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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1801
Burt Wealth Advisors
Maryland
$383K – – –
GKWIM
1802
Gerber Kawasaki Wealth & Investment Management
California
$382K -$6.41K -43 -2%
RTS
1803
Round Table Services
New Jersey
$382K – – –
GP
1804
Girard Partners
Pennsylvania
$380K +$5.96K +40 +2%
PGAM
1805
Princeton Global Asset Management
New Jersey
$379K – – –
GSWM
1806
Golden State Wealth Management
California
$379K +$381K +2,555 New
CA
1807
Cambridge Advisors
Nebraska
$377K -$8.94K -60 -2%
KPW
1808
Kore Private Wealth
New York
$377K +$11.2K +75 +3%
SMA
1809
Sage Mountain Advisors
Georgia
$373K +$5.36K +36 +1%
TIAM2
1810
Tru Independence Asset Management 2
Oregon
$372K -$52.3K -351 -12%
P
1811
&Partners
Tennessee
$372K +$71.2K +478 +24%
RCM
1812
Raleigh Capital Management
North Carolina
$372K +$373K +2,506 New
CICI
1813
Capital Investment Counsel Inc
North Carolina
$370K -$4.32K -29 -1%
MPM
1814
MBB Public Markets
Illinois
$367K +$368K +2,471 New
CFA
1815
Compass Financial Advisors
Indiana
$366K +$367K +2,465 New
SSWM
1816
Sheets Smith Wealth Management
North Carolina
$363K +$15.2K +102 +4%
SFG
1817
StrategIQ Financial Group
Indiana
$363K +$71.7K +481 +24%
AWM
1818
Axxcess Wealth Management
California
$363K +$364K +2,443 New
CWA
1819
Cornerstone Wealth Advisors
Minnesota
$362K – – –
MA
1820
MONECO Advisors
Connecticut
$361K +$4.62K +31 +1%
AWA
1821
Arkadios Wealth Advisors
Georgia
$360K -$70.3K -472 -16%
FC
1822
Ferris Capital
Massachusetts
$360K – – –
WBG
1823
Wharton Business Group
Pennsylvania
$360K – – –
FC
1824
Forte Capital
New York
$359K -$48.6K -326 -12%
IF
1825
Ironwood Financial
Arizona
$356K -$2.68K -18 -0.7%
71 72
73
74 75