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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
1776
Roehl & Yi Investment Advisors
Oregon
$218K +$715 +5 +0.4%
HWMG
1777
Hurlow Wealth Management Group
Indiana
$217K – – –
PFS
1778
Prospect Financial Services
New York
$217K -$29.4K -206 -13%
RCA
1779
Resonant Capital Advisors
Wisconsin
$216K +$202K +1,416 New
APG
1780
Abacus Planning Group
South Carolina
$215K -$27.3K -191 -12%
NWM
1781
Northwest Wealth Management
Iowa
$215K -$37K -259 -15%
MCM
1782
Marathon Capital Management
Maryland
$214K – – –
CWG
1783
Cornerstone Wealth Group
North Carolina
$214K +$201K +1,403 New
RPCA
1784
Running Point Capital Advisors
California
$213K -$10.9K -76 -5%
HP
1785
Holistic Planning
Texas
$213K – – –
MJRIC
1786
Mogy Joel R Investment Counsel
California
$213K – – –
IEFM
1787
IQ EQ Fund Management
Ireland
$213K – – –
NAAA
1788
New Age Alpha Advisors
New York
$213K -$1.1M -7,707 -85%
NAS
1789
NWF Advisory Services
California
$213K -$1.34M -9,351 -87%
SIMC
1790
Squire Investment Management Company
Utah
$212K -$857 -6 -0.4%
G
1791
GenTrust
Florida
$212K -$715 -5 -0.4%
AWM
1792
Avaii Wealth Management
Wisconsin
$212K -$2.86K -20 -1%
C
1793
Certuity
Florida
$212K +$3.72K +26 +2%
ACS
1794
Archford Capital Strategies
Illinois
$211K -$9.57K -67 -5%
OCM
1795
One Capital Management
California
$210K +$197K +1,381 New
PGWM
1796
Parisi Gray Wealth Management
New Jersey
$210K +$197K +1,377 New
QFA
1797
Quantum Financial Advisors
California
$209K +$196K +1,374 New
HWM
1798
Hemington Wealth Management
Virginia
$209K +$4.86K +34 +3%
SFP
1799
Sandbox Financial Partners
Maryland
$208K +$196K +1,368 New
EFM
1800
E Fund Management
China
$208K +$286 +2 +0.1%
70 71
72
73 74