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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1701
Navigation Group
California
$234K +$257K +1,612 New
KW
1702
KWB Wealth
California
$234K -$278K -1,745 -54%
CBT
1703
Central Bank & Trust
Kentucky
$234K – – –
PE
1704
PCM Encore
Colorado
$233K +$3.98K +25 +2%
MCM
1705
Monument Capital Management
Virginia
$233K -$19.4K -122 -7%
LP
1706
LMR Partners
United Kingdom
$233K +$255K +1,601 New
AG
1707
Advocate Group
Minnesota
$232K -$24.2K -152 -9%
HZ
1708
Hixon Zuercher
Ohio
$232K – – –
RA
1709
Ruggaard & Associates
Ohio
$232K – – –
OIMU
1710
Osmosis Investment Management UK
United Kingdom
$232K +$254K +1,596 New
IIL
1711
Income Insurance Ltd
$232K – – –
WA
1712
Wealth Architects
California
$231K +$3.66K +23 +1%
TWM
1713
Trueblood Wealth Management
Ohio
$231K +$159 +1 +0.1%
WMA
1714
West Michigan Advisors
Michigan
$231K -$1.59K -10 -0.6%
CWG
1715
Cornerstone Wealth Group
North Carolina
$231K +$1.43K +9 +0.6%
VWA
1716
Visionary Wealth Advisors
Illinois
$230K -$15.9K -100 -6%
HAS
1717
Holland Advisory Services
Florida
$230K – – –
EW
1718
Enzi Wealth
Texas
$230K -$955 -6 -0.4%
VBFP
1719
Valtinson Bruner Financial Planning
Minnesota
$230K -$1.59K -10 -0.6%
AFT
1720
Alpha Family Trust
California
$229K – – –
SFS
1721
Summit Financial Strategies
Ohio
$229K – – –
PWP
1722
Ponta Wealth Partners
Florida
$229K -$955 -6 -0.4%
WRPWM
1723
Werba Rubin Papier Wealth Management
California
$229K -$13.1K -82 -5%
NCTC
1724
New Covenant Trust Company
Indiana
$229K +$251K +1,574 New
FWI
1725
Facet Wealth Inc
Maryland
$228K +$250K +1,568 New
67 68
69
70 71