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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2076
Mowery & Schoenfeld Wealth Management
Illinois
$11.4K -$3.66K -23 -23%
EPAM
2077
Evelyn Partners Asset Management
$11K – – –
WPA
2078
Wealth Preservation Advisors
Tennessee
$11K +$12.1K +76 New
RTL
2079
Red Tortoise LLC
Georgia
$10.6K – – –
FFC
2080
First Financial Corp
Indiana
$10.5K – – –
HIW
2081
Holos Integrated Wealth
Pennsylvania
$10.4K – – –
GC
2082
Gould Capital
Washington
$10.3K – – –
MB
2083
MidFirst Bank
Oklahoma
$10.2K -$629K -3,949 -98%
JGCM
2084
Joseph Group Capital Management
Ohio
$10.2K +$2.71K +17 +32%
AF
2085
Abound Financial
California
$9.88K -$2.39K -15 -18%
VERPA
2086
Virginia Estate & Retirement Planning Advisors
Virginia
$9.59K +$10.5K +66 New
HAP
2087
Harbor Asset Planning
Massachusetts
$9.45K – – –
BCM
2088
Boreal Capital Management
Florida
$9.44K -$42K -264 -80%
IAS
2089
IMA Advisory Services
Colorado
$9.44K -$1.11K -7 -10%
DWM
2090
Dogwood Wealth Management
Kansas
$9.15K -$7.8K -49 -44%
UCB
2091
United Community Bank
South Carolina
$9.15K – – –
SWP
2092
SIMA Wealth Partners
Virginia
$9.01K – – –
DWA
2093
Dougherty Wealth Advisers
Minnesota
$8.71K – – –
ASCM
2094
Adkins Seale Capital Management
Louisiana
$8.57K – – –
KG
2095
Kilter Group
New York
$8.13K +$478 +3 +6%
CFM
2096
Cornerstone Financial Management
Massachusetts
$8.13K +$3.03K +19 +51%
BHWM
2097
Bay Harbor Wealth Management
Maryland
$8.13K +$1.59K +10 +22%
TTIC
2098
Tower Trust & Investment Company
Iowa
$7.84K – – –
MWA
2099
Merkkuri Wealth Advisors
New York
$7.4K +$8.12K +51 New
IWP
2100
IAG Wealth Partners
Wisconsin
$7.26K – – –
82 83
84
85 86