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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1026
Birch Hill Investment Advisors
Massachusetts
$815K – – –
PWAM
1027
Pinnacle West Asset Management
Wyoming
$814K -$9.09K -60 -1%
AIM
1028
Acropolis Investment Management
Missouri
$812K -$23.9K -158 -3%
GWAM
1029
Guardian Wealth Advisors (Minnesota)
Minnesota
$811K +$233K +1,539 +44%
CP
1030
Camelot Portfolios
Ohio
$810K – – –
SIA
1031
Soltis Investment Advisors
Utah
$806K +$6.37K +42 +0.9%
DSC
1032
Duncker Streett & Co
Missouri
$805K +$9.55K +63 +1%
RPCONE
1033
Retirement Planning Company of New England
Rhode Island
$803K -$18.3K -121 -2%
FWTB
1034
First Western Trust Bank
Colorado
$800K -$4.85K -32 -0.6%
XF
1035
XML Financial
Maryland
$798K -$40.9K -270 -5%
CWS
1036
Confluence Wealth Services
Pennsylvania
$797K +$171K +1,127 +30%
CI
1037
Cigna Investments
Connecticut
$796K -$23.5K -155 -3%
AWC
1038
Adamsbrown Wealth Consultants
Kansas
$795K +$303 +2 +0%
KF
1039
Krilogy Financial
Missouri
$795K -$93.5K -617 -11%
IFU
1040
iSAM Funds (UK)
United Kingdom
$793K -$246K -1,626 -25%
RRA
1041
Round Rock Advisors
Connecticut
$787K +$2.58K +17 +0.4%
CCM
1042
Capstone Capital Management
$786K +$736K +4,857 New
BW
1043
Basepoint Wealth
Iowa
$786K -$85.6K -565 -10%
MFS
1044
Miller Financial Services
Michigan
$785K +$227K +1,500 +45%
FISPB
1045
Fideuram - Intesa Sanpaolo Private Banking
$784K -$23K -152 -3%
ET
1046
Equitable Trust
Tennessee
$783K +$20.2K +133 +3%
BMWS
1047
Brady Martz Wealth Solutions
North Dakota
$782K – – –
RC
1048
Roundview Capital
New Jersey
$782K -$10.3K -68 -1%
CCWM
1049
Cassaday & Co Wealth Management
Virginia
$781K +$303 +2 +0%
MFPI
1050
Midwest Financial Partners Investments
Minnesota
$780K – – –
40 41
42
43 44