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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1726
OneDigital Investment Advisors
Kansas
$230K -$69.9K -353 -22%
NWS
1727
Newport Wealth Strategies
California
$230K -$11.9K -60 -5%
OCM
1728
One Capital Management
California
$230K – – –
EGA
1729
E&G Advisors
Texas
$230K +$248K +1,252 New
LRIA
1730
Leonard Rickey Investment Advisors
Washington
$229K – – –
NFG
1731
Nations Financial Group
Iowa
$229K – – –
KFGK
1732
Keystone Financial Group (Kentucky)
Kentucky
$229K +$9.51K +48 +4%
FAT
1733
First American Trust
California
$228K -$5.35K -27 -2%
IP
1734
Isthmus Partners
Wisconsin
$227K – – –
RWA
1735
RGT Wealth Advisors
Texas
$225K +$4.56K +23 +2%
CWM
1736
Cabot Wealth Management
Massachusetts
$225K +$243K +1,226 New
HFP
1737
Holistic Financial Partners
Indiana
$224K -$4.56K -23 -2%
CAM
1738
Cidel Asset Management
Ontario, Canada
$224K +$188K +947 New
LWS
1739
Lucia Wealth Services
California
$223K +$38.2K +193 +19%
CW
1740
CreativeOne Wealth
Kansas
$223K +$240K +1,213 New
SCP
1741
Seizert Capital Partners
Michigan
$222K – – –
OGC
1742
Oak Grove Capital
New Hampshire
$222K +$26.9K +136 +13%
MFG
1743
Monte Financial Group
Connecticut
$221K -$57.1K -288 -19%
MAA
1744
Matrix Asset Advisors
New York
$221K -$39K -197 -14%
QAM
1745
Quantres Asset Management
Cayman Islands
$220K -$545K -2,751 -70%
TWMP
1746
Taylor Wealth Management Partners
Massachusetts
$220K -$283K -1,428 -54%
FCM
1747
Firsthand Capital Management
California
$220K – – –
FNBOH
1748
First National Bank of Hutchinson
Kansas
$220K – – –
GC
1749
Gratry & Company
Ohio
$220K – – –
RHJA
1750
Rice Hall James & Associates
California
$220K – – –
68 69
70
71 72