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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1801
Hurlow Wealth Management Group
Indiana
$210K +$210K +1,429 New
HL
1802
HeadInvest LLC
Maine
$209K -$544K -3,705 -72%
RYIA
1803
Roehl & Yi Investment Advisors
Oregon
$209K +$209K +1,424 New
PFGIA
1804
Patriot Financial Group Insurance Agency
Massachusetts
$209K -$204K -1,388 -49%
TIA
1805
Trust Investment Advisors
Indiana
$209K +$209K +1,422 New
FWA
1806
FSM Wealth Advisors
Ohio
$209K +$209K +1,421 New
NRG
1807
Nemes Rush Group
Michigan
$208K +$735 +5 +0.4%
PPG
1808
Peak Planning Group
Colorado
$208K +$208K +1,418 New
GAMC
1809
Garner Asset Management Corp
Texas
$208K +$208K +1,415 New
OL
1810
Optas LLC
Texas
$208K +$208K +1,413 New
AWM
1811
Avaii Wealth Management
Wisconsin
$207K +$207K +1,411 New
MA
1812
Mezzasalma Advisors
New Jersey
$207K +$207K +1,409 New
BA
1813
Bristlecone Advisors
Washington
$207K -$188K -1,278 -48%
MCM
1814
Marathon Capital Management
Maryland
$206K +$207K +1,406 New
EMAM
1815
Encompass More Asset Management
California
$206K +$206K +1,405 New
HP
1816
Holistic Planning
Texas
$206K +$206K +1,401 New
SIMC
1817
Squire Investment Management Company
Utah
$206K +$206K +1,401 New
MJRIC
1818
Mogy Joel R Investment Counsel
California
$206K -$69.8K -475 -25%
SIC
1819
SFE Investment Counsel
California
$206K +$206K +1,400 New
IEFM
1820
IQ EQ Fund Management
Ireland
$205K -$403K -2,746 -66%
G
1821
GenTrust
Florida
$205K +$205K +1,398 New
LW
1822
Linscomb Wealth
Texas
$204K -$65.7K -447 -24%
PWA
1823
Physician Wealth Advisors
Utah
$203K – – –
COCM
1824
Charter Oak Capital Management
New Hampshire
$203K +$203K +1,382 New
VHAM
1825
Van Hulzen Asset Management
California
$202K -$35.4K -241 -15%
71 72
73
74 75