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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1151
PDS Planning
Ohio
$626K +$118K +900 +23%
BOH
1152
Bank of Hawaii
Hawaii
$623K -$131 -1 -0%
HFM
1153
Harvest Fund Management
China
$621K -$719K -5,484 -53%
AB
1154
Atlas Brown
Kentucky
$621K +$131 +1 +0%
PSCM
1155
Per Stirling Capital Management
Texas
$620K -$446K -3,398 -41%
LSPW
1156
Lake Street Private Wealth
Illinois
$620K -$31.1K -237 -5%
AFM
1157
Abbot Financial Management
Massachusetts
$616K -$3.67K -28 -0.6%
FHA
1158
Flagship Harbor Advisors
Massachusetts
$615K -$93.9K -716 -13%
BFS
1159
BridgePort Financial Solutions
Iowa
$613K +$534K +4,073 New
RRA
1160
Round Rock Advisors
Connecticut
$612K -$19.8K -151 -3%
JIP
1161
Jaffetilchin Investment Partners
Florida
$612K +$235K +1,793 +61%
AF
1162
Arrow Financial
New York
$611K -$10.4K -79 -2%
TSMHT
1163
Thurston Springer Miller Herd & Titak
Indiana
$610K +$173K +1,318 +39%
SWM
1164
Sendero Wealth Management
Texas
$609K – – –
NPFS
1165
Novak & Powell Financial Services
Florida
$609K -$109K -830 -15%
CHJWM
1166
Carlton Hofferkamp & Jenks Wealth Management
Texas
$607K -$7.87K -60 -1%
QCG
1167
Quadrant Capital Group
Ohio
$606K +$6.03K +46 +1%
PGA
1168
Portland Global Advisors
Maine
$605K -$31.5K -240 -5%
MA
1169
MCF Advisors
Kentucky
$600K +$4.07K +31 +0.7%
AIA
1170
AIMZ Investment Advisors
California
$600K -$19.7K -150 -3%
PK
1171
Pflug Koory
Nebraska
$599K +$6.56K +50 +1%
ML
1172
McAdam LLC
Pennsylvania
$598K +$72.8K +555 +14%
MBT
1173
Montecito Bank & Trust
California
$598K -$4.59K -35 -0.7%
SFP
1174
Sterling Financial Planning
New Jersey
$595K -$262 -2 -0%
GCM
1175
G2 Capital Management
Ohio
$594K – – –
45 46
47
48 49