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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1851
Good Life Advisors
Pennsylvania
$335K +$25.2K +169 +8%
CCA
1852
Childress Capital Advisors
Texas
$334K -$96.1K -645 -22%
BDFN
1853
Bond & Devick Financial Network
Minnesota
$334K – – –
CP
1854
CenterBook Partners
Connecticut
$334K +$335K +2,246 New
CFG
1855
Cooper Financial Group
California
$333K -$51K -342 -13%
RCG
1856
Regatta Capital Group
California
$333K +$334K +2,243 New
BWM
1857
Benchmark Wealth Management
Connecticut
$332K – – –
NDSI
1858
Newman Dignan & Sheerar Inc
Rhode Island
$332K – – –
KL
1859
KilterHowling LLC
Colorado
$331K +$333K +2,232 New
BOM
1860
Bank of Marin
California
$331K – – –
1W
1861
1776 Wealth
Georgia
$331K +$107K +716 +47%
LAI
1862
Legal Advantage Investments
California
$330K +$149 +1 +0%
WA
1863
Wealth Architects
California
$328K +$74.6K +501 +29%
PFA
1864
Pathway Financial Advisors
Vermont
$328K +$352K +2,361 New
B
1865
Bridgeworth
Alabama
$327K -$45.7K -307 -12%
DE
1866
Day & Ennis
Georgia
$326K -$8.94K -60 -3%
WGAM
1867
Wilkinson Global Asset Management
New York
$326K – – –
MIC
1868
Means Investment Company
Maine
$326K +$8.94K +60 +3%
RRA
1869
Round Rock Advisors
Connecticut
$326K +$42.3K +284 +15%
ZIG
1870
Zullo Investment Group
Pennsylvania
$326K +$327K +2,196 New
AFS
1871
Annapolis Financial Services
Maryland
$325K +$12.5K +84 +4%
VFM
1872
Vivid Financial Management
California
$325K +$326K +2,189 New
WMA
1873
West Michigan Advisors
Michigan
$325K +$326K +2,191 New
CCA
1874
Conestoga Capital Advisors
Pennsylvania
$323K – – –
BWA
1875
Bordeaux Wealth Advisors
California
$323K +$35.6K +239 +12%
73 74
75
76 77