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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCP
2051
Distillate Capital Partners
Illinois
$10.4K -$7.8M -76,490 -100%
TF
2052
TimeScale Financial
Massachusetts
$9.32K – – –
MWA
2053
Moser Wealth Advisors
Washington
$8.99K – – –
GC
2054
Gould Capital
Washington
$8.51K – – –
OAJ
2055
Ogorek Anthony Joseph
New York
$8K -$918 -9 -9%
SFG
2056
Steward Financial Group
Texas
$8K +$9.18K +90 New
DI
2057
Disciplined Investments
Oklahoma
$7.2K -$918 -9 -11%
JMF
2058
Johnson Midwest Financial
Iowa
$7K – – –
LWA
2059
Lowe Wealth Advisors
Maryland
$6.6K +$6.12K +60 +1,000%
FA
2060
Fortis Advisors
Pennsylvania
$6K – – –
IAS
2061
IMA Advisory Services
Colorado
$6K – – –
FSWA
2062
Financial Synergies Wealth Advisors
Texas
$5.61K +$102 +1 +2%
NECFA
2063
New England Capital Financial Advisors
Connecticut
$5.19K +$5.2K +51 New
CQS
2064
Credential Qtrade Securities
$4.08K – – –
FCMT
2065
Founders Capital Management (Texas)
Texas
$4K – – –
RDIA
2066
RE Dickinson Investment Advisors
Iowa
$4K – – –
PS
2067
PayPay Securities
Japan
$3.72K +$3.77K +37 New
RWM
2068
Ruedi Wealth Management
Illinois
$3.72K +$3.77K +37 New
PCM
2069
Penserra Capital Management
California
$3K +$3.67K +36 New
RTL
2070
Red Tortoise LLC
Georgia
$3K +$3.06K +30 New
IAA
2071
Independent Advisor Alliance
North Carolina
$2.9K -$5.74M -56,261 -66%
CWA
2072
Clearview Wealth Advisors
Oregon
$2.88K +$2.96K +29 New
AWA
2073
Artemis Wealth Advisors
New York
$2.52K -$52.1K -511 -95%
TCA
2074
Trifecta Capital Advisors
Illinois
$2.4K +$2.45K +24 New
FMP
2075
Financial Management Professionals
Texas
$2K -$306 -3 -12%
81 82
83
84 85