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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1651
Krilogy Financial
Missouri
$216K +$232K +2,457 New
FSI
1652
Flow State Investments
Illinois
$216K +$231K +2,453 New
HFG
1653
Heron Financial Group
New York
$215K – – –
CWP
1654
CFM Wealth Partners
Texas
$215K -$17.4K -184 -7%
RWP
1655
RWA Wealth Partners
Massachusetts
$215K -$33.5K -355 -13%
GDP
1656
Great Diamond Partners
Maine
$214K -$11.2K -119 -5%
RIA
1657
Richwood Investment Advisors
Ohio
$214K +$37.7K +400 +20%
AIS
1658
AM Investment Strategies
Tennessee
$214K -$7.26K -77 -3%
CSB
1659
City State Bank
Iowa
$214K +$22.6K +240 +11%
KWS
1660
Keystone Wealth Services
California
$214K -$32.5K -345 -12%
MA
1661
MKT Advisors
California
$213K +$14.2K +151 +6%
CWA
1662
Cornerstone Wealth Advisors
Minnesota
$213K – – –
NC
1663
NinePointTwo Capital
California
$213K – – –
SAM
1664
Synergy Asset Management
Washington
$213K -$12.5K -133 -5%
ACA
1665
Affinity Capital Advisors
California
$213K +$377 +4 +0.2%
PAM
1666
PVG Asset Management
Colorado
$212K +$228K +2,417 New
FWM
1667
Finer Wealth Management
Massachusetts
$212K – – –
WBG
1668
Wharton Business Group
Pennsylvania
$212K – – –
LCM
1669
LCM Capital Management
Illinois
$212K – – –
EAM
1670
Eukles Asset Management
Ohio
$212K +$17.9K +190 +9%
WP
1671
WealthShield Partners
North Carolina
$211K +$226K +2,400 New
MME
1672
Meag Munich Ergo
Germany
$210K -$331K -3,511 -59%
III
1673
Independent Investors Inc
New York
$210K -$118K -1,256 -34%
PWS
1674
Private Wealth Strategies
Ohio
$210K – – –
JCM
1675
Janney Capital Management
Pennsylvania
$210K -$754 -8 -0.3%
65 66
67
68 69