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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1851
Muirfield Wealth Advisors
North Carolina
$212K +$199K +1,312 New
SFWC
1852
Strategic Family Wealth Counselors
New Jersey
$212K +$199K +1,310 New
NFTC
1853
North Forty Two & Co
Oregon
$212K +$199K +1,310 New
AF
1854
Atala Financial
California
$212K +$198K +1,309 New
FPN
1855
Financial Planning Navigators
Minnesota
$212K +$198K +1,308 New
RYIA
1856
Roehl & Yi Investment Advisors
Oregon
$211K +$198K +1,306 New
HHGA
1857
Halbert Hargrove Global Advisors
California
$211K +$909 +6 +0.5%
QFW
1858
QTR Family Wealth
Florida
$211K +$198K +1,305 New
RZH
1859
Relyea Zuckerberg Hanson
Connecticut
$210K -$173K -1,142 -47%
VCM
1860
Versant Capital Management
Arizona
$210K -$126K -829 -39%
II
1861
Impact Investors
California
$210K +$197K +1,298 New
GDP
1862
Great Diamond Partners
Maine
$209K +$196K +1,290 New
MFC
1863
Mechanics Financial Corp
Ohio
$208K -$21.5K -142 -10%
3F
1864
360 Financial
Minnesota
$208K +$195K +1,285 New
AAM
1865
Auxier Asset Management
Oregon
$208K +$195K +1,285 New
NC
1866
nVerses Capital
Florida
$208K +$194K +1,283 New
OWP
1867
Obermeyer Wealth Partners
Colorado
$207K +$194K +1,280 New
TPW
1868
TL Private Wealth
Texas
$207K +$199K +1,310 New
SFG
1869
Sovereign Financial Group
Connecticut
$207K +$194K +1,277 New
KPWG
1870
KFA Private Wealth Group
Virginia
$207K +$193K +1,276 New
ES
1871
Element Squared
Minnesota
$206K +$193K +1,275 New
FAC
1872
Financial Advisory Corporation
Michigan
$206K +$193K +1,271 New
FWA
1873
Flagship Wealth Advisors
Massachusetts
$205K +$7.58K +50 +4%
AIMA
1874
Ables Iannone Moore & Associates
Georgia
$205K +$192K +1,264 New
AWS
1875
Arkfeld Wealth Strategies
Nebraska
$205K +$195K +1,285 New
73 74
75
76 77