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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
2151
Highline Wealth Partners
California
$15.7K +$909 +6 +7%
LWM
2152
Lodestone Wealth Management
Washington
$15.2K – – –
WWM
2153
Wolff Wiese Magana
California
$15.2K – – –
MAM
2154
Morse Asset Management
Connecticut
$14.6K -$152 -1 -1%
BFS
2155
Bare Financial Services
Pennsylvania
$14.2K +$5.76K +38 +76%
HC
2156
Hurley Capital
New York
$14.1K +$152 +1 +1%
CIAS
2157
CBIZ Investment Advisory Services
Ohio
$14K – – –
MPW
2158
MASECO Private Wealth
$13.6K – – –
YP
2159
YANKCOM Partnership
South Dakota
$13.1K – – –
CFM
2160
Cornerstone Financial Management
Massachusetts
$13.1K +$3.79K +25 +45%
OAG
2161
Oakmont Advisory Group
New Mexico
$13K +$12.1K +80 New
ECA
2162
Elevated Capital Advisors
Utah
$13K – – –
BHWM
2163
Bay Harbor Wealth Management
Maryland
$13K +$3.64K +24 +43%
MSWM
2164
Mowery & Schoenfeld Wealth Management
Illinois
$12.7K – – –
PFG
2165
Premier Financial Group
California
$12.4K +$13.3K +88 New
SIC
2166
SJS Investment Consulting
Ohio
$12K +$5.91K +39 +111%
FFC
2167
First Financial Corp
Indiana
$11.7K – – –
HIW
2168
Holos Integrated Wealth
Pennsylvania
$11.4K – – –
WBWA
2169
William B. Walkup & Associates
South Carolina
$11K -$1.52K -10 -13%
AF
2170
Abound Financial
California
$11K – – –
RWM
2171
Rialto Wealth Management
New York
$10.8K +$3.64K +24 +56%
VERPA
2172
Virginia Estate & Retirement Planning Advisors
Virginia
$10.7K – – –
HAP
2173
Harbor Asset Planning
Massachusetts
$10.5K – – –
BCM
2174
Boreal Capital Management
Florida
$10.5K – – –
IWM
2175
IMG Wealth Management
Florida
$10.5K +$8.03K +53 +442%
85 86
87
88 89