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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
1801
Charter Oak Capital Management
New Hampshire
$206K -$91.6K -594 -31%
RIA
1802
Richwood Investment Advisors
Ohio
$206K – – –
HNWAG
1803
High Net Worth Advisory Group
Florida
$206K +$205K +1,327 New
HFS
1804
Heritage Financial Services
Massachusetts
$205K -$1.08K -7 -0.5%
PFA
1805
Pathway Financial Advisors
Vermont
$205K – – –
IWN
1806
Independent Wealth Network
Iowa
$204K -$32.7K -212 -14%
JC
1807
JB Capital
Connecticut
$204K -$1.08K -7 -0.5%
GDP
1808
Great Diamond Partners
Maine
$204K – – –
NFTC
1809
North Forty Two & Co
Oregon
$203K +$202K +1,310 New
SFWC
1810
Strategic Family Wealth Counselors
New Jersey
$203K +$202K +1,310 New
CAS
1811
Coppell Advisory Solutions
Texas
$203K -$31K -201 -13%
CCMG
1812
Clark Capital Management Group
Pennsylvania
$203K +$201K +1,305 New
NRG
1813
Nemes Rush Group
Michigan
$202K -$1.7K -11 -0.8%
II
1814
Impact Investors
California
$202K +$201K +1,301 New
RYIA
1815
Roehl & Yi Investment Advisors
Oregon
$202K -$19.7K -128 -9%
MWA
1816
Muirfield Wealth Advisors
North Carolina
$202K +$200K +1,300 New
FC
1817
Financial Council
Maryland
$200K +$199K +1,292 New
GSWM
1818
Golden State Wealth Management
California
$198K +$21K +136 +12%
APW
1819
Acima Private Wealth
Virginia
$198K – – –
FWA
1820
Flagship Wealth Advisors
Massachusetts
$197K -$38.2K -248 -16%
MAFA
1821
MJT & Associates Financial Advisory
Minnesota
$195K +$10.9K +71 +6%
FC
1822
Financial Consulate
Maryland
$195K +$193K +1,254 New
CSPIA
1823
Cary Street Partners Investment Advisory
Virginia
$193K +$18K +117 +10%
BWL
1824
Bogart Wealth LLC
Virginia
$190K +$2.77K +18 +1%
VCM
1825
Versant Capital Management
Arizona
$185K +$18K +117 +11%
71 72
73
74 75