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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1701
AlphaStar Capital Management
North Carolina
$278K +$23.9K +171 +10%
EIG
1702
Ellenbecker Investment Group
Wisconsin
$278K +$42.6K +304 +19%
BFC
1703
Blue Fin Capital
Rhode Island
$278K +$264K +1,888 New
FFA
1704
Fragasso Financial Advisors
Pennsylvania
$277K +$1.12K +8 +0.4%
VWM
1705
Venturi Wealth Management
Texas
$277K +$3.64K +26 +1%
PWM
1706
PBMares Wealth Management
Virginia
$277K +$263K +1,879 New
WANY
1707
Wealthspire Advisors (New York)
New York
$276K +$44.4K +317 +20%
PAS
1708
Partnervest Advisory Services
California
$274K -$130K -930 -33%
PIM
1709
Provident Investment Management
Michigan
$273K – – –
CPA
1710
Court Place Advisors
Maryland
$273K +$2.52K +18 +1%
BFPW
1711
BOK Financial Private Wealth
Colorado
$273K +$7.98K +57 +3%
AIM
1712
Alhambra Investment Management
Florida
$273K +$259K +1,851 New
EWM
1713
Executive Wealth Management
Michigan
$272K +$420 +3 +0.2%
DA
1714
DSC Advisors
Illinois
$272K +$24.2K +173 +10%
FCFC
1715
First Commonwealth Financial Corp
Pennsylvania
$271K – – –
EDRH
1716
Edmond de Rothschild Holding
Switzerland
$270K -$660K -4,712 -72%
OCM
1717
Orleans Capital Management
Louisiana
$270K – – –
AA
1718
AF Advisors
California
$270K +$256K +1,831 New
BO
1719
BRR OpCo
Ohio
$269K -$69.3K -495 -21%
FPB
1720
First PREMIER Bank
South Dakota
$269K – – –
PFG
1721
PAX Financial Group
Texas
$268K +$282K +2,016 New
FCM
1722
Fairbanks Capital Management
California
$267K – – –
NQWM
1723
Northwest Quadrant Wealth Management
Oregon
$267K +$1.4K +10 +0.6%
MFG
1724
Magnus Financial Group
New York
$267K +$4.62K +33 +2%
NFG
1725
Nations Financial Group
Iowa
$267K +$254K +1,810 New
67 68
69
70 71