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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1026
TFC Financial Management
Massachusetts
$828K – – –
BFM
1027
Boothbay Fund Management
New York
$828K +$649K +5,915 +194%
YIA
1028
YHB Investment Advisors
Connecticut
$827K -$5.7K -52 -0.6%
AB
1029
Atlas Brown
Kentucky
$827K +$27.6K +252 +3%
AWM
1030
Aberdeen Wealth Management
Illinois
$822K +$439 +4 +0%
FWM
1031
Foresight Wealth Management
Utah
$822K +$136K +1,242 +16%
MGWM
1032
Marks Group Wealth Management
Minnesota
$816K +$6.25K +57 +0.7%
WB
1033
Webster Bank
Connecticut
$815K -$29.7K -271 -3%
BIAS
1034
Beacon Investment Advisory Services
New Jersey
$812K -$1.18M -10,753 -55%
ABLA
1035
Alan B. Lancz & Associates
Ohio
$812K – – –
BCM
1036
Beddow Capital Management
Wyoming
$810K -$59K -538 -6%
B
1037
Bailard
California
$810K -$1.54K -14 -0.2%
FCT
1038
First Community Trust
Iowa
$809K -$13.1K -119 -1%
PK
1039
Pflug Koory
Nebraska
$807K -$1.32K -12 -0.1%
GIA
1040
GHP Investment Advisors
Colorado
$807K +$13.9K +127 +1%
CHAM
1041
Clear Harbor Asset Management
Connecticut
$806K -$16.5K -150 -2%
BWP
1042
Baldwin Wealth Partners
Massachusetts
$805K – – –
WA
1043
Waverly Advisors
Alabama
$804K +$728K +6,638 +322%
IWA
1044
Inspirion Wealth Advisors
Illinois
$802K +$251K +2,288 +36%
CC
1045
Chicago Capital
Illinois
$797K -$75.1K -685 -7%
AG
1046
Ascent Group
Virginia
$795K +$308K +2,804 +59%
WA
1047
WBH Advisory
Maryland
$792K -$97.2K -886 -9%
GIA
1048
Guyasuta Investment Advisors
Pennsylvania
$791K – – –
JFGIW
1049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$789K -$73.1K -666 -8%
AWM
1050
Avior Wealth Management
Nebraska
$787K +$168K +1,533 +22%
40 41
42
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