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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1801
Legacy Financial Advisors
Kentucky
$213K +$217K +2,129 New
GAMC
1802
Garner Asset Management Corp
Texas
$213K +$217K +2,124 New
NQWM
1803
Northwest Quadrant Wealth Management
Oregon
$213K +$216K +2,122 New
KWM
1804
Keebeck Wealth Management
Illinois
$212K +$216K +2,117 New
LAM
1805
Lakewood Asset Management
Illinois
$212K +$216K +2,117 New
AIM
1806
ARK Investment Management
Florida
$211K -$2.45K -24 -1%
SFS
1807
Summit Financial Strategies
Ohio
$211K -$165K -1,615 -43%
APG
1808
Abacus Planning Group
South Carolina
$210K +$214K +2,097 New
CSIA
1809
Carl Stuart Investment Advisor
Texas
$209K – – –
MF
1810
Montis Financial
Massachusetts
$209K +$212K +2,080 New
EWM
1811
Executive Wealth Management
Michigan
$208K +$211K +2,071 New
JSW
1812
Journey Strategic Wealth
New Jersey
$207K +$210K +2,060 New
RCM
1813
RNC Capital Management
California
$206K -$53.7K -527 -20%
IP
1814
Ignite Planners
California
$206K +$218K +2,136 New
RWI
1815
Red Wave Investments
Pennsylvania
$206K +$209K +2,051 New
SCA
1816
Southern Capital Advisors
Tennessee
$205K +$209K +2,049 New
BOS
1817
Bank of Stockton
California
$205K -$12.1K -119 -5%
EGWAG
1818
Elwood & Goetz Wealth Advisory Group
Georgia
$205K +$208K +2,043 New
GWS
1819
Glassman Wealth Services
Virginia
$205K +$52.2K +512 +33%
SIA
1820
Strategic Investment Advisors
Michigan
$204K +$208K +2,038 New
RIA
1821
Richwood Investment Advisors
Ohio
$204K -$73.2K -718 -26%
AT
1822
Arden Trust
Delaware
$204K -$94.9K -931 -31%
ACM
1823
Armbruster Capital Management
New York
$204K +$207K +2,033 New
AHC
1824
Adell Harriman & Carpenter
Texas
$203K +$207K +2,027 New
ACM
1825
Advisors Capital Management
New Jersey
$203K -$114K -1,122 -36%
71 72
73
74 75