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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1101
BridgePort Financial Solutions
Iowa
$686K +$87.7K +569 +15%
JFA
1102
JNBA Financial Advisors
Minnesota
$684K -$22.8K -148 -3%
I
1103
InceptionR
California
$684K -$585K -3,797 -46%
VCP
1104
Verus Capital Partners
Arizona
$683K -$22.5K -146 -3%
EFG
1105
Everhart Financial Group
Ohio
$682K +$129K +835 +23%
BRM
1106
Boston Research & Management
Massachusetts
$681K – – –
GIM
1107
Goelzer Investment Management
Indiana
$679K -$12.3K -80 -2%
SFP
1108
Sterling Financial Planning
New Jersey
$678K – – –
VCA
1109
Verdence Capital Advisors
Maryland
$677K -$2.62K -17 -0.4%
SAM
1110
Sompo Asset Management
Japan
$677K -$856K -5,553 -56%
SOS
1111
Silver Oak Securities
Tennessee
$675K +$170K +1,102 +34%
VA
1112
VestGen Advisors
Illinois
$674K +$144K +937 +28%
PWA
1113
Prairie Wealth Advisors
Nebraska
$668K -$17K -110 -2%
CFO
1114
CVA Family Office
Colorado
$667K +$2.62K +17 +0.4%
BFIM
1115
Beese Fulmer Investment Management
Ohio
$665K +$154 +1 +0%
CCM
1116
Chilton Capital Management
Texas
$665K +$367K +2,383 +125%
FFP
1117
Freedom Financial Partners
Minnesota
$663K +$658K +4,270 New
WPC
1118
Wedmont Private Capital
Pennsylvania
$662K +$83.3K +540 +15%
BWP
1119
BlueStem Wealth Partners
Minnesota
$662K +$11.9K +77 +2%
TAM
1120
Trillium Asset Management
Massachusetts
$661K – – –
FM
1121
Foster & Motley
Ohio
$660K -$34.7K -225 -5%
CAM
1122
Cidel Asset Management
Ontario, Canada
$660K -$49.5K -321 -7%
ACP
1123
Aviance Capital Partners
Florida
$658K – – –
GAM
1124
Groupama Asset Management
France
$657K -$1.08M -7,025 -62%
RMDI
1125
R.M. Davis Inc
Maine
$656K +$15.4K +100 +2%
43 44
45
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