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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1176
Axiom Financial Strategies
Indiana
$831K -$13.8K -114 -1%
GWMI
1177
Guardian Wealth Management (Illinois)
Illinois
$831K +$69.4K +574 +8%
BJL
1178
Brighton Jones LLC
Washington
$830K +$18K +149 +2%
ISL
1179
Ingalls & Snyder LLC
New York
$828K -$186K -1,536 -17%
HVM
1180
Harvest Volatility Management
Connecticut
$828K +$74.5K +616 +9%
FWM
1181
Foresight Wealth Management
Utah
$828K +$88.5K +732 +11%
SS
1182
Simplicity Solutions
Minnesota
$828K +$141K +1,164 +18%
EW
1183
Evoke Wealth
California
$826K -$99.5K -823 -10%
DWM
1184
Dorchester Wealth Management
Quebec, Canada
$826K +$730K +6,039 +380%
LIM
1185
Longfellow Investment Management
Massachusetts
$825K -$3.99K -33 -0.4%
HHGA
1186
Halbert Hargrove Global Advisors
California
$825K +$378K +3,127 +69%
VCM
1187
Vivaldi Capital Management
Illinois
$824K +$115K +953 +14%
QCG
1188
Quadrant Capital Group
Ohio
$823K +$37.5K +310 +4%
VWMG
1189
Virginia Wealth Management Group
Virginia
$822K +$63.7K +527 +7%
CPA
1190
Cardiff Park Advisors
California
$820K +$9.79K +81 +1%
AWM
1191
Aries Wealth Management
Maine
$820K +$916K +7,579 New
BPWM
1192
Badgley Phelps Wealth Managers
Washington
$819K +$184K +1,524 +25%
AAM
1193
Ascension Asset Management
New York
$818K +$914K +7,564 New
PCM
1194
Perkins Capital Management
Minnesota
$816K -$15.1K -125 -2%
AAM
1195
Autus Asset Management
Arizona
$815K -$83.8K -693 -8%
ESB
1196
Essex Savings Bank
Connecticut
$815K +$132K +1,088 +17%
CB
1197
CNB Bank
Pennsylvania
$814K -$60.8K -503 -6%
CP
1198
Coho Partners
Pennsylvania
$813K – – –
VA
1199
Valmark Advisers
Ohio
$812K +$139K +1,146 +18%
BO
1200
BRR OpCo
Ohio
$810K +$6.65K +55 +0.7%
46 47
48
49 50