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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
1226
Cross Staff Investments
New York
$526K – – –
CSC
1227
Caldwell Sutter Capital
California
$526K -$20.5K -156 -4%
AWE
1228
Avidian Wealth Enterprises
Texas
$525K +$3.94K +30 +0.7%
BFC
1229
Bedel Financial Consulting
Indiana
$523K -$9.84K -75 -2%
ECM
1230
Exchange Capital Management
Michigan
$519K +$4.72K +36 +0.9%
IF
1231
Intrua Financial
Texas
$519K -$212K -1,619 -29%
GWCM
1232
Godshalk Welsh Capital Management
Pennsylvania
$518K -$6.56K -50 -1%
EWA
1233
EverSource Wealth Advisors
Alabama
$518K +$64.7K +493 +14%
WCM
1234
Winebrenner Capital Management
Kentucky
$516K +$525K +4,000 New
SFFS
1235
Stonehage Fleming Financial Services
Jersey
$512K +$505K +3,850 +3,348%
CST
1236
Charles Schwab Trust
Nevada
$509K +$63K +480 +14%
PCG
1237
Prosperity Consulting Group
Maryland
$506K -$29.5K -225 -5%
SFG
1238
Snider Financial Group
Washington
$506K +$514K +3,918 New
AFA
1239
AA Financial Advisors
Ohio
$506K -$42.9K -327 -8%
WB
1240
Webster Bank
Connecticut
$505K – – –
SWP
1241
Sagespring Wealth Partners
Tennessee
$503K +$511K +3,896 New
KCPG
1242
Kavar Capital Partners Group
Kansas
$502K – – –
CP
1243
Cornerstone Planning
North Carolina
$498K +$506K +3,859 New
AC
1244
AlphaCore Capital
California
$498K +$506K +3,856 New
BFM
1245
Boston Financial Management
Massachusetts
$496K +$52.5K +400 +12%
SWA
1246
Stratos Wealth Advisors
Ohio
$496K -$42K -320 -8%
FG
1247
Fiduciary Group
Georgia
$496K -$18.9K -144 -4%
MIM
1248
MTM Investment Management
South Carolina
$495K +$131 +1 +0%
AG
1249
Ascent Group
Virginia
$494K +$85.4K +651 +20%
TBNY
1250
Trustco Bank (New York)
New York
$494K – – –
48 49
50
51 52