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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1826
Argent Advisors
Louisiana
$216K – – –
CW
1827
Cabot-Wellington
Massachusetts
$216K – – –
LWM
1828
Lyell Wealth Management
California
$216K +$217K +1,615 New
AIA
1829
Alera Investment Advisors
Illinois
$214K -$8.34K -62 -4%
AAM
1830
AMI Asset Management
California
$214K – – –
PFA
1831
Pure Financial Advisors
California
$214K – – –
HCM
1832
Hengehold Capital Management
Ohio
$213K -$43.7K -325 -17%
FNT
1833
First Nebraska Trust
Nebraska
$212K -$16K -119 -7%
SFWC
1834
Strategic Family Wealth Counselors
New Jersey
$212K -$26.6K -198 -11%
SMH
1835
Sanders Morris Harris
Texas
$212K -$3.36K -25 -2%
SCP
1836
Syntal Capital Partners
Texas
$212K +$213K +1,585 New
BO
1837
BRR OpCo
Ohio
$210K -$4.04K -30 -2%
BWP
1838
Bernardo Wealth Planning
Pennsylvania
$210K -$269 -2 -0.1%
PCG
1839
Private Capital Group
Connecticut
$208K -$27.4K -204 -12%
BC
1840
Burleson & Co
California
$208K -$14.7K -109 -7%
JWM
1841
Jeppson Wealth Management
California
$208K +$209K +1,550 New
VWA
1842
Visionary Wealth Advisors
Illinois
$208K +$209K +1,554 New
RWB
1843
RMR Wealth Builders
New Jersey
$207K +$194K +1,442 +1,414%
P
1844
&Partners
Tennessee
$207K +$208K +1,546 New
JWM
1845
Janiczek Wealth Management
Colorado
$205K +$203K +1,511 +8,888%
HHAM
1846
HITE Hedge Asset Management
Massachusetts
$205K +$206K +1,531 New
MIM
1847
Marco Investment Management
Georgia
$205K +$206K +1,531 New
BCMO
1848
Buckingham Capital Management (Ohio)
Ohio
$205K +$206K +1,532 New
SCA
1849
Sippican Capital Advisors
Massachusetts
$204K -$24.1K -179 -10%
WLIM
1850
White Lighthouse Investment Management
Massachusetts
$204K +$205K +1,525 New
72 73
74
75 76