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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
801
Saybrook Capital
North Carolina
$1.11M – – –
LNWWM
802
Laird Norton Wetherby Wealth Management
California
$1.11M -$79.3K -956 -7%
MFG
803
Merit Financial Group
Georgia
$1.1M +$310K +3,742 +38%
FMWA
804
Forvis Mazars Wealth Advisors
Missouri
$1.1M -$97.6K -1,177 -9%
CTC
805
Cetera Trust Company
Minnesota
$1.1M – – –
CT
806
Chicago Trust
Illinois
$1.1M -$118K -1,423 -10%
CAM
807
Carret Asset Management
New York
$1.1M -$231K -2,792 -18%
IC
808
IEQ Capital
California
$1.1M +$620K +7,481 +152%
VDI
809
Vaughan David Investments
Illinois
$1.1M -$8.87K -107 -0.9%
ASN
810
Advisory Services Network
Georgia
$1.1M -$938K -11,310 -48%
SL
811
Sentry LLC
Tennessee
$1.1M +$249 +3 +0%
IF
812
Intrua Financial
Texas
$1.09M +$186K +2,246 +22%
BSB
813
Bangor Savings Bank
Maine
$1.09M -$21.6K -261 -2%
WWM
814
Western Wealth Management
Colorado
$1.08M -$254K -3,062 -20%
NL
815
NWAM LLC
Washington
$1.07M -$64.8K -781 -6%
DFG
816
Delta Financial Group
New Jersey
$1.06M +$5.31K +64 +0.5%
RCG
817
Regatta Capital Group
California
$1.06M +$44.2K +533 +5%
BCM
818
Beddow Capital Management
Wyoming
$1.06M +$11.9K +144 +1%
SPWM
819
Straight Path Wealth Management
Michigan
$1.06M +$248K +2,990 +33%
CI
820
Ceera Investments
Texas
$1.06M +$205K +2,475 +26%
CWP
821
Cyndeo Wealth Partners
Florida
$1.06M +$222K +2,682 +29%
IAIM
822
International Assets Investment Management
Florida
$1.06M +$134K +1,622 +14%
CP
823
Camelot Portfolios
Ohio
$1.05M -$218K -2,624 -18%
AM
824
AGF Management
Ontario, Canada
$1.05M +$243K +2,934 +37%
AL
825
Aspiriant LLC
California
$1.05M -$17.8K -215 -2%
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