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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1776
Wealth Architects
California
$252K -$27.8K -170 -10%
FWA
1777
Flagship Wealth Advisors
Massachusetts
$252K +$49.1K +300 +24%
TCM
1778
Triumph Capital Management
Colorado
$251K +$654 +4 +0.3%
LCM
1779
LCM Capital Management
Illinois
$251K -$33.2K -203 -11%
TFA
1780
Trinity Financial Advisors
Ohio
$251K – – –
CCMG
1781
Clark Capital Management Group
Pennsylvania
$251K +$42.8K +262 +20%
BM
1782
Berman McAleer
Maryland
$251K -$6.54K -40 -2%
FFWM
1783
Future Financial Wealth Management
Ohio
$250K – – –
KFAS
1784
Keating Financial Advisory Services
Kansas
$250K +$255K +1,559 New
CA
1785
Cambridge Advisors
Nebraska
$249K – – –
GCM
1786
Gambit Capital Management
Tennessee
$249K +$254K +1,554 New
MW
1787
Marble Wealth
Alabama
$248K +$254K +1,551 New
WC
1788
Whitney & Co
New York
$248K +$254K +1,551 New
MWM
1789
Maimon Wealth Management
Israel
$248K +$253K +1,550 New
BBA
1790
Braun-Bostich & Associates
Pennsylvania
$248K -$35.5K -217 -12%
BWS
1791
Buck Wealth Strategies
Colorado
$248K -$21.6K -132 -8%
PWA
1792
Physician Wealth Advisors
Utah
$247K +$6.54K +40 +3%
FFG
1793
Floyd Financial Group
Missouri
$247K -$1.8K -11 -0.7%
CWG
1794
Cornerstone Wealth Group
North Carolina
$247K -$5.4K -33 -2%
COCM
1795
Charter Oak Capital Management
New Hampshire
$246K +$34.2K +209 +16%
MFWP
1796
Mosaic Family Wealth Partners
Missouri
$246K -$12.1K -74 -5%
HNB
1797
Hilltop National Bank
Wyoming
$246K -$24K -147 -9%
C
1798
Certuity
Florida
$244K +$13.2K +81 +6%
GSWM
1799
Golden State Wealth Management
California
$243K +$39.6K +242 +19%
BOS
1800
Bank of Stockton
California
$243K +$249K +1,520 New
70 71
72
73 74