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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1926
Carolina Wealth Advisors
South Carolina
$73.7K – – –
CA
1927
Centerpoint Advisors
Massachusetts
$72K – – –
CMP
1928
Coston McIsaac & Partners
Maine
$72K – – –
BONH
1929
Bank of New Hampshire
New Hampshire
$71.9K -$35.7K -250 -35%
GWM
1930
Gitterman Wealth Management
New Jersey
$69.9K +$65.5K +458 New
VWM
1931
Vermillion Wealth Management
Minnesota
$69.5K -$35.7K -250 -35%
RFG
1932
REAP Financial Group
Texas
$69.4K +$24.7K +173 +61%
AFG
1933
Albion Financial Group
Utah
$68.5K – – –
AIC
1934
Archer Investment Corporation
Indiana
$68K +$143 +1 +0.2%
HFM
1935
Hartford Financial Management
Connecticut
$67K – – –
CM
1936
Capula Management
Cayman Islands
$66.4K -$2.71K -19 -4%
JWA
1937
JFS Wealth Advisors
Pennsylvania
$65.5K +$572 +4 +0.9%
OP
1938
ORG Partners
Indiana
$64.1K -$12.1K -85 -17%
TPWA
1939
Twin Peaks Wealth Advisors
California
$63.7K +$57.7K +404 New
DAM
1940
Delta Asset Management
Tennessee
$63.3K – – –
GEA
1941
Glen Eagle Advisors
New Jersey
$62K – – –
ACA
1942
American Capital Advisory
Idaho
$61.9K +$429 +3 +0.7%
PWMG
1943
Prestige Wealth Management Group
New Jersey
$61.8K – – –
BWM
1944
Bernard Wealth Management
Michigan
$61.8K -$2.29K -16 -4%
CMA
1945
Cedar Mountain Advisors
Oregon
$61.5K – – –
SC
1946
Steph & Co
Wisconsin
$60.9K – – –
VFM
1947
Vision Financial Markets
Connecticut
$60.9K – – –
WOSD
1948
WFA of San Diego
California
$60.9K +$57.2K +400 New
ZBNA
1949
Zions Bancorporation, National Association
Utah
$60.3K -$28K -196 -33%
OAJ
1950
Ogorek Anthony Joseph
New York
$60K -$6.72K -47 -11%
76 77
78
79 80