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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
1951
Strategic Family Wealth Counselors
New Jersey
$232K – – –
TFA
1952
Trinity Financial Advisors
Ohio
$231K – – –
MAG
1953
Mayfair Advisory Group
Alabama
$230K -$9.4K -58 -4%
TA
1954
TFG Advisers
Michigan
$230K +$648 +4 +0.3%
LFA
1955
Legacy Financial Advisors
Kentucky
$230K +$4.21K +26 +2%
AIA
1956
Alera Investment Advisors
Illinois
$229K -$26.9K -166 -10%
AL
1957
ADE LLC
Maryland
$229K – – –
KJHP
1958
K.J. Harrison & Partners
Ontario, Canada
$229K – – –
AIFAIM
1959
American Institute for Advanced Investment Management
Arizona
$228K – – –
OBWG
1960
Onyx Bridge Wealth Group
New York
$228K +$9.72K +60 +4%
VFP
1961
Verus Financial Partners
Virginia
$228K +$23.5K +145 +11%
TCM
1962
Teza Capital Management
Illinois
$227K -$45.9K -283 -15%
FFA
1963
Freedman Financial Associates
Massachusetts
$227K +$21.5K +133 +9%
SOAMC
1964
Spirit of America Management Corp
New York
$226K – – –
WFA
1965
Wellspring Financial Advisors
Ohio
$226K – – –
HHAM
1966
HITE Hedge Asset Management
Massachusetts
$225K – – –
TWP
1967
Tower Wealth Partners
Pennsylvania
$225K +$11.7K +72 +5%
BC
1968
Burleson & Co
California
$224K – – –
WLIM
1969
White Lighthouse Investment Management
Massachusetts
$224K – – –
MAM
1970
McLean Asset Management
Virginia
$223K -$5.02K -31 -2%
BO
1971
BRR OpCo
Ohio
$223K -$4.7K -29 -2%
TCM
1972
Triumph Capital Management
Colorado
$223K +$247K +1,524 New
1W
1973
1776 Wealth
Georgia
$222K – – –
BMWM
1974
Brown Miller Wealth Management
Virginia
$222K – – –
SIM
1975
SSI Investment Management
California
$222K – – –
77 78
79
80 81