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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1851
Medallion Wealth Advisors
Connecticut
$222K – – –
RCG
1852
Regatta Capital Group
California
$222K – – –
HCM
1853
Hengehold Capital Management
Ohio
$222K – – –
VHAM
1854
Van Hulzen Asset Management
California
$222K +$226K +1,385 New
ACM
1855
Aster Capital Management
United Arab Emirates
$222K +$226K +1,385 New
LWA
1856
Lantern Wealth Advisors
New York
$221K +$226K +1,383 New
OCM
1857
One Capital Management
California
$221K -$16.2K -99 -7%
YCG
1858
Yeomans Consulting Group
Georgia
$221K +$6.7K +41 +3%
AWA
1859
Amplius Wealth Advisors
Pennsylvania
$221K +$225K +1,379 New
QFA
1860
Quantum Financial Advisors
California
$221K +$327 +2 +0.1%
KLI
1861
Kelman-Lazarov Inc
Tennessee
$220K +$7.03K +43 +3%
SPWM
1862
Spartan Planning & Wealth Management
North Carolina
$220K +$2.13K +13 +1%
PFA
1863
Pathway Financial Advisors
Vermont
$219K – – –
CWAF
1864
Core Wealth Advisors (Florida)
Florida
$219K – – –
SFP
1865
Sandbox Financial Partners
Maryland
$219K +$327 +2 +0.1%
GWM
1866
Global Wealth Management
New Jersey
$219K +$223K +1,366 New
IIA
1867
Integral Investment Advisors
California
$219K +$223K +1,365 New
TFS
1868
Thoroughbred Financial Services
Tennessee
$218K +$981 +6 +0.4%
CA
1869
Continuum Advisory
Idaho
$218K +$222K +1,360 New
ZCP
1870
Z3 Capital Partners
Virginia
$217K +$222K +1,357 New
KCIC
1871
Kuhn & Co Investment Counsel
Illinois
$217K – – –
SAM
1872
SP Asset Management
California
$217K -$72.1K -441 -25%
AL
1873
ADE LLC
Maryland
$217K – – –
TPW
1874
TL Private Wealth
Texas
$216K +$214K +1,310 New
SWM
1875
Segment Wealth Management
Texas
$216K +$221K +1,350 New
73 74
75
76 77