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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1926
Hartford Financial Management
Connecticut
$68.3K – – –
SGK
1927
Steigerwald Gordon & Koch
Virginia
$68K +$67.5K +438 New
FMB
1928
Field & Main Bank
Kentucky
$66K -$11.6K -75 -15%
XC
1929
XY Capital
Hong Kong
$64.7K +$64.3K +417 New
DAM
1930
Delta Asset Management
Tennessee
$64.6K – – –
AG
1931
AmeriFlex Group
Nevada
$64.2K +$45.3K +294 +245%
POIA
1932
Pin Oak Investment Advisors
Texas
$63.9K -$15.4K -100 -20%
ACA
1933
American Capital Advisory
Idaho
$63.1K – – –
BWM
1934
Bernard Wealth Management
Michigan
$63K – – –
CMA
1935
Cedar Mountain Advisors
Oregon
$62.7K – – –
SC
1936
Steph & Co
Wisconsin
$62.1K – – –
VFM
1937
Vision Financial Markets
Connecticut
$62.1K – – –
WOSD
1938
WFA of San Diego
California
$62.1K – – –
OAJ
1939
Ogorek Anthony Joseph
New York
$62K +$463 +3 +0.8%
TCB
1940
Texas Capital Bancshares
Texas
$60.1K +$59.7K +387 New
FPB
1941
First PREMIER Bank
South Dakota
$59K +$58.4K +379 New
IWP
1942
IAG Wealth Partners
Wisconsin
$58.3K -$24.4K -158 -30%
RDFA
1943
Ritter Daniher Financial Advisory
Ohio
$55.9K – – –
VWA
1944
Valued Wealth Advisors
Utah
$55K +$308 +2 +0.6%
BBPWM
1945
Blue Bell Private Wealth Management
Pennsylvania
$54.9K – – –
SWIM
1946
Smallwood Wealth Investment Management
New Jersey
$54.8K – – –
RA
1947
Rise Advisors
New York
$53.9K +$1.39K +9 +3%
PWMG
1948
Prestige Wealth Management Group
New Jersey
$52.9K -$10K -65 -16%
API
1949
Asset Planning Inc
California
$52.8K +$154 +1 +0.3%
SC
1950
Stephens Consulting
Michigan
$52.8K -$26.4K -171 -33%
76 77
78
79 80