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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
1026
United Asset Strategies
New York
$794K -$24.4K -186 -3%
VCS
1027
Vaughan & Co Securities
New Jersey
$788K -$35.4K -270 -4%
PPW
1028
Parcion Private Wealth
Washington
$787K +$17.7K +135 +2%
FIM
1029
Fruth Investment Management
Texas
$786K -$26.2K -200 -3%
CMAI
1030
Capital Management Associates Inc
Minnesota
$781K -$19.4K -148 -2%
BFA
1031
Bragg Financial Advisors
North Carolina
$778K +$79.4K +605 +11%
GWAM
1032
Guardian Wealth Advisors (Minnesota)
Minnesota
$777K -$53.1K -405 -6%
NCM
1033
Neumann Capital Management
California
$776K – – –
LJAC
1034
L.J. Altfest & Co
New York
$770K +$1.44K +11 +0.2%
HR
1035
Howe & Rusling
New York
$770K +$4.72K +36 +0.6%
WAC
1036
William Allan Corp
Colorado
$769K +$10.8K +82 +1%
JSC
1037
Jackson Square Capital
California
$767K -$23.1K -176 -3%
TIM
1038
Tevis Investment Management
Texas
$766K -$84.5K -644 -10%
CCA
1039
Checchi Capital Advisers
California
$766K +$262 +2 +0%
LFAS
1040
Level Four Advisory Services
Texas
$764K -$39.6K -302 -5%
WWP
1041
WR Wealth Planners
Missouri
$763K +$9.44K +72 +1%
SWK
1042
Stephen W. Kidder
$762K – – –
BHIA
1043
Birch Hill Investment Advisors
Massachusetts
$761K -$3.94K -30 -0.5%
DE
1044
Diversified Enterprises
Delaware
$761K +$2.49K +19 +0.3%
PI
1045
Pettee Investors
Connecticut
$761K – – –
SA
1046
Strategic Advisors
New York
$757K +$13.1K +100 +2%
RPCONE
1047
Retirement Planning Company of New England
Rhode Island
$756K -$1.18K -9 -0.2%
HCM
1048
Howland Capital Management
Massachusetts
$756K -$147K -1,118 -16%
CP
1049
Camelot Portfolios
Ohio
$755K -$529K -4,030 -41%
PIM
1050
Progressive Investment Management
Oregon
$751K – – –
40 41
42
43 44