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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NICM
1101
Neo Ivy Capital Management
New York
$680K -$178K -1,245 -22%
OA
1102
Operose Advisors
Wisconsin
$679K – – –
GIM
1103
Goelzer Investment Management
Indiana
$678K +$11.4K +80 +2%
SCA
1104
Snowden Capital Advisors
New York
$678K -$784K -5,486 -55%
TSWM
1105
Triangle Securities Wealth Management
North Carolina
$678K – – –
MS
1106
Maven Securities
Jersey
$678K -$2.65M -18,559 -81%
SAM
1107
Synergy Asset Management
Washington
$678K -$8.72K -61 -1%
GIP
1108
Granite Investment Partners
California
$676K – – –
WT
1109
Washington Trust
Rhode Island
$674K +$7.43K +52 +1%
EWA
1110
Exencial Wealth Advisors
Oklahoma
$672K -$380K -2,659 -38%
PWA
1111
Prairie Wealth Advisors
Nebraska
$672K -$7K -49 -1%
BRM
1112
Boston Research & Management
Massachusetts
$668K – – –
P
1113
Pitcairn
Pennsylvania
$666K -$68.9K -482 -10%
SFP
1114
Sterling Financial Planning
New Jersey
$665K +$143 +1 +0%
BCM
1115
BluePath Capital Management
Georgia
$664K +$86.9K +608 +16%
MWM
1116
Mission Wealth Management
California
$664K +$191K +1,338 +44%
GC
1117
Gilbert & Cook
Iowa
$663K +$24.3K +170 +4%
MGIA
1118
Moneta Group Investment Advisors
Missouri
$661K -$14.6K -102 -2%
UBV
1119
United Bank (Virginia)
Virginia
$657K – – –
PAM
1120
Parvin Asset Management
South Dakota
$656K -$15.7K -110 -2%
JSW
1121
Journey Strategic Wealth
New Jersey
$656K +$100K +702 +19%
CIA
1122
Cladis Investment Advisory
Montana
$655K +$286K +2,000 +87%
QWP
1123
Quotient Wealth Partners
Texas
$652K +$58.7K +411 +11%
BFIM
1124
Beese Fulmer Investment Management
Ohio
$652K +$134K +935 +28%
NPFS
1125
Novak & Powell Financial Services
Florida
$652K -$21.4K -150 -3%
43 44
45
46 47