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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2151
Avion Wealth
Texas
$18K -$852 -6 -5%
ME
2152
McIlrath & Eck
Washington
$18K – – –
WIM
2153
Westside Investment Management
California
$17.5K +$142 +1 +0.3%
AWM
2154
AllSquare Wealth Management
New York
$17K – – –
LB
2155
Legacy Bridge
Iowa
$17K – – –
HCP
2156
Hexagon Capital Partners
Arkansas
$17K +$7.1K +50 +74%
MFM
2157
MD Financial Management
Ontario, Canada
$17K +$16.2K +114 New
RDFA
2158
Ritter Daniher Financial Advisory
Ohio
$17K +$16.8K +118 New
CPWM
2159
Cypress Point Wealth Management
Texas
$17K +$17K +120 New
CPFP
2160
Clear Perspectives Financial Planning
Ohio
$16K +$15.3K +108 New
RWB
2161
RMR Wealth Builders
New Jersey
$15K -$205K -1,442 -93%
EIP
2162
Ellis Investment Partners
Pennsylvania
$14K – – –
KC
2163
Knuff & Co
California
$14K – – –
CDIA
2164
Capital Directions Investment Advisors
Georgia
$14K +$13.6K +96 New
RFWA
2165
RPg Family Wealth Advisory
Massachusetts
$13.1K – – –
IAS
2166
IMA Advisory Services
Colorado
$13K – – –
GFPC
2167
Global Financial Private Client
Florida
$12.2K +$1.42K +10 +14%
IHWM
2168
Iron Horse Wealth Management
Iowa
$12K +$12.1K +85 New
CFN
2169
Cordasco Financial Network
Florida
$11K – – –
MAM
2170
McCarthy Asset Management
California
$10K +$10.1K +71 New
CL
2171
COWA LLC
Oklahoma
$10K +$10.2K +72 New
OCM
2172
Orion Capital Management
California
$10K +$10.2K +72 New
OPW
2173
Oxler Private Wealth
New York
$10K +$10.2K +72 New
TAM
2174
Tucker Asset Management
Colorado
$9.79K +$9.51K +67 New
FPW
2175
Flagship Private Wealth
Massachusetts
$9.27K +$8.52K +60 New
85 86
87
88 89