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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1726
LCM Capital Management
Illinois
$254K +$152 +1 +0.1%
TFA
1727
Trinity Financial Advisors
Ohio
$254K – – –
RIS
1728
Retirement Income Solutions
Michigan
$253K – – –
SG
1729
StoneX Group
New York
$253K +$236K +1,560 New
UF
1730
Univest Financial
Pennsylvania
$252K +$3.49K +23 +1%
CA
1731
Cambridge Advisors
Nebraska
$252K – – –
MWM
1732
Maimon Wealth Management
Israel
$251K – – –
MGIA
1733
Matthew Goff Investment Advisor
Texas
$251K -$67.1K -443 -22%
OPA
1734
Old Port Advisors
Maine
$250K +$19.3K +127 +9%
MCM
1735
Monument Capital Management
Virginia
$249K -$9.85K -65 -4%
AGWCA
1736
Annis Gardner Whiting Capital Advisors
Florida
$249K -$75.2K -496 -24%
CAM
1737
Campion Asset Management
Virginia
$248K -$23.3K -154 -9%
EW
1738
Enzi Wealth
Texas
$247K -$1.36K -9 -0.6%
KIM
1739
Kestra Investment Management
Texas
$246K -$61.8K -408 -21%
NG
1740
Novem Group
New York
$246K -$72.9K -481 -24%
FCFC
1741
First Commonwealth Financial Corp
Pennsylvania
$245K – – –
SA
1742
Sicart Associates
New York
$245K – – –
TCM
1743
Towercrest Capital Management
Pennsylvania
$245K – – –
AAB
1744
ABN AMRO Bank
Netherlands
$244K +$1.67K +11 +0.7%
SFS
1745
Summit Financial Strategies
Ohio
$244K -$10.9K -72 -5%
WBC
1746
Westpac Banking Corp
Australia
$244K -$210K -1,383 -48%
CCMG
1747
Clark Capital Management Group
Pennsylvania
$243K +$455 +3 +0.2%
QFA
1748
Quantum Financial Advisors
California
$243K +$228K +1,501 New
BIM
1749
Bridges Investment Management
Nebraska
$243K – – –
CFCI
1750
Comprehensive Financial Consultants Institutional
Indiana
$243K – – –
68 69
70
71 72