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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1901
IAG Wealth Partners
Wisconsin
$73K -$2.45K -20 -4%
BHWM
1902
Beaird Harris Wealth Management
Texas
$71.8K -$31.8K -260 -33%
TCM
1903
TD Capital Management
Tennessee
$71.2K – – –
PCA
1904
Providence Capital Advisors
North Carolina
$71.2K – – –
TFIPS
1905
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.1K – – –
ME
1906
McIlrath & Eck
Washington
$70.3K +$2.82K +23 +5%
CJL
1907
Cyrus J. Lawrence
New York
$70K +$11K +90 +21%
NA
1908
Nordwand Advisors
Pennsylvania
$69K – – –
TLA
1909
Tanglewood Legacy Advisors
Texas
$68.3K – – –
FMB
1910
Field & Main Bank
Kentucky
$68.3K – – –
CWA
1911
Carolina Wealth Advisors
South Carolina
$68.1K – – –
SFO
1912
Standard Family Office
South Dakota
$67.9K – – –
VCM
1913
Versant Capital Management
Arizona
$67.9K +$15.8K +129 +35%
AFWM
1914
Abich Financial Wealth Management
Virginia
$66.8K +$57.5K +470 +2,474%
LWCFA
1915
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.4K -$13.6K -111 -17%
WOSD
1916
WFA of San Diego
California
$63.2K – – –
JWA
1917
JFS Wealth Advisors
Pennsylvania
$61K +$490 +4 +0.9%
BIG
1918
Brooklyn Investment Group
New York
$61K +$54.6K +446 New
ATS
1919
Ashton Thomas Securities
New York
$60.8K +$54.5K +445 New
CWM
1920
Compass Wealth Management
Connecticut
$60.4K – – –
HFM
1921
Hartford Financial Management
Connecticut
$60.1K – – –
AGWCA
1922
Annis Gardner Whiting Capital Advisors
Florida
$59.1K -$96.2K -786 -65%
NIC
1923
Northwest Investment Counselors
Oregon
$57.4K +$51.4K +420 New
HWA
1924
HHM Wealth Advisors
Tennessee
$56.9K -$9.79K -80 -16%
DAM
1925
Delta Asset Management
Tennessee
$56.9K -$40.4K -330 -44%
75 76
77
78 79