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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1801
Anchor Investment Management
South Carolina
$204K -$49.2K -375 -19%
LMKC
1802
L.M. Kohn & Company
Ohio
$204K +$6.69K +51 +3%
AFT
1803
Alpha Family Trust
California
$204K – – –
HTHT
1804
Hemenway Trust Hemenway Trust
New Hampshire
$204K -$3.94K -30 -2%
MHWM
1805
Montz Harcus Wealth Management
Louisiana
$204K +$1.31K +10 +0.6%
CCA
1806
Childress Capital Advisors
Texas
$203K +$9.97K +76 +5%
SGI
1807
Summit Global Investments
Utah
$203K +$206K +1,572 New
SWM
1808
Sugarloaf Wealth Management
Georgia
$203K +$262 +2 +0.1%
PCP
1809
Proficio Capital Partners
Massachusetts
$202K +$205K +1,565 New
FFA
1810
Founders Financial Alliance
North Carolina
$201K -$13.1K -100 -6%
CA
1811
Cambridge Advisors
Nebraska
$201K -$7.34K -56 -3%
SFS
1812
Summit Financial Strategies
Ohio
$201K – – –
MCI
1813
MRP Capital Investments
Georgia
$200K -$29.5K -225 -13%
HNW
1814
High Note Wealth
Minnesota
$200K – – –
MME
1815
Meag Munich Ergo
Germany
$198K – – –
IHWM
1816
Iron Horse Wealth Management
Iowa
$196K +$62.8K +479 +46%
FWA
1817
Flagship Wealth Advisors
Massachusetts
$196K +$199K +1,519 New
CAL
1818
Capital Advisors Ltd
Ohio
$196K +$10.1K +77 +5%
CCM
1819
Copeland Capital Management
Pennsylvania
$194K – – –
SC
1820
Stephens Consulting
Michigan
$193K +$118K +900 +151%
PCM
1821
Penserra Capital Management
California
$183K +$181K +1,380 +3,067%
S
1822
Sachetta
Massachusetts
$183K -$4.98K -38 -3%
NRG
1823
Nemes Rush Group
Michigan
$182K +$10.2K +78 +6%
DRP
1824
Decker Retirement Planning
Utah
$180K +$183K +1,392 New
PWA
1825
Physician Wealth Advisors
Utah
$179K +$182K +1,385 New
71 72
73
74 75