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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
V
951
VeraBank
Texas
$975K – – –
AFM
952
Abbot Financial Management
Massachusetts
$974K -$218K -1,983 -16%
MMHP
953
Murphy Middleton Hinkle & Parker
Georgia
$972K -$25.7K -234 -2%
PWA
954
Providence Wealth Advisors
Illinois
$972K -$14.6K -133 -1%
LS
955
Livforsakringsbolaget Skandia
Sweden
$966K -$512K -4,665 -31%
BO
956
BRR OpCo
Ohio
$966K +$326K +2,972 +40%
CFFP
957
Center for Financial Planning
Michigan
$964K – – –
AL
958
Aspiriant LLC
California
$960K +$95.3K +869 +9%
PP
959
Pacifica Partners
Canada
$957K – – –
RIA
960
Realta Investment Advisors
Delaware
$956K +$2.85K +26 +0.3%
PL
961
Parthenon LLC
Kentucky
$954K -$39.4K -359 -3%
STC
962
Sarah T. Connolly
$953K – – –
RWM
963
Ritholtz Wealth Management
New York
$950K +$628K +5,721 +126%
VT
964
Vise Technologies
New York
$947K -$552K -5,036 -33%
S
965
Seeyond
France
$945K -$60.9K -555 -5%
SLWA
966
San Luis Wealth Advisors
California
$944K +$1.12M +10,219 New
CWM
967
Circle Wealth Management
New Jersey
$943K -$8.99K -82 -0.8%
TAM
968
Tocqueville Asset Management
New York
$942K -$2.93M -26,726 -72%
AAS
969
Ameritas Advisory Services
Nebraska
$941K -$77K -702 -6%
JFA
970
JNBA Financial Advisors
Minnesota
$941K +$136K +1,244 +14%
CTA
971
Colonial Trust Advisors
South Carolina
$940K +$52.5K +479 +5%
1IA
972
1834 Investment Advisors
Wisconsin
$940K +$171K +1,560 +18%
FFBTD
973
First Financial Bank - Trust Division
Ohio
$939K -$23.7K -216 -2%
MFG
974
Merit Financial Group
Georgia
$938K -$460K -4,192 -29%
FPCM
975
Financial Partners Capital Management
New York
$935K -$1.45M -13,233 -57%
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