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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
1726
New Covenant Trust Company
Indiana
$229K +$251K +1,574 New
FWI
1727
Facet Wealth Inc
Maryland
$228K +$250K +1,568 New
LCM
1728
LCM Capital Management
Illinois
$228K – – –
TFA
1729
Trinity Financial Advisors
Ohio
$228K – – –
AIM
1730
Anchor Investment Management
South Carolina
$227K -$30.9K -194 -11%
CA
1731
Cambridge Advisors
Nebraska
$226K – – –
BFG
1732
Beacon Financial Group
Texas
$226K -$5.41K -34 -2%
WC
1733
Whitney & Co
New York
$225K -$318 -2 -0.1%
BWP
1734
Baldwin Wealth Partners
Massachusetts
$225K -$47.8K -300 -16%
7WCP
1735
71 West Capital Partners
Massachusetts
$224K +$246K +1,544 New
MFWP
1736
Mosaic Family Wealth Partners
Missouri
$224K +$796 +5 +0.3%
FFG
1737
Floyd Financial Group
Missouri
$224K – – –
UF
1738
Univest Financial
Pennsylvania
$223K -$24.2K -152 -9%
LW
1739
Linscomb Wealth
Texas
$223K +$3.5K +22 +1%
FNBOH
1740
First National Bank of Hutchinson
Kansas
$222K -$51.9K -326 -18%
HP
1741
Holistic Planning
Texas
$222K +$1.91K +12 +0.8%
PWA
1742
Physician Wealth Advisors
Utah
$222K -$2.55K -16 -1%
AA
1743
Acorns Advisers
California
$222K +$11.9K +75 +5%
CSPIA
1744
Cary Street Partners Investment Advisory
Virginia
$221K +$42.4K +266 +21%
MWM
1745
Maimon Wealth Management
Israel
$221K – – –
NS
1746
NBC Securities
Alabama
$221K +$478 +3 +0.2%
OCM
1747
One Capital Management
California
$221K +$21.8K +137 +10%
ETC
1748
Exchange Traded Concepts
Oklahoma
$220K -$12.2M -76,605 -98%
FCFC
1749
First Commonwealth Financial Corp
Pennsylvania
$220K +$241K +1,515 New
SA
1750
Sicart Associates
New York
$220K – – –
68 69
70
71 72