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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1751
Richwood Investment Advisors
Ohio
$298K +$53.4K +442 +19%
FIM
1752
Freedom Investment Management
Connecticut
$298K +$332K +2,750 New
SFS
1753
Summit Financial Strategies
Ohio
$296K -$215K -1,780 -39%
WPP
1754
Whalerock Point Partners
Rhode Island
$295K – – –
HFS
1755
Heritage Financial Services
Massachusetts
$294K -$6.65K -55 -2%
LW
1756
Linscomb Wealth
Texas
$294K -$1.09K -9 -0.3%
ITIM
1757
Indiana Trust & Investment Management
Indiana
$294K – – –
HT
1758
Heritage Trust
Oklahoma
$293K -$2.54K -21 -0.8%
IWP
1759
Icon Wealth Partners
Texas
$292K +$725 +6 +0.2%
MGAM
1760
McGowan Group Asset Management
Texas
$292K +$8.82K +73 +3%
WWP
1761
WR Wealth Planners
Missouri
$291K +$2.66K +22 +0.8%
UIA
1762
Ulland Investment Advisors
Minnesota
$290K – – –
AWM
1763
Aevitas Wealth Management
Massachusetts
$289K -$45.1K -373 -12%
AFM
1764
Andesa Financial Management
Pennsylvania
$288K -$156K -1,292 -33%
RZH
1765
Relyea Zuckerberg Hanson
Connecticut
$288K +$3.02K +25 +0.9%
STA
1766
Summit Trail Advisors
New York
$288K +$321K +2,660 New
VWA
1767
V Wealth Advisors
Kansas
$287K -$39.5K -327 -11%
MF
1768
Montis Financial
Massachusetts
$287K – – –
TNA
1769
True North Advisors
Texas
$287K +$11.6K +96 +4%
HIG
1770
Heritage Investment Group
Florida
$286K – – –
SWM
1771
Sugarloaf Wealth Management
Georgia
$286K +$1.09K +9 +0.3%
GAMC
1772
Garner Asset Management Corp
Texas
$286K +$42.9K +355 +16%
CAG
1773
Csenge Advisory Group
Florida
$285K +$30.9K +256 +11%
CM
1774
Columbus Macro
Pennsylvania
$285K +$318K +2,630 New
FPCP
1775
Fort Point Capital Partners
California
$284K -$23.3K -193 -7%
69 70
71
72 73