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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1951
Twin Peaks Wealth Advisors
California
$54K +$59.2K +372 New
PCFFS
1952
Pacific Center for Financial Services
California
$53.7K +$24.4K +153 +71%
VWA
1953
Valued Wealth Advisors
Utah
$53.7K +$2.07K +13 +4%
BCFD
1954
Boit C.F. David
$52.3K -$159K -1,000 -74%
BBPWM
1955
Blue Bell Private Wealth Management
Pennsylvania
$51.4K – – –
VWA
1956
VSM Wealth Advisory
Maryland
$49.7K +$318 +2 +0.6%
PWMG
1957
Prestige Wealth Management Group
New Jersey
$49.5K – – –
MWM
1958
Mascoma Wealth Management
New Hampshire
$49.5K -$26.8K -168 -33%
CF
1959
Collier Financial
Colorado
$49.4K +$318 +2 +0.6%
TC
1960
Tacita Capital
Ontario, Canada
$49.2K +$29.6K +186 +122%
POIA
1961
Pin Oak Investment Advisors
Texas
$49K – – –
CCMI
1962
Creative Capital Management Investments
California
$47.6K – – –
OAJ
1963
Ogorek Anthony Joseph
New York
$47K -$4.46K -28 -8%
BIM
1964
Bullseye Investment Management
Ohio
$46.5K – – –
CMP
1965
Coston McIsaac & Partners
Maine
$46K -$5.25K -33 -9%
BFS
1966
Burkett Financial Services
South Carolina
$45.6K +$318 +2 +0.6%
PCTC
1967
Perkins Coie Trust Company
Washington
$45K – – –
OCWP
1968
Owl Creek Wealth Partners
Colorado
$44.6K +$48.9K +307 New
AIA
1969
Aventus Investment Advisors
Florida
$43.6K – – –
VR
1970
Vision Retirement
New Jersey
$43.6K – – –
RWM
1971
Raffa Wealth Management
District of Columbia
$43.6K +$318 +2 +0.7%
NL
1972
NVWM LLC
Pennsylvania
$42.8K +$637 +4 +1%
FUBT
1973
First United Bank & Trust
Maryland
$42.1K -$2.39K -15 -5%
BW
1974
Bravera Wealth
North Dakota
$42.1K – – –
MIM
1975
Manitou Investment Management
Ontario, Canada
$42.1K – – –
77 78
79
80 81