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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
V
926
VeraBank
Texas
$1.03M -$656 -5 -0.1%
MSFP
927
Mark Sheptoff Financial Planning
Connecticut
$1.03M -$13.1K -100 -1%
CAM
928
Carret Asset Management
New York
$1.02M -$134K -1,025 -11%
BG
929
Bollard Group
Massachusetts
$1.02M +$1.97K +15 +0.2%
VCM
930
Virtue Capital Management
Tennessee
$1.01M -$24.4K -186 -2%
MWM
931
Meridian Wealth Management
Kentucky
$1.01M +$271K +2,067 +36%
RT
932
Rockland Trust
Massachusetts
$1M -$42K -320 -4%
RGI
933
River Global Investors
United Kingdom
$996K -$793K -6,047 -44%
SC
934
Sapient Capital
Indiana
$995K -$14.8K -113 -1%
CTWM
935
Cherry Tree Wealth Management
Minnesota
$994K +$131 +1 +0%
VFG
936
V2 Financial group
Illinois
$987K -$30K -229 -3%
DFG
937
Delta Financial Group
New Jersey
$986K -$24.8K -189 -2%
ANBT
938
American National Bank & Trust
Texas
$981K -$29.1K -222 -3%
GCA
939
Greenwood Capital Associates
South Carolina
$972K -$839K -6,395 -46%
CAI
940
Capital Advisors Inc
Oklahoma
$967K – – –
WSC
941
Wellington Shields & Co
New York
$967K -$42.6K -325 -4%
CFFP
942
Center for Financial Planning
Michigan
$963K – – –
TFM
943
TFC Financial Management
Massachusetts
$957K +$10.8K +82 +1%
IP
944
Ignite Planners
California
$952K +$1.31K +10 +0.1%
IHL
945
Investment House LLC
California
$951K -$39.3K -300 -4%
CCM
946
Cullen Capital Management
New York
$950K -$17.6K -134 -2%
BFA
947
Beacon Financial Advisory
Ohio
$947K -$44.7K -341 -4%
KIM
948
Kestra Investment Management
Texas
$940K -$390K -2,976 -29%
AA
949
Armis Advisers
Georgia
$940K +$955K +7,283 New
AFCM
950
Applied Finance Capital Management
Puerto Rico
$939K -$189K -1,444 -17%
36 37
38
39 40