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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1176
Verus Capital Partners
Arizona
$616K -$30.8K -203 -5%
WJWM
1177
Williams Jones Wealth Management
New York
$616K +$95.2K +628 +20%
WWP
1178
Wise Wealth Partners
Arizona
$616K – – –
ZIG
1179
Zuckerman Investment Group
Illinois
$615K – – –
DO
1180
denkapparat Operations
Germany
$614K +$574K +3,790 New
CVM
1181
Cheviot Value Management
California
$613K -$110K -725 -16%
MIM
1182
MTM Investment Management
South Carolina
$612K +$152 +1 +0%
PI
1183
Pettee Investors
Connecticut
$612K -$10K -66 -2%
ACG
1184
Allen Capital Group
Nebraska
$612K +$14.1K +93 +3%
JSC
1185
Jackson Square Capital
California
$610K -$502K -3,312 -47%
UBV
1186
United Bank (Virginia)
Virginia
$610K +$60.6K +400 +12%
KJWM
1187
Kiley Juergens Wealth Management
Washington
$609K -$4.24K -28 -0.7%
FCCM
1188
First City Capital Management
Georgia
$609K – – –
GWCM
1189
Godshalk Welsh Capital Management
Pennsylvania
$609K – – –
HCMT
1190
Highland Capital Management (Tennessee)
Tennessee
$608K – – –
SWA
1191
Stratos Wealth Advisors
Ohio
$606K +$1.82K +12 +0.3%
PIM
1192
Progressive Investment Management
Oregon
$604K -$194K -1,277 -25%
BWM
1193
Bosman Wealth Management
California
$600K – – –
TPWM
1194
Twelve Points Wealth Management
Massachusetts
$600K +$18.5K +122 +3%
AHB
1195
Abner Herrman & Brock
New Jersey
$599K – – –
W
1196
Wealthquest
Ohio
$598K +$560K +3,696 New
PJWM
1197
Philip James Wealth Mangement
Georgia
$596K -$241K -1,590 -30%
SRC
1198
Shufro Rose & Co
New York
$596K – – –
CIA
1199
Compass Ion Advisors
Pennsylvania
$595K -$909 -6 -0.2%
EWA
1200
EverSource Wealth Advisors
Alabama
$595K -$117K -771 -17%
46 47
48
49 50