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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2076
Swan Capital
Florida
$11.9K +$13.1K +82 New
YP
2077
YANKCOM Partnership
South Dakota
$11.8K – – –
ECA
2078
Elevated Capital Advisors
Utah
$11.6K – – –
WBWA
2079
William B. Walkup & Associates
South Carolina
$11.5K – – –
MSWM
2080
Mowery & Schoenfeld Wealth Management
Illinois
$11.4K -$3.66K -23 -23%
EPAM
2081
Evelyn Partners Asset Management
$11K – – –
WPA
2082
Wealth Preservation Advisors
Tennessee
$11K +$12.1K +76 New
RTL
2083
Red Tortoise LLC
Georgia
$10.6K – – –
FFC
2084
First Financial Corp
Indiana
$10.5K – – –
HIW
2085
Holos Integrated Wealth
Pennsylvania
$10.4K – – –
GC
2086
Gould Capital
Washington
$10.3K – – –
MB
2087
MidFirst Bank
Oklahoma
$10.2K -$629K -3,949 -98%
JGCM
2088
Joseph Group Capital Management
Ohio
$10.2K +$2.71K +17 +32%
AF
2089
Abound Financial
California
$9.88K -$2.39K -15 -18%
VERPA
2090
Virginia Estate & Retirement Planning Advisors
Virginia
$9.59K +$10.5K +66 New
HAP
2091
Harbor Asset Planning
Massachusetts
$9.45K – – –
BCM
2092
Boreal Capital Management
Florida
$9.44K -$42K -264 -80%
IAS
2093
IMA Advisory Services
Colorado
$9.44K -$1.11K -7 -10%
DWM
2094
Dogwood Wealth Management
Kansas
$9.15K -$7.8K -49 -44%
UCB
2095
United Community Bank
South Carolina
$9.15K – – –
SWP
2096
SIMA Wealth Partners
Virginia
$9.01K – – –
DWA
2097
Dougherty Wealth Advisers
Minnesota
$8.71K – – –
ASCM
2098
Adkins Seale Capital Management
Louisiana
$8.57K – – –
KG
2099
Kilter Group
New York
$8.13K +$478 +3 +6%
CFM
2100
Cornerstone Financial Management
Massachusetts
$8.13K +$3.03K +19 +51%
82 83
84
85 86