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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1751
Summit Financial
New Jersey
$331K -$10.1K -76 -3%
MA
1752
MONECO Advisors
Connecticut
$331K +$4.52K +34 +1%
AWA
1753
Arkadios Wealth Advisors
Georgia
$331K +$31.5K +237 +10%
BAM
1754
Blueshift Asset Management
New Jersey
$331K +$353K +2,658 New
MF
1755
Montis Financial
Massachusetts
$330K -$189K -1,423 -35%
CSWG
1756
Cardinal Strategic Wealth Guidance
Kentucky
$330K -$4.65K -35 -1%
HIG
1757
Heritage Investment Group
Florida
$329K -$21.4K -161 -6%
NAS
1758
Nicolet Advisory Services
Wisconsin
$329K +$1.73K +13 +0.5%
RZH
1759
Relyea Zuckerberg Hanson
Connecticut
$328K -$29.8K -224 -8%
KPW
1760
Kore Private Wealth
New York
$328K +$12.4K +93 +4%
SWM
1761
Sugarloaf Wealth Management
Georgia
$328K +$48.7K +366 +16%
PCMK
1762
Paragon Capital Management (Kansas)
Kansas
$327K -$4.79K -36 -1%
MGAM
1763
McGowan Group Asset Management
Texas
$327K +$32.4K +244 +10%
BOS
1764
Bank of Stockton
California
$326K -$108K -813 -24%
CA
1765
Carson Advisory
Georgia
$325K -$18.5K -139 -5%
ABP
1766
Arthur B. Page
$325K -$15.2K -114 -4%
PGWM
1767
Parisi Gray Wealth Management
New Jersey
$325K +$2.92K +22 +0.9%
VIM
1768
Vista Investment Management
Pennsylvania
$324K -$27K -203 -7%
CPWA
1769
Cerro Pacific Wealth Advisors
California
$323K -$23K -173 -6%
IC
1770
Intersect Capital
California
$322K -$2.53K -19 -0.7%
GP
1771
Greenline Partners
New York
$322K – – –
ZF
1772
Zhang Financial
Michigan
$321K -$115K -867 -25%
MWM
1773
Merriman Wealth Management
Washington
$321K -$798 -6 -0.2%
BWA
1774
Burt Wealth Advisors
Maryland
$321K – – –
WF
1775
WoodTrust Financial
Wisconsin
$320K -$362K -2,726 -51%
69 70
71
72 73