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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1601
Gateway Wealth Partners
Wisconsin
$295K +$300K +2,940 New
P
1602
&Partners
Tennessee
$294K -$6.73K -66 -2%
SOS
1603
Silver Oak Securities
Tennessee
$293K -$6.53K -64 -2%
MGAM
1604
McGowan Group Asset Management
Texas
$293K +$41.1K +403 +16%
FCA
1605
Fortis Capital Advisors
Kansas
$292K +$297K +2,916 New
MSAM
1606
Moloney Securities Asset Management
Missouri
$292K +$306 +3 +0.1%
KFS
1607
Kurt F. Somerville
$291K – – –
BEAM
1608
Baker Ellis Asset Management
Washington
$291K -$198K -1,944 -40%
PAM
1609
Premier Asset Management
Illinois
$291K -$6.42K -63 -2%
SIG
1610
Sky Investment Group
Connecticut
$290K -$130K -1,270 -31%
MG
1611
Marex Group
$290K +$295K +2,890 New
WPP
1612
Whalerock Point Partners
Rhode Island
$290K +$16.2K +159 +6%
CA
1613
Claro Advisors
Massachusetts
$288K -$69K -677 -19%
HCM
1614
Hall Capital Management
Rhode Island
$288K -$4.69K -46 -2%
PWPS
1615
Pinnacle Wealth Planning Services
Ohio
$287K +$292K +2,863 New
BSA
1616
Bull Street Advisors
Georgia
$287K -$5.1K -50 -2%
ADMI
1617
Albert D. Mason Inc
Massachusetts
$287K +$10.4K +102 +4%
MMPW
1618
Mitchell McLeod Pugh & Williams
Alabama
$286K -$7.45K -73 -2%
FCM
1619
Firestone Capital Management
Florida
$285K +$1.22K +12 +0.4%
KC
1620
Kinloch Capital
Virginia
$285K -$1.94M -19,038 -87%
CAG
1621
Csenge Advisory Group
Florida
$284K -$93.1K -913 -24%
GA
1622
Greenhaven Associates
New York
$284K – – –
WA
1623
Waverly Advisors
Alabama
$284K -$599K -5,870 -67%
MFWP
1624
Mosaic Family Wealth Partners
Missouri
$283K +$288K +2,827 New
IFWM
1625
Institute for Wealth Management
Colorado
$283K -$217K -2,128 -43%
63 64
65
66 67