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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1551
Plotkin Financial Advisors
Maryland
$311K – – –
EDRH
1552
Edmond de Rothschild Holding
Switzerland
$311K – – –
FCB
1553
First County Bank
Connecticut
$310K – – –
DTC
1554
Davidson Trust Company
Washington
$309K +$10.3K +84 +4%
TWG
1555
The Wealth Group
Minnesota
$308K +$6.37K +52 +2%
SQA
1556
Simon Quick Advisors
New Jersey
$308K +$276K +2,253 New
RCWM
1557
Royal Capital Wealth Management
Indiana
$307K -$45.2K -369 -14%
BWA
1558
Burt Wealth Advisors
Maryland
$305K -$979 -8 -0.4%
RWP
1559
Revolve Wealth Partners
New Jersey
$304K +$272K +2,223 New
DOA
1560
D'Orazio & Associates
Virginia
$303K +$4.16K +34 +2%
WHG
1561
Westwood Holdings Group
Texas
$303K – – –
SAM
1562
S.A. Mason
Michigan
$302K +$245 +2 +0.1%
PWH
1563
Priebe Wealth Holdings
Minnesota
$302K +$270K +2,208 New
GCAC
1564
Guardian Capital Advisors (Canada)
Ontario, Canada
$301K +$17.8K +145 +7%
SCA
1565
Stonebridge Capital Advisors
Minnesota
$301K +$269K +2,201 New
MFT
1566
Moisand Fitzgerald Tamayo
Florida
$301K – – –
PWW
1567
Pettyjohn Wood & White
Virginia
$300K – – –
PWPS
1568
Pinnacle Wealth Planning Services
Ohio
$300K -$10K -82 -4%
CFS
1569
Commonwealth Financial Services
West Virginia
$300K -$39K -319 -13%
LAM
1570
L2 Asset Management
Massachusetts
$300K +$9.06K +74 +3%
FNT
1571
First Nebraska Trust
Nebraska
$299K -$2.45K -20 -0.9%
MWC
1572
MBM Wealth Consultants
Missouri
$299K -$3.67K -30 -1%
NDSI
1573
Newman Dignan & Sheerar Inc
Rhode Island
$299K – – –
M
1574
MOTCO
Texas
$299K – – –
MMPW
1575
Mitchell McLeod Pugh & Williams
Alabama
$298K +$122 +1 +0%
61 62
63
64 65