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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1076
Capstone Capital Management
$794K +$811K +4,961 New
DSC
1077
Duncker Streett & Co
Missouri
$794K -$26K -159 -3%
TCRG
1078
Twin Cities Retirement Group
Minnesota
$782K +$798K +4,882 New
IWA
1079
IVC Wealth Advisors
Pennsylvania
$781K -$10.6K -65 -1%
EFG
1080
Everhart Financial Group
Ohio
$780K +$78K +477 +11%
KCFA
1081
Key Client Fiduciary Advisors
New Jersey
$777K -$103K -632 -12%
CCWM
1082
Cassaday & Co Wealth Management
Virginia
$776K +$4.91K +30 +0.6%
MSFS
1083
Main Street Financial Solutions
Pennsylvania
$776K -$46.4K -284 -6%
MGIA
1084
Moneta Group Investment Advisors
Missouri
$775K +$66.2K +405 +9%
MFPI
1085
Midwest Financial Partners Investments
Minnesota
$772K +$788K +4,819 New
BFIM
1086
Beese Fulmer Investment Management
Ohio
$770K +$85.2K +521 +12%
KB
1087
Kimelman & Baird
New York
$768K -$98.1K -600 -11%
WPC
1088
Wedmont Private Capital
Pennsylvania
$766K +$71.5K +437 +10%
TSS
1089
Two Sigma Securities
New York
$765K +$781K +4,776 New
SW
1090
SVB Wealth
Massachusetts
$762K -$17K -104 -2%
CNBTD
1091
Citizens National Bank Trust Department
Mississippi
$761K +$37.4K +229 +5%
RZH
1092
Relyea Zuckerberg Hanson
Connecticut
$760K – – –
TW
1093
ticino wealth
California
$758K +$774K +4,733 New
FBT
1094
First Bankers Trust
Kentucky
$757K – – –
SA
1095
Strategic Advisors
New York
$755K – – –
AFP
1096
Ausdal Financial Partners
Iowa
$755K -$883K -5,398 -53%
LCM
1097
Legato Capital Management
California
$753K +$769K +4,704 New
VDI
1098
Vaughan David Investments
Illinois
$751K -$89.9K -550 -10%
1IA
1099
1834 Investment Advisors
Wisconsin
$751K -$131K -800 -15%
AFM
1100
Abbot Financial Management
Massachusetts
$748K – – –
42 43
44
45 46