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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1826
Jamison Private Wealth Management
Georgia
$223K -$5.91K -39 -3%
LFIA
1827
Legacy Financial Independent Advisors
Kentucky
$222K +$208K +1,370 New
LA
1828
LexAurum Advisors
Kansas
$222K +$207K +1,368 New
SAM
1829
SP Asset Management
California
$222K +$207K +1,368 New
CA
1830
CGN Advisors
Kansas
$221K +$207K +1,367 New
IIA
1831
Integral Investment Advisors
California
$221K +$207K +1,365 New
KCIC
1832
Kuhn & Co Investment Counsel
Illinois
$221K +$207K +1,365 New
OCM
1833
One Capital Management
California
$221K – – –
HFS
1834
Howard Financial Services
Texas
$220K +$206K +1,361 New
ZCP
1835
Z3 Capital Partners
Virginia
$220K +$206K +1,361 New
BWS
1836
Buck Wealth Strategies
Colorado
$220K +$206K +1,356 New
BWP
1837
Balboa Wealth Partners
Arizona
$219K +$205K +1,353 New
AL
1838
ADE LLC
Maryland
$219K +$205K +1,353 New
CFG
1839
Cooper Financial Group
California
$219K -$228K -1,507 -53%
TCBWMS
1840
Texas Capital Bank Wealth Management Services
Texas
$219K +$205K +1,350 New
FG
1841
Foster Group
Iowa
$218K +$204K +1,348 New
AWA
1842
Amplius Wealth Advisors
Pennsylvania
$218K +$204K +1,347 New
WFMPM
1843
Woodley Farra Manion Portfolio Management
Indiana
$218K +$204K +1,347 New
IWN
1844
Independent Wealth Network
Iowa
$218K +$204K +1,344 New
SCM
1845
Silvant Capital Management
Georgia
$217K – – –
RWP
1846
Revolve Wealth Partners
New Jersey
$217K +$203K +1,340 New
NLP
1847
Next Level Private
New York
$217K +$203K +1,339 New
RWI
1848
Red Wave Investments
Pennsylvania
$216K +$202K +1,335 New
AGC
1849
Aspen Grove Capital
Colorado
$216K +$202K +1,332 New
ETC
1850
Exchange Traded Concepts
Oklahoma
$216K -$28K -185 -12%
72 73
74
75 76