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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1951
Alphadyne Asset Management
New York
$57.9K +$54.3K +380 New
BFP
1952
Briaud Financial Planning
Texas
$57K – – –
T
1953
Tidemark
California
$55.5K -$572 -4 -1%
TIM
1954
Total Investment Management
Arizona
$55.1K +$51.7K +362 New
RDFA
1955
Ritter Daniher Financial Advisory
Ohio
$54.8K +$27.6K +193 +116%
BBPWM
1956
Blue Bell Private Wealth Management
Pennsylvania
$53.9K – – –
SWIM
1957
Smallwood Wealth Investment Management
New Jersey
$53.7K – – –
VWA
1958
Valued Wealth Advisors
Utah
$53.7K – – –
IMC
1959
Investment Management Corporation
Virginia
$53.6K +$7.29K +51 +17%
DF
1960
Dunhill Financial
United Kingdom
$52.6K – – –
MWM
1961
Mascoma Wealth Management
New Hampshire
$51.9K – – –
API
1962
Asset Planning Inc
California
$51.6K +$143 +1 +0.3%
VWA
1963
VSM Wealth Advisory
Maryland
$51.5K -$12.4K -87 -20%
RA
1964
Rise Advisors
New York
$51.4K -$143 -1 -0.3%
SL
1965
Salomon & Ludwin
Virginia
$50.8K +$24.3K +170 +106%
AGWCA
1966
Annis Gardner Whiting Capital Advisors
Florida
$50.5K +$14.1K +99 +42%
KHC
1967
Koesten Hirschmann & Crabtree
Kansas
$50.2K – – –
CCMI
1968
Creative Capital Management Investments
California
$49.9K – – –
VEA
1969
Virtus ETF Advisers
New York
$49.6K -$66.9K -468 -59%
LFA
1970
Livelsberger Financial Advisory
Ohio
$49.2K +$46.2K +323 New
RS
1971
Rakuten Securities
Japan
$48.9K -$18.6K -130 -29%
PCTC
1972
Perkins Coie Trust Company
Washington
$47.2K – – –
BFS
1973
Burkett Financial Services
South Carolina
$47.1K +$286 +2 +0.6%
FUBT
1974
First United Bank & Trust
Maryland
$46.4K – – –
AIA
1975
Aventus Investment Advisors
Florida
$45.7K +$42.9K +300 New
77 78
79
80 81