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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSI
1651
Flow State Investments
Illinois
$216K +$231K +2,453 New
HFG
1652
Heron Financial Group
New York
$215K – – –
CWP
1653
CFM Wealth Partners
Texas
$215K -$17.4K -184 -7%
RWP
1654
RWA Wealth Partners
Massachusetts
$215K -$33.5K -355 -13%
GDP
1655
Great Diamond Partners
Maine
$214K -$11.2K -119 -5%
RIA
1656
Richwood Investment Advisors
Ohio
$214K +$37.7K +400 +20%
AIS
1657
AM Investment Strategies
Tennessee
$214K -$7.26K -77 -3%
CSB
1658
City State Bank
Iowa
$214K +$22.6K +240 +11%
KWS
1659
Keystone Wealth Services
California
$214K -$32.5K -345 -12%
MA
1660
MKT Advisors
California
$213K +$14.2K +151 +6%
CWA
1661
Cornerstone Wealth Advisors
Minnesota
$213K – – –
NC
1662
NinePointTwo Capital
California
$213K – – –
SAM
1663
Synergy Asset Management
Washington
$213K -$12.5K -133 -5%
ACA
1664
Affinity Capital Advisors
California
$213K +$377 +4 +0.2%
PAM
1665
PVG Asset Management
Colorado
$212K +$228K +2,417 New
FWM
1666
Finer Wealth Management
Massachusetts
$212K – – –
WBG
1667
Wharton Business Group
Pennsylvania
$212K – – –
LCM
1668
LCM Capital Management
Illinois
$212K – – –
EAM
1669
Eukles Asset Management
Ohio
$212K +$17.9K +190 +9%
WP
1670
WealthShield Partners
North Carolina
$211K +$226K +2,400 New
MME
1671
Meag Munich Ergo
Germany
$210K -$331K -3,511 -59%
III
1672
Independent Investors Inc
New York
$210K -$118K -1,256 -34%
PWS
1673
Private Wealth Strategies
Ohio
$210K – – –
JCM
1674
Janney Capital Management
Pennsylvania
$210K -$754 -8 -0.3%
CSC
1675
Caldwell Sutter Capital
California
$209K +$205K +2,178 +1,073%
65 66
67
68 69