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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1951
Prestige Wealth Management Group
New Jersey
$52.9K -$10K -65 -16%
API
1952
Asset Planning Inc
California
$52.8K +$154 +1 +0.3%
SC
1953
Stephens Consulting
Michigan
$52.8K -$26.4K -171 -33%
VWA
1954
VSM Wealth Advisory
Maryland
$52.7K +$154 +1 +0.3%
CF
1955
Collier Financial
Colorado
$52.3K +$52K +337 New
KHC
1956
Koesten Hirschmann & Crabtree
Kansas
$51.2K – – –
BCM
1957
Boreal Capital Management
Florida
$51.1K +$10K +65 +25%
CCMI
1958
Creative Capital Management Investments
California
$50.8K – – –
CCM
1959
Cloud Capital Management
Washington
$50K +$50.6K +328 New
BFS
1960
Burkett Financial Services
South Carolina
$48.3K +$154 +1 +0.3%
PCTC
1961
Perkins Coie Trust Company
Washington
$48.1K – – –
FUBT
1962
First United Bank & Trust
Maryland
$47.3K – – –
AIA
1963
Aventus Investment Advisors
Florida
$46.6K – – –
NL
1964
NVWM LLC
Pennsylvania
$45.2K – – –
MIM
1965
Manitou Investment Management
Ontario, Canada
$45K – – –
W
1966
WealthCollab
Washington
$44.7K – – –
NRWA
1967
North Ridge Wealth Advisors
Oregon
$44.6K – – –
VEA
1968
Virtus ETF Advisers
New York
$43.5K -$7.09K -46 -14%
PMFA
1969
Plante Moran Financial Advisors
Michigan
$43.3K -$86.8K -563 -67%
MMCM
1970
Murphy & Mullick Capital Management
New York
$42.9K +$27K +175 +206%
GJIA
1971
Glass Jacobson Investment Advisors
Maryland
$42.5K – – –
MWA
1972
Miller Wealth Advisors
Colorado
$41.7K – – –
TIM
1973
Thompson Investment Management
Wisconsin
$41.5K – – –
HIMS
1974
Hager Investment Management Services
New Hampshire
$40K -$1.08K -7 -3%
WWA
1975
Wealth Watch Advisors
Colorado
$39.6K +$39.3K +255 New
77 78
79
80 81