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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
1101
Passumpsic Savings Bank
Vermont
$678K -$8.79K -67 -1%
DSC
1102
Duncker Streett & Co
Missouri
$673K -$34.2K -261 -5%
FWTB
1103
First Western Trust Bank
Colorado
$672K -$12.3K -94 -2%
FP
1104
Fiduciary Planning
Florida
$671K -$393 -3 -0.1%
MGWM
1105
Marks Group Wealth Management
Minnesota
$671K -$225K -1,714 -25%
MEG
1106
Millstone Evans Group
Colorado
$670K +$681K +5,191 New
VA
1107
Valmark Advisers
Ohio
$669K -$10.4K -79 -2%
VIP
1108
Vista Investment Partners
Oklahoma
$669K +$3.15K +24 +0.5%
WT
1109
Washington Trust
Rhode Island
$669K +$32.8K +250 +5%
PMSA
1110
Patrick M. Sweeney & Associates
Illinois
$666K +$5.25K +40 +0.8%
PFBT
1111
Parkside Financial Bank & Trust
Missouri
$665K +$9.18K +70 +1%
HL
1112
HeadInvest LLC
Maine
$662K -$21K -160 -3%
SIA
1113
Soltis Investment Advisors
Utah
$661K +$18.1K +138 +3%
FRA
1114
Frank Rimerman Advisors
California
$660K -$9.05K -69 -1%
GC
1115
Gilbert & Cook
Iowa
$659K +$9.57K +73 +1%
AGP
1116
Autumn Glory Partners
Texas
$659K – – –
DWM
1117
Diversify Wealth Management
Utah
$659K +$162K +1,232 +33%
CC
1118
Chicago Capital
Illinois
$657K +$26.2K +200 +4%
SCA
1119
St. Clair Advisors
Ohio
$655K – – –
WG
1120
Wealth Group
North Carolina
$655K -$48.5K -370 -7%
RC
1121
Roundview Capital
New Jersey
$655K -$19.4K -148 -3%
OIS
1122
Okabena Investment Services
Minnesota
$655K +$665K +5,071 New
WPW
1123
Waldron Private Wealth
Pennsylvania
$654K +$2.1K +16 +0.3%
NHT
1124
New Hampshire Trust
New Hampshire
$652K +$787 +6 +0.1%
TT
1125
TI-Trust
Illinois
$651K – – –
43 44
45
46 47