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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
1151
Kavar Capital Partners Group
Kansas
$623K +$19.7K +128 +3%
EWA
1152
Exencial Wealth Advisors
Oklahoma
$622K -$62.3K -404 -9%
RDWM
1153
Red Door Wealth Management
Tennessee
$620K +$308 +2 +0.1%
EWA
1154
EverSource Wealth Advisors
Alabama
$616K +$15.3K +99 +3%
WFS
1155
Widmann Financial Services
Maryland
$615K +$17K +110 +3%
MBT
1156
Montecito Bank & Trust
California
$609K +$605K +3,926 New
LFAS
1157
Level Four Advisory Services
Texas
$608K -$19.3K -125 -3%
SWM
1158
Sendero Wealth Management
Texas
$608K -$128K -833 -18%
SFG
1159
Snider Financial Group
Washington
$607K +$46.4K +301 +8%
SAM
1160
Synergy Asset Management
Washington
$607K -$83.6K -542 -12%
OHWA
1161
Oak Hill Wealth Advisors
Virginia
$606K – – –
PSCM
1162
Per Stirling Capital Management
Texas
$606K -$8.94K -58 -1%
JGUA
1163
John G. Ullman & Associates
New York
$605K +$30.8K +200 +5%
AHB
1164
Abner Herrman & Brock
New Jersey
$605K +$601K +3,900 New
WCM
1165
Windsor Capital Management
Arizona
$605K +$154 +1 +0%
WB
1166
Webster Bank
Connecticut
$603K -$4.93K -32 -0.8%
HCMT
1167
Highland Capital Management (Tennessee)
Tennessee
$601K – – –
OC
1168
Opinicus Capital
Florida
$599K -$1.23K -8 -0.2%
CHJWM
1169
Carlton Hofferkamp & Jenks Wealth Management
Texas
$599K -$1.08K -7 -0.2%
PI
1170
Pettee Investors
Connecticut
$597K – – –
CST
1171
Charles Schwab Trust
Nevada
$597K – – –
MIM
1172
MTM Investment Management
South Carolina
$594K +$308 +2 +0.1%
ACG
1173
Allen Capital Group
Nebraska
$593K +$26.1K +169 +5%
TWG
1174
The Wealth Group
Minnesota
$592K +$257K +1,664 +77%
HAIM
1175
Hunter Associates Investment Management
Pennsylvania
$590K – – –
45 46
47
48 49