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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1601
Pine Haven Investment Counsel
Massachusetts
$304K -$29.6K -195 -9%
CRIG
1602
Charter Research & Investment Group
Connecticut
$304K – – –
FFP
1603
Freedom Financial Partners
Minnesota
$303K -$117K -772 -29%
BCA
1604
Bay Colony Advisors
Massachusetts
$300K +$909 +6 +0.3%
MC
1605
Mathes Company
New York
$300K -$345K -2,275 -55%
FAM
1606
Formidable Asset Management
Ohio
$300K -$8.94K -59 -3%
HAG
1607
HF Advisory Group
Maryland
$299K +$21.5K +142 +8%
CH
1608
CDKV Holdings
Colorado
$299K – – –
DWML
1609
Decker Wealth Management LLC
Tennessee
$299K – – –
PFA
1610
Providence Financial Advisors
Kansas
$298K – – –
SFG
1611
Shum Financial Group
California
$297K – – –
TCOTS
1612
Trust Company of the South
North Carolina
$297K -$27.4K -181 -9%
WGAM
1613
Wilkinson Global Asset Management
New York
$297K – – –
FWI
1614
Facet Wealth Inc
Maryland
$297K +$40.2K +265 +17%
HAS
1615
HBW Advisory Services
California
$296K +$5.46K +36 +2%
KWM
1616
Keebeck Wealth Management
Illinois
$296K +$277K +1,828 New
FCM
1617
Firestone Capital Management
Florida
$295K – – –
ICP
1618
Impact Capital Partners
Colorado
$295K -$1.36K -9 -0.5%
CB
1619
CNB Bank
Pennsylvania
$295K – – –
3IP
1620
3Chopt Investment Partners
Virginia
$293K +$5.91K +39 +2%
PWP
1621
Ponta Wealth Partners
Florida
$293K +$34.7K +229 +15%
KFS
1622
Kaizen Financial Strategies
California
$292K +$758 +5 +0.3%
ESBC
1623
E.S. Barr & Co
Kentucky
$292K – – –
FIM
1624
FWL Investment Management
Texas
$292K – – –
OBWG
1625
Onyx Bridge Wealth Group
New York
$291K -$2.58K -17 -0.9%
63 64
65
66 67