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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
976
Core Alternative Capital
Georgia
$816K – – –
CFMC
977
Curbstone Financial Management Corp
New Hampshire
$816K – – –
MIM
978
Miller Investment Management
Pennsylvania
$815K – – –
VDI
979
Vaughan David Investments
Illinois
$812K +$143K +898 +19%
AWM
980
Aries Wealth Management
Maine
$808K -$22.3K -140 -2%
SWK
981
Stephen W. Kidder
$808K -$47.8K -300 -5%
ACA
982
Aptus Capital Advisors
Alabama
$807K -$216K -1,355 -20%
NG
983
Norden Group
Utah
$807K -$256K -1,610 -22%
RSWM
984
Robertson Stephens Wealth Management
California
$806K -$77.7K -488 -8%
TCA
985
Transcend Capital Advisors
New Jersey
$804K -$133K -833 -13%
TW
986
TritonPoint Wealth
Maryland
$803K -$7.48K -47 -0.8%
SCTC
987
Sanibel Captiva Trust Company
Florida
$802K +$49.7K +312 +6%
SWM
988
Shrier Wealth Management
California
$800K -$41.6K -261 -5%
GIM
989
Goelzer Investment Management
Indiana
$793K -$19.1K -120 -2%
MW
990
MBL Wealth
North Carolina
$790K +$14.2K +89 +2%
SWM
991
SeaCrest Wealth Management
New York
$789K -$148K -927 -15%
FP
992
Fiduciary Planning
Florida
$789K – – –
VWM
993
Venturi Wealth Management
Texas
$789K -$11.3K -71 -1%
BW
994
Basepoint Wealth
Iowa
$787K -$264K -1,656 -23%
PF
995
Phoenix Financial
Israel
$787K +$60K +377 +7%
SW
996
SVB Wealth
Massachusetts
$786K +$104K +654 +14%
PMSA
997
Patrick M. Sweeney & Associates
Illinois
$786K – – –
FLPIM
998
F.L. Putnam Investment Management
Massachusetts
$784K -$62.4K -392 -7%
UAS
999
United Asset Strategies
New York
$774K +$37.6K +236 +5%
FCA
1000
FLC Capital Advisors
California
$772K -$96.5K -606 -10%
38 39
40
41 42