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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1701
Transamerica Financial Advisors
Florida
$247K -$98.5K -689 -30%
EW
1702
Enzi Wealth
Texas
$247K -$286 -2 -0.1%
MEAC
1703
M.E. Allison & Co
Texas
$246K +$231K +1,615 New
VWA
1704
Visionary Wealth Advisors
Illinois
$245K -$1.72K -12 -0.7%
RA
1705
Ruggaard & Associates
Ohio
$245K – – –
CBT
1706
Central Bank & Trust
Kentucky
$245K – – –
RWA
1707
Redhawk Wealth Advisors
Minnesota
$245K +$15.4K +108 +7%
SAM
1708
Simplify Asset Management
Nevada
$244K -$23.4K -164 -9%
PFM
1709
Patton Fund Management
Texas
$244K +$229K +1,604 New
HIA
1710
HTG Investment Advisors
Connecticut
$244K +$229K +1,603 New
MWA
1711
Medallion Wealth Advisors
Connecticut
$243K -$20K -140 -8%
WMA
1712
West Michigan Advisors
Michigan
$243K +$228K +1,596 New
SA
1713
Sovran Advisors
California
$243K +$226K +1,580 New
MSE
1714
MUFG Securities EMEA
United Kingdom
$242K +$227K +1,590 New
FSA
1715
Fort Sheridan Advisors
Illinois
$242K -$28.6K -200 -11%
MFC
1716
Mechanics Financial Corp
Ohio
$242K -$7.15K -50 -3%
HAS
1717
Holland Advisory Services
Florida
$241K +$227K +1,586 New
AFT
1718
Alpha Family Trust
California
$241K – – –
SFS
1719
Summit Financial Strategies
Ohio
$240K +$3.72K +26 +2%
TWM
1720
Trueblood Wealth Management
Ohio
$240K +$14.9K +104 +7%
MF
1721
Montis Financial
Massachusetts
$239K – – –
SCP
1722
Sivia Capital Partners
California
$239K +$224K +1,568 New
TFA
1723
Trinity Financial Advisors
Ohio
$239K – – –
KMWM
1724
Keudell/Morrison Wealth Management
Oregon
$239K -$31.6K -221 -12%
OL
1725
Optas LLC
Texas
$238K +$21.3K +149 +11%
67 68
69
70 71