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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1926
BNC Wealth Management
Oregon
$78K +$78.7K +585 New
PFO
1927
Pathstone Family Office
New Jersey
$76K +$18.4K +137 +32%
DOA
1928
D'Orazio & Associates
Virginia
$74K – – –
EDRH
1929
Edmond de Rothschild Holding
Switzerland
$73K -$161K -1,196 -69%
RG
1930
Retirement Group
California
$71K – – –
HDIM
1931
Hanson & Doremus Investment Management
Vermont
$70K +$35.4K +263 +101%
GEA
1932
Glen Eagle Advisors
New Jersey
$68.4K – – –
CBT
1933
Central Bank & Trust
Kentucky
$68K – – –
TI
1934
tru Independence
Oregon
$66K -$169K -1,258 -72%
LWM
1935
Liberty Wealth Management
California
$66K -$2.96K -22 -4%
FFC
1936
First Financial Corp
Indiana
$66K – – –
HCA
1937
Horan Capital Advisors
Ohio
$66K +$65.9K +490 New
NPP
1938
New Potomac Partners
Maryland
$64K – – –
SIA
1939
SeaBridge Investment Advisors
New Jersey
$64K – – –
PS
1940
Planned Solutions
California
$64K +$64.3K +478 New
C
1941
Cerebellum
California
$64K +$64.7K +481 New
LWS
1942
Lucia Wealth Services
California
$63K -$3.9K -29 -6%
CA
1943
Crewe Advisors
Utah
$63K +$3.9K +29 +7%
SIS
1944
Sound Income Strategies
Florida
$61K +$6.32K +47 +12%
AIM
1945
ARK Investment Management
Florida
$61K +$16.8K +125 +38%
FMB
1946
Field & Main Bank
Kentucky
$60K +$20.2K +150 +50%
EWA
1947
Evolution Wealth Advisors
Florida
$58K +$18.8K +140 +47%
MIM
1948
Macroview Investment Management
Maryland
$57K +$1.34K +10 +2%
MIFH
1949
Migdal Insurance & Financial Holdings
Israel
$56K -$68.5K -509 -55%
VCM
1950
Versant Capital Management
Arizona
$56K -$37.5K -279 -40%
76 77
78
79 80