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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PRWA
1951
Platte River Wealth Advisors
Colorado
$234K -$202K -1,246 -44%
SCM
1952
SOL Capital Management
Maryland
$234K – – –
CCB
1953
Cutter & Co Brokerage
Missouri
$233K -$153K -947 -37%
LSPW
1954
Lake Street Private Wealth
Illinois
$233K +$1.62K +10 +0.6%
MCG
1955
McCollum Christoferson Group
New York
$232K – – –
SFWC
1956
Strategic Family Wealth Counselors
New Jersey
$232K – – –
TFA
1957
Trinity Financial Advisors
Ohio
$231K – – –
MAG
1958
Mayfair Advisory Group
Alabama
$230K -$9.4K -58 -4%
TA
1959
TFG Advisers
Michigan
$230K +$648 +4 +0.3%
LFA
1960
Legacy Financial Advisors
Kentucky
$230K +$4.21K +26 +2%
AIA
1961
Alera Investment Advisors
Illinois
$229K -$26.9K -166 -10%
AL
1962
ADE LLC
Maryland
$229K – – –
KJHP
1963
K.J. Harrison & Partners
Ontario, Canada
$229K – – –
AIFAIM
1964
American Institute for Advanced Investment Management
Arizona
$228K – – –
OBWG
1965
Onyx Bridge Wealth Group
New York
$228K +$9.72K +60 +4%
VFP
1966
Verus Financial Partners
Virginia
$228K +$23.5K +145 +11%
TCM
1967
Teza Capital Management
Illinois
$227K -$45.9K -283 -15%
FFA
1968
Freedman Financial Associates
Massachusetts
$227K +$21.5K +133 +9%
SOAMC
1969
Spirit of America Management Corp
New York
$226K – – –
WFA
1970
Wellspring Financial Advisors
Ohio
$226K – – –
HHAM
1971
HITE Hedge Asset Management
Massachusetts
$225K – – –
TWP
1972
Tower Wealth Partners
Pennsylvania
$225K +$11.7K +72 +5%
BC
1973
Burleson & Co
California
$224K – – –
WLIM
1974
White Lighthouse Investment Management
Massachusetts
$224K – – –
MAM
1975
McLean Asset Management
Virginia
$223K -$5.02K -31 -2%
77 78
79
80 81