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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BJF
1801
Blue Jean Financial
New York
$207K +$227K +1,425 New
JPWM
1802
Jamison Private Wealth Management
Georgia
$206K +$318 +2 +0.1%
OPA
1803
Old Port Advisors
Maine
$206K -$2.23K -14 -1%
SWM
1804
Stockman Wealth Management
Montana
$205K +$225K +1,413 New
SIMC
1805
Squire Investment Management Company
Utah
$205K -$478 -3 -0.2%
RFG
1806
RFP Financial Group
Georgia
$205K -$28.5K -179 -11%
MCM
1807
Marathon Capital Management
Maryland
$204K – – –
SP
1808
SmartHarvest Portfolios
Washington
$204K -$53.8K -338 -19%
PHS
1809
Pekin Hardy Strauss
Illinois
$204K +$223K +1,402 New
NI
1810
NCP Inc
California
$203K -$35.8K -225 -14%
APW
1811
Aurora Private Wealth
New Jersey
$203K – – –
CFG
1812
Carter Financial Group
Illinois
$202K -$7.17K -45 -3%
PAA
1813
Peregrine Asset Advisers
Oregon
$202K +$20.1K +126 +10%
AR
1814
Apeiron RIA
Texas
$202K -$1.91K -12 -0.9%
MWA
1815
Medallion Wealth Advisors
Connecticut
$201K – – –
HCM
1816
Hengehold Capital Management
Ohio
$201K – – –
MFGM
1817
Marshall Financial Group (Maryland)
Maryland
$201K -$9.87K -62 -4%
FSA
1818
Fort Sheridan Advisors
Illinois
$201K -$3.82K -24 -2%
PCH
1819
PGIM Custom Harvest
New Jersey
$201K +$220K +1,384 New
LWA
1820
Lantern Wealth Advisors
New York
$201K – – –
GSWM
1821
Golden State Wealth Management
California
$201K -$22.1K -139 -9%
RCG
1822
Regatta Capital Group
California
$200K -$1.43K -9 -0.6%
NRG
1823
Nemes Rush Group
Michigan
$196K +$4.3K +27 +2%
SCM
1824
Silvant Capital Management
Georgia
$195K – – –
RF
1825
Rossby Financial
Florida
$194K +$69.3K +435 +48%
71 72
73
74 75