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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1726
Financial Advisors
Massachusetts
$308K -$28.9K -239 -8%
SEEDPG
1727
S.E.E.D. Planning Group
New York
$307K +$104K +859 +43%
FCM
1728
Firestone Capital Management
Florida
$306K +$2.9K +24 +0.9%
BB
1729
Berkshire Bank
Massachusetts
$305K -$20.9K -173 -6%
SNBOSD
1730
Security National Bank of So Dak
Iowa
$305K – – –
TCPWM
1731
Traverso Chambers Private Wealth Management
California
$305K – – –
KLWA
1732
Kelly Lawrence W & Associates
California
$304K -$57.9K -479 -15%
FPFS
1733
First Personal Financial Services
North Carolina
$304K – – –
HFG
1734
Heron Financial Group
New York
$304K – – –
PPP
1735
Private Portfolio Partners
New Jersey
$303K -$20.3K -168 -6%
BP
1736
BBR Partners
New York
$303K – – –
SIA
1737
Sit Investment Associates
Minnesota
$302K -$725K -5,998 -68%
CRWM
1738
Castle Rock Wealth Management
California
$302K +$336K +2,781 New
CCG
1739
Coastwise Capital Group
California
$302K +$338K +2,794 New
SOS
1740
Silver Oak Securities
Tennessee
$301K +$324K +2,684 New
BWFA
1741
Baltimore-Washington Financial Advisors
Maryland
$300K -$17.9K -148 -5%
HNW
1742
High Note Wealth
Minnesota
$300K +$336K +2,777 New
EL
1743
Essex LLC
Illinois
$299K -$116K -956 -26%
CWP
1744
CFM Wealth Partners
Texas
$299K -$9.55K -79 -3%
SB
1745
Strategic Blueprint
Georgia
$299K -$1.69K -14 -0.5%
GDP
1746
Great Diamond Partners
Maine
$299K – – –
GLA
1747
Good Life Advisors
Pennsylvania
$299K +$28K +232 +9%
HPWM
1748
Highland Private Wealth Management
Washington
$298K -$12K -99 -3%
GRP
1749
Global Retirement Partners
California
$298K +$1.57K +13 +0.5%
RWP
1750
RWA Wealth Partners
Massachusetts
$298K +$9.79K +81 +3%
68 69
70
71 72