
California
$309K -$36.3K -260 -10%
SLT
1565
St Louis Trust
Missouri
$306K -$14.8K -106 -5%
FFG
1566
Ford Financial Group
California
$306K +$29.4K +210 +10%
TFF
1567
The Family Firm
Maryland
$304K +$140 +1 +0%
MC
1568
Matisse Capital
Oregon
$303K -$64.3K -460 -17%
CA
1569
Claro Advisors
Massachusetts
$302K +$15.7K +112 +5%
MSR
1570
Main Street Research
Connecticut
$301K -$19.7K -141 -6%
LC
1571
Lindbrook Capital
California
$301K -$7.69K -55 -2%
BDF
1572
Balasa Dinverno & Foltz
$300K -$77.7K -556 -20%
CRWM
1573
Castle Rock Wealth Management
California
$300K -$13.4K -96 -4%
TA
1574
TCG Advisors
Texas
$300K +$153K +1,095 +101%
FIM
1575
Frontier Investment Management
Texas
$297K -$140 -1 -0%
61 62
63
64 65