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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1026
Impact Partnership Wealth
Georgia
$815K +$730K +5,965 New
PPW
1027
Parcion Private Wealth
Washington
$815K +$60.4K +493 +9%
LJAC
1028
L.J. Altfest & Co
New York
$814K +$5.75K +47 +0.8%
HR
1029
Howe & Rusling
New York
$810K -$11.5K -94 -2%
BHIA
1030
Birch Hill Investment Advisors
Massachusetts
$810K -$17.1K -140 -2%
CCA
1031
Checchi Capital Advisers
California
$810K +$4.16K +34 +0.6%
SWK
1032
Stephen W. Kidder
$807K -$36.7K -300 -5%
PI
1033
Pettee Investors
Connecticut
$806K – – –
D
1034
Diversified
Delaware
$804K -$35.7K -292 -5%
DE
1035
Diversified Enterprises
Delaware
$804K +$720K +5,878 New
WAC
1036
William Allan Corp
Colorado
$803K -$7.34K -60 -1%
RPCONE
1037
Retirement Planning Company of New England
Rhode Island
$802K +$9.79K +80 +1%
ACA
1038
Aptus Capital Advisors
Alabama
$802K +$86.4K +706 +14%
AWM
1039
Aries Wealth Management
Maine
$799K – – –
LFAS
1040
Level Four Advisory Services
Texas
$799K -$157K -1,285 -17%
WWP
1041
WR Wealth Planners
Missouri
$798K +$18.4K +150 +3%
RA
1042
Ransom Advisory
Rhode Island
$797K -$48.7K -398 -6%
SCTC
1043
Sanibel Captiva Trust Company
Florida
$796K – – –
PIM
1044
Progressive Investment Management
Oregon
$795K – – –
RI
1045
Ridgewood Investments
New Jersey
$788K -$28.8K -235 -4%
SA
1046
Strategic Advisors
New York
$788K – – –
FCA
1047
FLC Capital Advisors
California
$787K – – –
IIA
1048
IPG Investment Advisors
California
$785K +$703K +5,742 New
HFAS
1049
Hummer Financial Advisory Services
Illinois
$784K – – –
MWM
1050
Meridian Wealth Management
Kentucky
$784K +$857 +7 +0.1%
40 41
42
43 44