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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1151
Massachusetts Wealth Management
Massachusetts
$667K +$707K +6,933 New
PFT
1152
Providence First Trust
Arizona
$665K – – –
SCFS
1153
S.C. Financial Services
Arizona
$665K +$25.7K +252 +4%
BPWM
1154
Badgley Phelps Wealth Managers
Washington
$665K +$9.79K +96 +1%
IWA
1155
IVC Wealth Advisors
Pennsylvania
$661K +$44.7K +438 +7%
HVM
1156
Harvest Volatility Management
Connecticut
$661K -$148K -1,456 -18%
HR
1157
Howe & Rusling
New York
$661K -$926K -9,081 -58%
OC
1158
Oakworth Capital
Alabama
$658K -$250K -2,447 -27%
WAC
1159
William Allan Corp
Colorado
$658K -$71.7K -703 -10%
RP
1160
Rowlandmiller & Partners
Georgia
$658K -$126K -1,233 -16%
DWM
1161
Dakota Wealth Management
Florida
$656K -$59.3K -581 -8%
SWM
1162
Scissortail Wealth Management
Oklahoma
$656K +$703K +6,890 New
FAM
1163
Formidable Asset Management
Ohio
$655K – – –
DAS
1164
Dynamic Advisor Solutions
Arizona
$652K -$57.7K -566 -8%
CNBTD
1165
Citizens National Bank Trust Department
Mississippi
$651K – – –
GIM
1166
Greylin Investment Management
Virginia
$650K -$38.1K -374 -5%
BLC
1167
Brown, Lisle/Cummings
Rhode Island
$647K +$30.7K +301 +5%
MWM
1168
Madison Wealth Management
Ohio
$646K -$85.2K -835 -11%
CF
1169
Centaurus Financial
California
$646K +$9.79K +96 +2%
MCM
1170
Manchester Capital Management
Vermont
$645K -$11.8K -116 -2%
WI
1171
Wedgewood Investors
Pennsylvania
$639K -$13.4K -131 -2%
WQ
1172
Wealth Quarterback
New Jersey
$639K +$20.4K +200 +3%
GL
1173
Graypoint LLC
New York
$638K +$165K +1,619 +34%
TBNY
1174
Trustco Bank (New York)
New York
$637K – – –
LPT
1175
Legacy Private Trust
Wisconsin
$636K -$12.1K -119 -2%
45 46
47
48 49