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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1801
Kelman-Lazarov Inc
Tennessee
$207K -$4.63K -30 -2%
WCWM
1802
Willow Creek Wealth Management
California
$206K +$205K +1,330 New
COCM
1803
Charter Oak Capital Management
New Hampshire
$206K -$91.6K -594 -31%
RIA
1804
Richwood Investment Advisors
Ohio
$206K – – –
HNWAG
1805
High Net Worth Advisory Group
Florida
$206K +$205K +1,327 New
HFS
1806
Heritage Financial Services
Massachusetts
$205K -$1.08K -7 -0.5%
PFA
1807
Pathway Financial Advisors
Vermont
$205K – – –
IWN
1808
Independent Wealth Network
Iowa
$204K -$32.7K -212 -14%
JC
1809
JB Capital
Connecticut
$204K -$1.08K -7 -0.5%
GDP
1810
Great Diamond Partners
Maine
$204K – – –
NFTC
1811
North Forty Two & Co
Oregon
$203K +$202K +1,310 New
SFWC
1812
Strategic Family Wealth Counselors
New Jersey
$203K +$202K +1,310 New
CAS
1813
Coppell Advisory Solutions
Texas
$203K -$31K -201 -13%
CCMG
1814
Clark Capital Management Group
Pennsylvania
$203K +$201K +1,305 New
NRG
1815
Nemes Rush Group
Michigan
$202K -$1.7K -11 -0.8%
II
1816
Impact Investors
California
$202K +$201K +1,301 New
RYIA
1817
Roehl & Yi Investment Advisors
Oregon
$202K -$19.7K -128 -9%
MWA
1818
Muirfield Wealth Advisors
North Carolina
$202K +$200K +1,300 New
FC
1819
Financial Council
Maryland
$200K +$199K +1,292 New
GSWM
1820
Golden State Wealth Management
California
$198K +$21K +136 +12%
APW
1821
Acima Private Wealth
Virginia
$198K – – –
FWA
1822
Flagship Wealth Advisors
Massachusetts
$197K -$38.2K -248 -16%
MAFA
1823
MJT & Associates Financial Advisory
Minnesota
$195K +$10.9K +71 +6%
FC
1824
Financial Consulate
Maryland
$195K +$193K +1,254 New
CSPIA
1825
Cary Street Partners Investment Advisory
Virginia
$193K +$18K +117 +10%
71 72
73
74 75