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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1751
Montis Financial
Massachusetts
$231K -$5.58K -38 -2%
IC
1752
Inscription Capital
Texas
$231K +$319K +2,174 New
MMPW
1753
Mitchell McLeod Pugh & Williams
Alabama
$230K -$3.38K -23 -1%
WWC
1754
Waypoint Wealth Counsel
Georgia
$228K +$228K +1,555 New
CA
1755
Cambridge Advisors
Nebraska
$228K – – –
SFS
1756
Summit Financial Strategies
Ohio
$228K – – –
MCI
1757
MRP Capital Investments
Georgia
$228K – – –
HNW
1758
High Note Wealth
Minnesota
$227K – – –
LIG
1759
Lokken Investment Group
Delaware
$227K -$7.93K -54 -3%
BIG
1760
Brookwood Investment Group
Arizona
$227K +$227K +1,545 New
MFGM
1761
Marshall Financial Group (Maryland)
Maryland
$226K +$226K +1,541 New
SIM
1762
Sentry Investment Management
Wisconsin
$226K -$77.1K -525 -23%
DAS
1763
Diversify Advisory Services
Utah
$226K +$239K +1,630 New
PA
1764
Perennial Advisors
New York
$225K +$225K +1,532 New
LMKC
1765
L.M. Kohn & Company
Ohio
$224K -$8.08K -55 -3%
SWM
1766
Sagace Wealth Management
Florida
$223K +$223K +1,521 New
IHWM
1767
Iron Horse Wealth Management
Iowa
$223K – – –
FWA
1768
Flagship Wealth Advisors
Massachusetts
$223K – – –
MWA
1769
Meridian Wealth Advisors
Texas
$223K +$223K +1,517 New
LSWP
1770
Liberty Square Wealth Partners
Pennsylvania
$222K – – –
LEA
1771
Legacy Edge Advisors
New York
$221K +$221K +1,505 New
RCG
1772
Regatta Capital Group
California
$221K +$221K +1,504 New
CFCI
1773
Comprehensive Financial Consultants Institutional
Indiana
$220K +$221K +1,501 New
CCM
1774
Copeland Capital Management
Pennsylvania
$220K – – –
AA
1775
AF Advisors
California
$220K +$220K +1,500 New
69 70
71
72 73