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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1851
Blue Bell Private Wealth Management
Pennsylvania
$100K – – –
BWA
1852
BDO Wealth Advisors
Florida
$100K +$332 +2 +0.3%
LYV
1853
Live Your Vision
Pennsylvania
$95K – – –
NWM
1854
Northwest Wealth Management
Iowa
$95K – – –
EI
1855
Ellevest Inc
New York
$95K +$99.3K +598 New
DOA
1856
D'Orazio & Associates
Virginia
$93K – – –
SHJ
1857
Sharkey, Howes & Javer
Colorado
$91K -$25.2K -152 -21%
LFASL
1858
Lugano Financial Advisors SA (LFA)
Switzerland
$88K – – –
IP
1859
Intellectus Partners
California
$87K -$456K -2,746 -83%
GAM
1860
Gemmer Asset Management
California
$87K -$3.15K -19 -3%
CAC
1861
Certified Advisory Corp
Florida
$83K -$25.6K -154 -23%
DPA
1862
Delphi Private Advisors
California
$80K -$11.6K -70 -12%
BCA
1863
Berman Capital Advisors
Georgia
$79K +$82.8K +499 New
NPP
1864
New Potomac Partners
Maryland
$76K – – –
IC
1865
Inscription Capital
Texas
$76K +$79.7K +480 New
FLI
1866
Family Legacy Inc
South Carolina
$75K +$4.32K +26 +6%
PCA
1867
Providence Capital Advisors
North Carolina
$74K – – –
TCM
1868
TD Capital Management
Tennessee
$74K +$5.48K +33 +8%
HIIFS
1869
Harel Insurance Investments & Financial Services
Israel
$73K – – –
TFA
1870
Transamerica Financial Advisors
Florida
$72K +$35.9K +216 +92%
FGC
1871
Financial Gravity Companies
Texas
$72K +$71.5K +431 New
LWM
1872
Lenox Wealth Management
Ohio
$70K – – –
CFA
1873
Clarfeld Financial Advisors
New York
$68K +$70.7K +426 New
IDBONY
1874
Israel Discount Bank of New York
New York
$67K +$3.98K +24 +6%
RWM
1875
Raffa Wealth Management
District of Columbia
$66.1K +$12.8K +77 +23%
73 74
75
76 77