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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
1026
NavPoint Financial
Minnesota
$798K -$107K -750 -13%
FLPIM
1027
F.L. Putnam Investment Management
Massachusetts
$797K -$83.3K -583 -10%
PIM
1028
Progressive Investment Management
Oregon
$793K -$35.2K -246 -5%
FP
1029
Fiduciary Planning
Florida
$792K – – –
JF
1030
Jump Financial
Illinois
$792K +$743K +5,200 New
FWTB
1031
First Western Trust Bank
Colorado
$791K -$1.57K -11 -0.2%
MGWM
1032
Marks Group Wealth Management
Minnesota
$789K -$2K -14 -0.3%
MEG
1033
Millstone Evans Group
Colorado
$789K -$1.57K -11 -0.2%
CAM
1034
Cozad Asset Management
Illinois
$788K -$3.57K -25 -0.5%
VWM
1035
Venturi Wealth Management
Texas
$784K -$25.7K -180 -3%
SCTC
1036
Sanibel Captiva Trust Company
Florida
$783K -$29.3K -205 -4%
LWCA
1037
Locust Wood Capital Advisers
New York
$783K +$735K +5,140 New
KIC
1038
Keating Investment Counselors
Florida
$782K -$409K -2,861 -36%
LSPW
1039
Lake Street Private Wealth
Illinois
$782K +$67K +469 +10%
DSC
1040
Duncker Streett & Co
Missouri
$779K -$14.1K -99 -2%
BHIA
1041
Birch Hill Investment Advisors
Massachusetts
$778K -$75.7K -530 -9%
AGP
1042
Autumn Glory Partners
Texas
$777K – – –
PL
1043
Plancorp LLC
Missouri
$776K -$1.29K -9 -0.2%
SCA
1044
St. Clair Advisors
Ohio
$773K – – –
NHT
1045
New Hampshire Trust
New Hampshire
$770K – – –
RC
1046
Roundview Capital
New Jersey
$769K -$2.86K -20 -0.4%
TT
1047
TI-Trust
Illinois
$768K – – –
PP
1048
PDS Planning
Ohio
$766K -$22.7K -159 -3%
AMCA
1049
Arthur M. Cohen & Associates
Illinois
$761K – – –
MPWT
1050
MassMutual Private Wealth & Trust
Connecticut
$756K -$10.9K -76 -2%
40 41
42
43 44