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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HZ
1701
Hixon Zuercher
Ohio
$246K +$220K +1,800 New
CWM
1702
Centurion Wealth Management
Virginia
$246K +$220K +1,799 New
DWM
1703
Dechtman Wealth Management
Colorado
$245K +$219K +1,792 New
FHC
1704
First Heartland Consultants
Missouri
$243K +$218K +1,777 New
CFA
1705
CWS Financial Advisors
Michigan
$243K +$218K +1,777 New
CP
1706
Canopy Partners
Ohio
$243K +$6.61K +54 +3%
MCI
1707
MRP Capital Investments
Georgia
$243K +$217K +1,775 New
MIC
1708
Means Investment Company
Maine
$242K +$217K +1,771 New
TCM
1709
Triumph Capital Management
Colorado
$240K -$1.05M -8,609 -83%
VWA
1710
Visionary Wealth Advisors
Illinois
$240K +$215K +1,756 New
BSTWA
1711
Blake Schutter Theil Wealth Advisors
Ohio
$240K +$215K +1,755 New
CT
1712
Clearstead Trust
Maine
$240K +$245 +2 +0.1%
WA
1713
Wealth Architects
California
$240K +$215K +1,753 New
WPP
1714
Whalerock Point Partners
Rhode Island
$239K +$214K +1,752 New
CCM
1715
Chiron Capital Management
Florida
$239K -$324K -2,650 -60%
BWM
1716
Benchmark Wealth Management
Connecticut
$239K +$214K +1,750 New
MFWP
1717
Mosaic Family Wealth Partners
Missouri
$237K -$38.6K -315 -15%
IWN
1718
Independent Wealth Network
Iowa
$237K +$212K +1,731 New
BIC
1719
Beach Investment Counsel
Pennsylvania
$234K -$40.8K -333 -16%
WTA
1720
Washington Trust Advisors
Massachusetts
$234K – – –
HIG
1721
Heritage Investment Group
Florida
$234K +$209K +1,709 New
EGWAG
1722
Elwood & Goetz Wealth Advisory Group
Georgia
$233K +$209K +1,708 New
FB
1723
First Bancorp
Maine
$233K +$209K +1,706 New
MAWA
1724
Moss Adams Wealth Advisors
Washington
$233K +$209K +1,706 New
MFC
1725
Mechanics Financial Corp
Ohio
$233K -$26.3K -215 -11%
67 68
69
70 71