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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1826
Heritage Financial Services
Massachusetts
$202K -$19.2K -134 -9%
JC
1827
JB Capital
Connecticut
$201K +$189K +1,322 New
PFA
1828
Pathway Financial Advisors
Vermont
$201K +$189K +1,320 New
WA
1829
WP Advisors
California
$201K +$189K +1,320 New
HC
1830
Hoese & Co
Minnesota
$201K +$31.3K +219 +20%
AC
1831
AlphaCore Capital
California
$201K +$48.7K +341 +35%
FFA
1832
Founders Financial Alliance
North Carolina
$200K -$40.7K -285 -18%
NLP
1833
Next Level Private
New York
$200K +$188K +1,316 New
GDP
1834
Great Diamond Partners
Maine
$200K +$188K +1,315 New
NRG
1835
Nemes Rush Group
Michigan
$200K -$14.7K -103 -7%
LMKC
1836
L.M. Kohn & Company
Ohio
$200K -$30.3K -212 -14%
B
1837
Birchbrook
Maine
$197K -$1.57K -11 -0.8%
APW
1838
Acima Private Wealth
Virginia
$194K – – –
FDCP
1839
Foster Dykema Cabot & Partners
Massachusetts
$193K – – –
CJH
1840
Christopher J. Hasenberg
Wisconsin
$186K – – –
BWL
1841
Bogart Wealth LLC
Virginia
$184K -$13.4K -94 -7%
MAFA
1842
MJT & Associates Financial Advisory
Minnesota
$180K -$4.29K -30 -2%
BWAM
1843
Boyd Watterson Asset Management
Ohio
$178K – – –
MIA
1844
MeadowBrook Investment Advisors
Michigan
$176K – – –
TIM
1845
Tortoise Investment Management
New York
$176K +$114K +796 +222%
AAG
1846
Armstrong Advisory Group
Massachusetts
$174K +$143 +1 +0.1%
GSWM
1847
Golden State Wealth Management
California
$174K +$74.2K +519 +83%
CSPIA
1848
Cary Street Partners Investment Advisory
Virginia
$172K +$43.9K +307 +37%
RTC
1849
Riverview Trust Company
Washington
$169K -$74.5K -521 -32%
BHWM
1850
Beaird Harris Wealth Management
Texas
$168K +$12K +84 +8%
72 73
74
75 76