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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
2051
American Institute for Advanced Investment Management
Arizona
$231K – – –
MAG
2052
Mayfair Advisory Group
Alabama
$230K -$4.77K -32 -2%
SOAMC
2053
Spirit of America Management Corp
New York
$229K – – –
WFA
2054
Wellspring Financial Advisors
Ohio
$229K – – –
OBWG
2055
Onyx Bridge Wealth Group
New York
$228K +$4.47K +30 +2%
EFL
2056
ERn Financial LLC
Wisconsin
$228K +$15.9K +107 +7%
HWIS
2057
Hancock Whitney Investment Services
Louisiana
$228K +$230K +1,545 New
HHAM
2058
HITE Hedge Asset Management
Massachusetts
$227K – – –
EFM
2059
E Fund Management
China
$227K +$2.09K +14 +0.9%
RCI
2060
RS Crum Inc
California
$227K +$228K +1,531 New
EWA
2061
EverSource Wealth Advisors
Alabama
$226K +$226K +1,520 New
EIG
2062
Ellenbecker Investment Group
Wisconsin
$225K -$9.68K -65 -4%
BO
2063
BRR OpCo
Ohio
$224K -$1.79K -12 -0.8%
SIM
2064
SSI Investment Management
California
$224K -$894 -6 -0.4%
WCA
2065
Waypoint Capital Advisors
Minnesota
$223K +$223K +1,499 New
CCP
2066
Carmel Capital Partners
California
$223K +$224K +1,505 New
BCP
2067
Blue Chip Partners
Michigan
$222K -$153K -1,024 -41%
NPF
2068
Norris Perne & French
Michigan
$222K -$17.9K -120 -7%
TI
2069
Truehand Inc
New Hampshire
$222K – – –
SIG
2070
Spinnaker Investment Group
California
$222K +$222K +1,488 New
EWM
2071
Executive Wealth Management
Michigan
$220K -$596 -4 -0.3%
OFG
2072
Oxford Financial Group
Indiana
$220K -$298 -2 -0.1%
CFCI
2073
Comprehensive Financial Consultants Institutional
Indiana
$220K +$261K +1,752 New
TCM
2074
Triumph Capital Management
Colorado
$219K -$7.6K -51 -3%
HKIM
2075
Hayek Kallen Investment Management
Alabama
$219K +$220K +1,476 New
81 82
83
84 85