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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1651
Financial Advisors
Massachusetts
$259K – – –
GWM
1652
Greenwich Wealth Management
Connecticut
$258K -$27.2K -248 -8%
JWM
1653
Janiczek Wealth Management
Colorado
$258K +$768 +7 +0.2%
RMC
1654
Resources Management Corp
Connecticut
$256K -$15.7K -143 -5%
LW
1655
Linscomb Wealth
Texas
$256K +$6.58K +60 +2%
LWP
1656
Lumature Wealth Partners
Georgia
$256K +$18.5K +169 +6%
CWP
1657
CFM Wealth Partners
Texas
$255K – – –
GDP
1658
Great Diamond Partners
Maine
$255K – – –
ADMI
1659
Albert D. Mason Inc
Massachusetts
$255K +$32K +292 +12%
RIA
1660
Richwood Investment Advisors
Ohio
$254K – – –
CA
1661
Cresta Advisors
Texas
$254K +$302K +2,751 New
GFS
1662
GYL Financial Synergies
Connecticut
$253K -$17.2K -157 -5%
CRWM
1663
Castle Rock Wealth Management
California
$253K +$329 +3 +0.1%
HFS
1664
Heritage Financial Services
Massachusetts
$253K +$2.63K +24 +0.9%
TLCM
1665
Twin Lakes Capital Management
California
$253K +$300K +2,734 New
CWM
1666
Connecticut Wealth Management
Connecticut
$252K -$82.6K -753 -22%
WPP
1667
Whalerock Point Partners
Rhode Island
$252K – – –
CWM
1668
Campbell Wealth Management
Virginia
$252K +$299K +2,729 New
WWP
1669
WR Wealth Planners
Missouri
$251K +$3.51K +32 +1%
CPWA
1670
Cerro Pacific Wealth Advisors
California
$250K +$46.1K +420 +18%
HWM
1671
Horizon Wealth Management
Illinois
$248K -$131K -1,198 -31%
IWA
1672
Icon Wealth Advisors
Texas
$248K +$294K +2,684 New
UIA
1673
Ulland Investment Advisors
Minnesota
$247K – – –
PA
1674
Perennial Advisors
New York
$247K +$9.87K +90 +3%
BWA
1675
Burt Wealth Advisors
Maryland
$246K +$9.87K +90 +3%
65 66
67
68 69