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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2101
Strategic Investment Solutions
Illinois
$7.26K – – –
SGFG
2102
Silver Grove Financial Group
New York
$7.26K +$7.96K +50 New
BFS
2103
Bare Financial Services
Pennsylvania
$7.26K -$159 -1 -2%
KA
2104
Kozak & Associates
Colorado
$6.9K – – –
BTD
2105
BankPlus Trust Department
Mississippi
$6.83K – – –
SFS
2106
Sunrise Financial Services
Washington
$6.83K – – –
DCM
2107
Davis Capital Management
Florida
$6.83K +$478 +3 +7%
LWMI
2108
Legacy Wealth Management (Idaho)
Idaho
$6.68K +$6.21K +39 +557%
RWM
2109
Rialto Wealth Management
New York
$6.25K +$1.27K +8 +23%
DPW
2110
DiNuzzo Private Wealth
Pennsylvania
$6.1K +$1.27K +8 +24%
PCM
2111
Penserra Capital Management
California
$6K – – –
RWS
2112
Retirement Wealth Solutions
Wisconsin
$5.81K – – –
CLOS
2113
Compagnie Lombard Odier SCmA
Switzerland
$5.81K – – –
UFPG
2114
United Financial Planning Group
New York
$5.81K +$3.98K +25 +167%
AP
2115
Aspect Partners
Virginia
$5.66K -$3.66K -23 -37%
MNA
2116
Manning & Napier Advisors
New York
$5.42K -$643K -4,035 -99%
LAS
2117
Lloyd Advisory Services
Georgia
$5.37K -$99.5K -625 -94%
EWM
2118
Evolution Wealth Management
Florida
$5.37K – – –
KFG
2119
Kingdom Financial Group
Arizona
$5.37K +$5.89K +37 New
APW
2120
Aventura Private Wealth
Florida
$5.23K – – –
GCM
2121
Gunpowder Capital Management
Maryland
$5.23K – – –
SIC
2122
SJS Investment Consulting
Ohio
$5.08K -$13.1K -82 -70%
SFG
2123
Strive Financial Group
Indiana
$5K -$78.3K -492 -94%
SHIM
2124
Stone House Investment Management
Pennsylvania
$4.79K -$2.71K -17 -34%
NWS
2125
Nvest Wealth Strategies
Ohio
$4.36K – – –
83 84
85
86 87