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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1026
Key Client Fiduciary Advisors
New Jersey
$684K -$133K -1,655 -18%
B
1027
Bailard
California
$682K -$27.6K -344 -4%
RIA
1028
Realta Investment Advisors
Delaware
$682K -$58.7K -732 -9%
FAN
1029
Financial Advisors Network
California
$681K +$128K +1,592 +27%
PI
1030
PFG Investments
New York
$680K +$8.67K +108 +1%
WF
1031
Wayfinding Financial
Washington
$677K +$43.1K +537 +8%
WDL
1032
Well Done LLC
Michigan
$677K +$6.42K +80 +1%
GRP
1033
Global Retirement Partners
California
$675K +$34K +424 +6%
WKWM
1034
Walter & Keenan Wealth Management
Indiana
$674K -$2.81K -35 -0.5%
HIC
1035
Holderness Investments Company
North Carolina
$672K +$93.8K +1,169 +19%
CCB
1036
Country Club Bank
Missouri
$669K -$620K -7,727 -51%
SCTC
1037
Sanibel Captiva Trust Company
Florida
$669K +$587K +7,318 New
DPIM
1038
Duff & Phelps Investment Management
Illinois
$669K – – –
HCP
1039
Hexagon Capital Partners
Arkansas
$665K +$4.49K +56 +0.8%
NW
1040
NewEdge Wealth
Pennsylvania
$665K +$193K +2,405 +49%
FAIM
1041
Financial Advocates Investment Management
Washington
$665K -$34.5K -430 -6%
MGIA
1042
Moneta Group Investment Advisors
Missouri
$661K -$153K -1,911 -21%
WT
1043
Washington Trust
Rhode Island
$661K -$31.3K -390 -5%
KWA
1044
Kingswood Wealth Advisors
California
$661K +$580K +7,227 New
AA
1045
Auxano Advisors
Washington
$660K -$14.4K -180 -2%
DI
1046
DFPG Investments
Utah
$659K +$11.9K +148 +2%
FTIS
1047
First Trust Investment Solutions
Florida
$658K +$577K +7,196 New
WOC
1048
West Oak Capital
California
$653K -$46.1K -574 -7%
UAS
1049
United Asset Strategies
New York
$653K +$22.5K +281 +4%
HTIM
1050
Harbour Trust & Investment Management
Indiana
$650K +$571K +7,113 New
40 41
42
43 44