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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1776
Segment Wealth Management
Texas
$375K -$4.89M -32,696 -93%
KIG
1777
Kowal Investment Group
Wisconsin
$375K +$39.5K +264 +13%
CW
1778
CreativeOne Wealth
Kansas
$375K +$59.7K +399 +21%
BDFN
1779
Bond & Devick Financial Network
Minnesota
$374K +$10.5K +70 +3%
MWPCG
1780
Measured Wealth Private Client Group
New Hampshire
$374K +$347K +2,321 New
MWM
1781
Merriman Wealth Management
Washington
$372K +$36.8K +246 +12%
EWM
1782
Echo Wealth Management
Minnesota
$371K -$46.6K -311 -12%
GAMC
1783
Garner Asset Management Corp
Texas
$370K -$59.7K -399 -15%
CWM
1784
Cornerstone Wealth Management
Missouri
$370K +$36.2K +242 +12%
WF
1785
Williams Financial
Vermont
$370K +$344K +2,296 New
CWC
1786
Carolinas Wealth Consulting
North Carolina
$369K -$250K -1,669 -42%
SAM
1787
S.A. Mason
Michigan
$369K – – –
CICI
1788
Capital Investment Counsel Inc
North Carolina
$367K +$26.6K +178 +8%
MA
1789
MBA Advisors
Pennsylvania
$367K +$341K +2,277 New
NQWM
1790
Northwest Quadrant Wealth Management
Oregon
$366K -$17.2K -115 -5%
CFIA
1791
Cantor Fitzgerald Investment Advisors
New York
$366K – – –
DE
1792
Day & Ennis
Georgia
$364K +$2.25K +15 +0.7%
IC
1793
Inscription Capital
Texas
$362K +$34K +227 +11%
1WA
1794
180 Wealth Advisors
Washington
$362K +$78.6K +525 +32%
BCM
1795
Brooktree Capital Management
Michigan
$361K -$534K -3,568 -61%
BWM
1796
Benchmark Wealth Management
Connecticut
$361K – – –
BOM
1797
Bank of Marin
California
$360K -$22.3K -149 -6%
NDSI
1798
Newman Dignan & Sheerar Inc
Rhode Island
$360K -$18K -120 -5%
SWP
1799
Summit Wealth Partners
Florida
$359K +$1.5K +10 +0.5%
SLT
1800
St Louis Trust
Missouri
$359K – – –
70 71
72
73 74