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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1876
TL Private Wealth
Texas
$216K +$214K +1,310 New
SWM
1877
Segment Wealth Management
Texas
$216K +$221K +1,350 New
RMCM
1878
Reynders McVeigh Capital Management
Massachusetts
$216K -$29.8K -182 -12%
AR
1879
Apeiron RIA
Texas
$215K -$22.2K -136 -9%
SCM
1880
Silvant Capital Management
Georgia
$215K – – –
TWM
1881
Thrive Wealth Management
Pennsylvania
$215K +$219K +1,341 New
NLP
1882
Next Level Private
New York
$214K – – –
JC
1883
JB Capital
Connecticut
$214K +$3.6K +22 +2%
FFA
1884
Founders Financial Alliance
North Carolina
$214K -$75.7K -463 -26%
RWI
1885
Red Wave Investments
Pennsylvania
$214K – – –
AGC
1886
Aspen Grove Capital
Colorado
$213K – – –
AAM
1887
Auxier Asset Management
Oregon
$213K -$32.7K -200 -13%
HNWAG
1888
High Net Worth Advisory Group
Florida
$212K – – –
HFS
1889
Heritage Financial Services
Massachusetts
$212K +$1.15K +7 +0.5%
SIM
1890
Sentry Investment Management
Wisconsin
$212K – – –
NRG
1891
Nemes Rush Group
Michigan
$212K +$3.11K +19 +1%
CAS
1892
Coppell Advisory Solutions
Texas
$212K -$654 -4 -0.3%
EFH
1893
Eaton Financial Holdings
Florida
$212K -$61.3K -375 -22%
TSMHT
1894
Thurston Springer Miller Herd & Titak
Indiana
$212K +$202K +1,233 +1,385%
KCP
1895
Kera Capital Partners
California
$211K +$225K +1,378 New
FC
1896
Financial Council
Maryland
$211K +$3.92K +24 +2%
GDP
1897
Great Diamond Partners
Maine
$211K – – –
VCM
1898
Voleon Capital Management
California
$210K -$985K -6,021 -82%
NFTC
1899
North Forty Two & Co
Oregon
$210K – – –
NRC
1900
New Republic Capital
North Carolina
$209K +$214K +1,308 New
74 75
76
77 78