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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1751
Fullerton Fund Management
Singapore
$257K +$263K +1,608 New
TBFA
1752
Three Bearings Fiduciary Advisors
New Hampshire
$257K +$275K +1,680 New
WMA
1753
West Michigan Advisors
Michigan
$256K -$1.31K -8 -0.5%
HZ
1754
Hixon Zuercher
Ohio
$256K -$49.1K -300 -16%
RA
1755
Ruggaard & Associates
Ohio
$256K – – –
NWM
1756
Northwest Wealth Management
Iowa
$256K +$20.8K +127 +9%
GM
1757
GeoWealth Management
Illinois
$256K -$64.1K -392 -20%
IIL
1758
Income Insurance Ltd
$255K +$261K +1,595 New
TWM
1759
Trueblood Wealth Management
Ohio
$255K – – –
HAG
1760
HF Advisory Group
Maryland
$255K -$33.7K -206 -11%
VBFP
1761
Valtinson Bruner Financial Planning
Minnesota
$255K +$260K +1,591 New
RFG
1762
RFP Financial Group
Georgia
$255K +$39.1K +239 +18%
GSC
1763
Ground Swell Capital
South Carolina
$254K +$260K +1,589 New
BFG
1764
Beacon Financial Group
Texas
$254K +$4.91K +30 +2%
HAS
1765
Holland Advisory Services
Florida
$254K – – –
HFRG
1766
Houlihan Financial Resource Group
Virginia
$254K +$266K +1,624 New
PWP
1767
Ponta Wealth Partners
Florida
$254K +$259K +1,585 New
OL
1768
OneFund LLC
Florida
$253K +$14.2K +87 +6%
CP
1769
Canopy Partners
Ohio
$253K +$28.8K +176 +13%
AOWM
1770
Asset One Wealth Management
Washington
$253K +$270K +1,649 New
AFT
1771
Alpha Family Trust
California
$253K – – –
SFS
1772
Summit Financial Strategies
Ohio
$253K – – –
PE
1773
PCM Encore
Colorado
$253K +$258K +1,579 New
WA
1774
Wealth Architects
California
$252K -$27.8K -170 -10%
FWA
1775
Flagship Wealth Advisors
Massachusetts
$252K +$49.1K +300 +24%
69 70
71
72 73