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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1076
Cahaba Wealth Management
Georgia
$749K +$3.43K +28 +0.5%
DSC
1077
Duncker Streett & Co
Missouri
$748K +$8.45K +69 +1%
RSWM
1078
Robertson Stephens Wealth Management
California
$744K -$70.3K -574 -10%
WG
1079
Wealth Group
North Carolina
$744K +$77.4K +632 +13%
MWM
1080
Maltin Wealth Management
New Jersey
$742K +$3.06K +25 +0.5%
BFA
1081
Bragg Financial Advisors
North Carolina
$741K -$61.1K -499 -8%
CAC
1082
Core Alternative Capital
Georgia
$740K – – –
KB
1083
Kimelman & Baird
New York
$738K – – –
BFA
1084
Brendel Financial Advisors
New Hampshire
$738K – – –
PBK
1085
Peoples Bank (Kansas)
Kansas
$731K -$18.4K -150 -3%
PP
1086
Pacifica Partners
Canada
$731K – – –
HA
1087
Herold Advisors
New York
$728K -$7.22K -59 -1%
PSB
1088
Passumpsic Savings Bank
Vermont
$727K +$2.57K +21 +0.4%
CA
1089
Cullinan Associates
Kentucky
$727K -$267K -2,180 -29%
IAMOG
1090
Investors Asset Management of Georgia
Georgia
$726K -$12.2K -100 -2%
FWTB
1091
First Western Trust Bank
Colorado
$725K -$3.67K -30 -0.6%
HL
1092
HeadInvest LLC
Maine
$723K -$122K -1,000 -16%
PGIM
1093
Pacific Global Investment Management
California
$721K +$857 +7 +0.1%
VA
1094
Valmark Advisers
Ohio
$719K +$18K +147 +3%
BCM
1095
BluePath Capital Management
Georgia
$719K -$243K -1,987 -27%
RC
1096
Roundview Capital
New Jersey
$713K -$40.8K -333 -6%
CPIG
1097
Chicago Partners Investment Group
Illinois
$712K +$65K +531 +11%
FP
1098
Fiduciary Planning
Florida
$711K +$367 +3 +0.1%
FRA
1099
Frank Rimerman Advisors
California
$708K +$171K +1,394 +37%
FWM
1100
Forza Wealth Management
Florida
$707K +$82.8K +676 +15%
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