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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1851
Optimum Investment Advisors
Illinois
$341K – – –
PCM
1852
Poehling Capital Management
Wisconsin
$341K +$29.9K +201 +10%
HAM
1853
Hedges Asset Management
Nevada
$341K +$342K +2,296 New
FWP
1854
FAS Wealth Partners
Kansas
$340K +$18K +121 +6%
ADMI
1855
Albert D. Mason Inc
Massachusetts
$340K +$18.8K +126 +6%
ACM
1856
Armbruster Capital Management
New York
$337K -$17.9K -120 -5%
WP
1857
WealthSource Partners
California
$336K -$19.5K -131 -5%
GIM
1858
Greylin Investment Management
Virginia
$336K -$13.4K -90 -4%
SWM
1859
Sugarloaf Wealth Management
Georgia
$336K +$596 +4 +0.2%
GLA
1860
Good Life Advisors
Pennsylvania
$335K +$25.2K +169 +8%
CCA
1861
Childress Capital Advisors
Texas
$334K -$96.1K -645 -22%
BDFN
1862
Bond & Devick Financial Network
Minnesota
$334K – – –
CP
1863
CenterBook Partners
Connecticut
$334K +$335K +2,246 New
CFG
1864
Cooper Financial Group
California
$333K -$51K -342 -13%
RCG
1865
Regatta Capital Group
California
$333K +$334K +2,243 New
BWM
1866
Benchmark Wealth Management
Connecticut
$332K – – –
NDSI
1867
Newman Dignan & Sheerar Inc
Rhode Island
$332K – – –
KL
1868
KilterHowling LLC
Colorado
$331K +$333K +2,232 New
BOM
1869
Bank of Marin
California
$331K – – –
1W
1870
1776 Wealth
Georgia
$331K +$107K +716 +47%
LAI
1871
Legal Advantage Investments
California
$330K +$149 +1 +0%
WA
1872
Wealth Architects
California
$328K +$74.6K +501 +29%
PFA
1873
Pathway Financial Advisors
Vermont
$328K +$352K +2,361 New
B
1874
Bridgeworth
Alabama
$327K -$45.7K -307 -12%
DE
1875
Day & Ennis
Georgia
$326K -$8.94K -60 -3%
73 74
75
76 77