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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Campbell Wealth Management
Virginia
$239K +$2.45K +26 +1%
CA
1602
Calton & Associates
Florida
$238K -$8.39K -89 -3%
RA
1603
Rise Advisors
New York
$238K +$64.8K +687 +34%
KMWM
1604
Keudell/Morrison Wealth Management
Oregon
$238K -$9.9K -105 -4%
HFS
1605
Heritage Financial Services
Massachusetts
$237K -$2.73K -29 -1%
LFA
1606
Laraway Financial Advisors
Minnesota
$237K -$30.6K -324 -11%
MFWP
1607
Mosaic Family Wealth Partners
Missouri
$236K -$13K -138 -5%
IWP
1608
Icon Wealth Partners
Texas
$236K +$253K +2,684 New
T
1609
TRUADVICE
Florida
$236K +$250K +2,655 New
SWM
1610
Silverlake Wealth Management
Vermont
$236K -$68.4K -725 -21%
IWA
1611
Intercontinental Wealth Advisors
Texas
$235K +$253K +2,679 New
UIA
1612
Ulland Investment Advisors
Minnesota
$235K – – –
BWA
1613
Burt Wealth Advisors
Maryland
$234K – – –
FANJ
1614
Financial Architects (New Jersey)
New Jersey
$232K -$11.4K -121 -4%
EL
1615
Essex LLC
Illinois
$231K – – –
AIM
1616
Alhambra Investment Management
Florida
$231K – – –
GKWIM
1617
Gerber Kawasaki Wealth & Investment Management
California
$231K +$18.4K +195 +8%
TNA
1618
True North Advisors
Texas
$229K +$10.2K +108 +4%
SAM
1619
S.A. Mason
Michigan
$229K +$660 +7 +0.3%
CT
1620
Colonial Trust
South Carolina
$228K +$43.4K +460 +22%
BW
1621
Bison Wealth
Georgia
$228K +$17.3K +183 +7%
PCMK
1622
Paragon Capital Management (Kansas)
Kansas
$228K +$1.7K +18 +0.7%
JE
1623
JMAC Enterprises
Pennsylvania
$227K – – –
HNWAG
1624
High Net Worth Advisory Group
Florida
$226K – – –
GI
1625
Gradient Investments
Minnesota
$226K -$13.2M -139,626 -98%
63 64
65
66 67