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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1626
StoneX Group
New York
$415K +$35.9K +253 +10%
SW
1627
SlateStone Wealth
Florida
$414K -$67.9K -478 -14%
BSA
1628
Bull Street Advisors
Georgia
$414K – – –
SFSIG
1629
San Francisco Sentry Investment Group
California
$414K +$20.4K +144 +5%
SWIG
1630
Strategic Wealth Investment Group
Kentucky
$413K -$8.23K -58 -2%
WOC
1631
West Oak Capital
California
$413K – – –
SAM
1632
Secure Asset Management
Michigan
$413K +$71.1K +501 +22%
MF
1633
Montis Financial
Massachusetts
$413K +$376K +2,646 New
BHWM
1634
Bay Harbor Wealth Management
Maryland
$410K -$25K -176 -6%
IIA
1635
ICW Investment Advisors
Arizona
$410K -$18K -127 -4%
CWP
1636
Corepath Wealth Partners
Arizona
$410K +$398K +2,806 New
GCMG
1637
Gyroscope Capital Management Group
Florida
$409K – – –
MMPW
1638
Mitchell McLeod Pugh & Williams
Alabama
$409K +$4.26K +30 +1%
TA
1639
Tectonic Advisors
Texas
$409K +$397K +2,797 New
LFA
1640
Landmark Financial Advisors
Kentucky
$407K -$3.41K -24 -0.8%
GKWIM
1641
Gerber Kawasaki Wealth & Investment Management
California
$407K +$16.9K +119 +4%
BAS
1642
Brown Advisory Securities
Maryland
$405K -$23.7K -167 -6%
BCM
1643
Boltwood Capital Management
California
$405K – – –
CIC
1644
Chilton Investment Company
Connecticut
$405K +$24.6K +173 +7%
VST
1645
Van Strum & Towne
California
$405K +$136K +956 +53%
CSWG
1646
Cardinal Strategic Wealth Guidance
Kentucky
$404K -$13.8K -97 -3%
SFO
1647
Stokes Family Office
Louisiana
$402K +$55.1K +388 +16%
MIM
1648
Marco Investment Management
Georgia
$399K +$170K +1,196 +78%
W
1649
WealthStone
Ohio
$398K +$14.3K +101 +4%
CFD
1650
Creative Financial Designs
Indiana
$397K -$123K -864 -24%
64 65
66
67 68