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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Core Wealth Management
Florida
$215K +$202K +1,330 New
HNB
1852
Hilltop National Bank
Wyoming
$215K -$47.6K -314 -19%
MWP
1853
Moller Wealth Partners
$215K +$201K +1,328 New
HNWAG
1854
High Net Worth Advisory Group
Florida
$215K +$201K +1,327 New
TWM
1855
Thrive Wealth Management
Pennsylvania
$215K +$201K +1,327 New
CNB
1856
Camden National Bank
Maine
$214K +$200K +1,321 New
BM
1857
Berman McAleer
Maryland
$214K -$45.3K -299 -18%
FC
1858
Financial Council
Maryland
$213K +$199K +1,316 New
MWA
1859
Muirfield Wealth Advisors
North Carolina
$212K +$199K +1,312 New
SFWC
1860
Strategic Family Wealth Counselors
New Jersey
$212K +$199K +1,310 New
NFTC
1861
North Forty Two & Co
Oregon
$212K +$199K +1,310 New
AF
1862
Atala Financial
California
$212K +$198K +1,309 New
FPN
1863
Financial Planning Navigators
Minnesota
$212K +$198K +1,308 New
RYIA
1864
Roehl & Yi Investment Advisors
Oregon
$211K +$198K +1,306 New
HHGA
1865
Halbert Hargrove Global Advisors
California
$211K +$909 +6 +0.5%
QFW
1866
QTR Family Wealth
Florida
$211K +$198K +1,305 New
RZH
1867
Relyea Zuckerberg Hanson
Connecticut
$210K -$173K -1,142 -47%
VCM
1868
Versant Capital Management
Arizona
$210K -$126K -829 -39%
II
1869
Impact Investors
California
$210K +$197K +1,298 New
GDP
1870
Great Diamond Partners
Maine
$209K +$196K +1,290 New
MFC
1871
Mechanics Financial Corp
Ohio
$208K -$21.5K -142 -10%
3F
1872
360 Financial
Minnesota
$208K +$195K +1,285 New
AAM
1873
Auxier Asset Management
Oregon
$208K +$195K +1,285 New
NC
1874
nVerses Capital
Florida
$208K +$194K +1,283 New
OWP
1875
Obermeyer Wealth Partners
Colorado
$207K +$194K +1,280 New
73 74
75
76 77