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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
1801
Tru Independence Asset Management 2
Oregon
$372K -$52.3K -351 -12%
P
1802
&Partners
Tennessee
$372K +$71.2K +478 +24%
RCM
1803
Raleigh Capital Management
North Carolina
$372K +$373K +2,506 New
CICI
1804
Capital Investment Counsel Inc
North Carolina
$370K -$4.32K -29 -1%
MPM
1805
MBB Public Markets
Illinois
$367K +$368K +2,471 New
CFA
1806
Compass Financial Advisors
Indiana
$366K +$367K +2,465 New
SSWM
1807
Sheets Smith Wealth Management
North Carolina
$363K +$15.2K +102 +4%
SFG
1808
StrategIQ Financial Group
Indiana
$363K +$71.7K +481 +24%
AWM
1809
Axxcess Wealth Management
California
$363K +$364K +2,443 New
CWA
1810
Cornerstone Wealth Advisors
Minnesota
$362K – – –
MA
1811
MONECO Advisors
Connecticut
$361K +$4.62K +31 +1%
AWA
1812
Arkadios Wealth Advisors
Georgia
$360K -$70.3K -472 -16%
FC
1813
Ferris Capital
Massachusetts
$360K – – –
WBG
1814
Wharton Business Group
Pennsylvania
$360K – – –
FC
1815
Forte Capital
New York
$359K -$48.6K -326 -12%
IF
1816
Ironwood Financial
Arizona
$356K -$2.68K -18 -0.7%
PWS
1817
Private Wealth Strategies
Ohio
$356K – – –
SFI
1818
SPC Financial Inc
Maryland
$356K +$357K +2,394 New
CAM
1819
Cozad Asset Management
Illinois
$355K – – –
EWA
1820
Encompass Wealth Advisors
Oregon
$355K – – –
TC
1821
Trust Company
Kansas
$355K +$7.45K +50 +2%
MGAM
1822
McGowan Group Asset Management
Texas
$354K +$298 +2 +0.1%
HSWM
1823
Hubbell Strickland Wealth Management
Louisiana
$354K +$745 +5 +0.2%
CBA
1824
Coastal Bridge Advisors
Connecticut
$353K -$97.3K -653 -22%
LCM
1825
Liberty Capital Management
Michigan
$353K -$25.9K -174 -7%
71 72
73
74 75