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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2101
Atwood & Palmer
Missouri
$73K – – –
CI
2102
Cordant Inc
Oregon
$73K – – –
EI
2103
Ellevest Inc
New York
$70K – – –
CCM
2104
Carderock Capital Management
Maryland
$70K +$77.4K +478 New
KFS
2105
Kelly Financial Services
Massachusetts
$69.1K -$15.1M -93,042 -99%
FFC
2106
First Financial Corp
Indiana
$69K – – –
PPWM
2107
PFG Private Wealth Management
Florida
$69K +$76.2K +470 New
JEST
2108
JTC Employer Solutions Trustee
Jersey
$68K +$15.6K +96 +26%
MIFH
2109
Migdal Insurance & Financial Holdings
Israel
$67K -$5.83K -36 -7%
BEI
2110
Benjamin Edwards Inc
Missouri
$66K +$33.4K +206 +84%
CA
2111
Crewe Advisors
Utah
$65K – – –
TF
2112
TimeScale Financial
Massachusetts
$62K +$324 +2 +0.5%
ICM
2113
Islay Capital Management
Texas
$61K – – –
SSC
2114
Syverson Strege & Co
Iowa
$61K +$1.94K +12 +3%
DTIM
2115
Danda Trouve Investment Management
Kansas
$60K – – –
TFGT
2116
TS Financial Group (TSFG)
Illinois
$59K +$3.56K +22 +6%
MIM
2117
Macroview Investment Management
Maryland
$58K – – –
HWMA
2118
Heritage Wealth Management (Arizona)
Arizona
$56K – – –
HFM
2119
Harvest Fund Management
China
$55K – – –
HI
2120
Hoey Investments
Pennsylvania
$55K +$29.2K +180 +91%
MAM
2121
McCarthy Asset Management
California
$51K +$44.9K +277 +385%
ARMC
2122
American Research & Management Company
Massachusetts
$50K -$24.3K -150 -30%
TFIPS
2123
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.1K – – –
BMD
2124
Better Money Decisions
New Mexico
$49K +$162 +1 +0.3%
HF
2125
Halpern Financial
Virginia
$48.2K +$31.8K +196 +147%
83 84
85
86 87