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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1126
Rowlandmiller & Partners
Georgia
$565K +$849 +9 +0.1%
MP
1127
McDonald Partners
Ohio
$563K -$687K -7,289 -53%
CWM
1128
Cornerstone Wealth Management
Missouri
$562K +$603K +6,395 New
WAC
1129
William Allan Corp
Colorado
$560K -$18.8K -199 -3%
VCM
1130
Viewpoint Capital Management
Washington
$559K +$113K +1,196 +23%
SCM
1131
Schnieders Capital Management
California
$556K -$441K -4,674 -42%
TCBWMS
1132
Texas Capital Bank Wealth Management Services
Texas
$554K +$594K +6,299 New
RMCM
1133
Reynders McVeigh Capital Management
Massachusetts
$552K -$160K -1,695 -21%
PBC
1134
Pavion Blue Capital
California
$552K – – –
GIP
1135
Granite Investment Partners
California
$550K -$904K -9,587 -61%
FP
1136
Fiduciary Planning
Florida
$550K -$2.45K -26 -0.4%
LPT
1137
Legacy Private Trust
Wisconsin
$547K -$11.3K -120 -2%
PGA
1138
Portland Global Advisors
Maine
$546K -$118K -1,248 -17%
TAM
1139
Trillium Asset Management
Massachusetts
$544K +$377 +4 +0.1%
HVM
1140
Harvest Volatility Management
Connecticut
$544K -$25.5K -270 -4%
MSE
1141
MUFG Securities EMEA
United Kingdom
$542K +$241K +2,560 +71%
AWC
1142
Adamsbrown Wealth Consultants
Kansas
$542K -$149K -1,585 -20%
FBT
1143
First Bankers Trust
Kentucky
$542K – – –
EF
1144
Empowered Funds
Pennsylvania
$541K +$581K +6,157 New
AWC
1145
Abundance Wealth Counselors
Pennsylvania
$541K +$581K +6,157 New
OC
1146
Oakworth Capital
Alabama
$541K -$39.1K -415 -6%
JWM
1147
Jeppson Wealth Management
California
$541K +$43.1K +457 +8%
MLA
1148
MB, Levis & Associates
Pennsylvania
$540K +$11.3K +120 +2%
CCWM
1149
Cassaday & Co Wealth Management
Virginia
$539K -$2.83K -30 -0.5%
EWM
1150
Endurance Wealth Management
Rhode Island
$539K +$115K +1,220 +25%
44 45
46
47 48