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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
901
Exencial Wealth Advisors
Oklahoma
$757K -$159K -1,854 -16%
TAM
902
Todd Asset Management
Kentucky
$757K – – –
OFG
903
OmniStar Financial Group
North Carolina
$755K +$42.8K +499 +5%
VFG
904
V2 Financial group
Illinois
$755K -$23.2K -270 -3%
MA
905
Montag & Associates
Georgia
$754K – – –
CAI
906
Capital Advisors Inc
Oklahoma
$750K +$23.5K +274 +3%
CCM
907
Cullen Capital Management
New York
$750K – – –
BEC
908
Blue Edge Capital
Virginia
$749K – – –
CT
909
Chicago Trust
Illinois
$749K -$20.6K -240 -2%
BFA
910
Bragg Financial Advisors
North Carolina
$746K -$142K -1,656 -15%
HL
911
HeadInvest LLC
Maine
$744K -$37.4K -436 -4%
IWM
912
IHT Wealth Management
Illinois
$744K +$69.6K +811 +9%
LS
913
Livforsakringsbolaget Skandia
Sweden
$743K – – –
EFMC
914
Empire Financial Management Company
New York
$741K +$859 +10 +0.1%
IC
915
IEQ Capital
California
$740K -$74.2K -864 -8%
XF
916
XML Financial
Maryland
$740K -$3.18K -37 -0.4%
FMAEN1
917
Fund Management at Engine No 1
California
$739K +$73.2K +853 +10%
NHT
918
New Hampshire Trust
New Hampshire
$739K +$8.76K +102 +1%
EWA
919
Etesian Wealth Advisors
Oregon
$738K +$43.4K +506 +6%
FPAS
920
Focus Partners Advisor Solutions
Missouri
$734K +$291K +3,390 +57%
PWG
921
Portside Wealth Group
Utah
$731K +$325K +3,789 +68%
FB
922
Fulton Bank
Pennsylvania
$729K +$232K +2,699 +41%
HCM
923
Howland Capital Management
Massachusetts
$727K -$43.3K -504 -5%
CAG
924
Crestwood Advisors Group
Massachusetts
$726K +$477K +5,555 +149%
KCM
925
Kathmere Capital Management
Pennsylvania
$724K +$184K +2,147 +30%
35 36
37
38 39