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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1176
MTM Investment Management
South Carolina
$612K +$152 +1 +0%
PI
1177
Pettee Investors
Connecticut
$612K -$10K -66 -2%
ACG
1178
Allen Capital Group
Nebraska
$612K +$14.1K +93 +3%
JSC
1179
Jackson Square Capital
California
$610K -$502K -3,312 -47%
UBV
1180
United Bank (Virginia)
Virginia
$610K +$60.6K +400 +12%
KJWM
1181
Kiley Juergens Wealth Management
Washington
$609K -$4.24K -28 -0.7%
FCCM
1182
First City Capital Management
Georgia
$609K – – –
GWCM
1183
Godshalk Welsh Capital Management
Pennsylvania
$609K – – –
HCMT
1184
Highland Capital Management (Tennessee)
Tennessee
$608K – – –
SWA
1185
Stratos Wealth Advisors
Ohio
$606K +$1.82K +12 +0.3%
PIM
1186
Progressive Investment Management
Oregon
$604K -$194K -1,277 -25%
BWM
1187
Bosman Wealth Management
California
$600K – – –
TPWM
1188
Twelve Points Wealth Management
Massachusetts
$600K +$18.5K +122 +3%
AHB
1189
Abner Herrman & Brock
New Jersey
$599K – – –
W
1190
Wealthquest
Ohio
$598K +$560K +3,696 New
PJWM
1191
Philip James Wealth Mangement
Georgia
$596K -$241K -1,590 -30%
SRC
1192
Shufro Rose & Co
New York
$596K – – –
CIA
1193
Compass Ion Advisors
Pennsylvania
$595K -$909 -6 -0.2%
EWA
1194
EverSource Wealth Advisors
Alabama
$595K -$117K -771 -17%
FWA
1195
FSM Wealth Advisors
Ohio
$594K -$12.7K -84 -2%
BMCM
1196
Burns Matteson Capital Management
New York
$592K – – –
FG
1197
Fiduciary Group
Georgia
$592K – – –
SN
1198
Sittner & Nelson
Oregon
$589K – – –
DCM
1199
Donaldson Capital Management
Indiana
$588K +$550K +3,631 New
HTIM
1200
Harbour Trust & Investment Management
Indiana
$588K -$60.6K -400 -10%
46 47
48
49 50