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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1601
Pinnacle Wealth Planning Services
Ohio
$327K +$316K +2,508 New
SAM
1602
Secure Asset Management
Michigan
$326K -$235K -1,862 -43%
PGWM
1603
Parisi Gray Wealth Management
New Jersey
$325K -$10.5K -83 -3%
PFA
1604
Pathway Financial Advisors
Vermont
$324K -$45.1K -358 -13%
KPW
1605
Kore Private Wealth
New York
$324K -$38.4K -305 -11%
NB
1606
Northwest Bancshares
Pennsylvania
$324K +$313K +2,481 New
SG
1607
StoneX Group
New York
$323K +$44.7K +355 +17%
MFW
1608
Mosaic Family Wealth
Missouri
$322K +$7.69K +61 +3%
RSWM
1609
Robertson Stephens Wealth Management
California
$322K +$16.3K +129 +6%
FDS
1610
Freedom Day Solutions
Texas
$321K +$310K +2,460 New
MA
1611
MCF Advisors
Kentucky
$317K -$6.8K -54 -2%
BOM
1612
Bank of Marin
California
$317K – – –
WBG
1613
Wharton Business Group
Pennsylvania
$316K – – –
SBA
1614
Secrest Blakey & Associates
North Carolina
$316K +$13.1K +104 +4%
WFM
1615
Wolff Financial Management
Michigan
$315K +$14.4K +114 +5%
GI
1616
Gradient Investments
Minnesota
$315K +$28.7K +228 +10%
IIC
1617
Integrated Investment Consultants
Michigan
$313K -$11.6K -92 -4%
ACM
1618
Armbruster Capital Management
New York
$312K -$30.1K -239 -9%
CAM
1619
Cozad Asset Management
Illinois
$312K – – –
PWS
1620
Private Wealth Strategies
Ohio
$312K – – –
MGIM
1621
M&G Investment Management
United Kingdom
$311K – – –
BFG
1622
Beacon Financial Group
Texas
$310K – – –
WCWM
1623
Willow Creek Wealth Management
California
$309K – – –
AC
1624
Alexandria Capital
Virginia
$308K – – –
CAM
1625
Covenant Asset Management
New Jersey
$307K – – –
63 64
65
66 67