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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
NS
1251
NBC Securities
Alabama
$428K -$6.74K -84 -2%
CA
1252
CapWealth Advisors
Tennessee
$427K -$8.51K -106 -2%
PCS
1253
Personal CFO Solutions
New Jersey
$427K -$80.2K -999 -18%
JPWM
1254
Jamison Private Wealth Management
Georgia
$427K -$30.6K -381 -8%
ZIG
1255
Zuckerman Investment Group
Illinois
$426K – – –
DA
1256
Duality Advisers
Florida
$423K -$3.93M -48,978 -91%
BFC
1257
Bedel Financial Consulting
Indiana
$422K -$28.2K -351 -7%
CAM
1258
Claret Asset Management
Quebec, Canada
$421K -$22.5K -281 -6%
SP
1259
Symmetry Partners
Connecticut
$421K +$369K +4,593 New
ASFA
1260
All Season Financial Advisors
Colorado
$420K +$369K +4,595 New
BFA
1261
Beacon Financial Advisory
Ohio
$419K -$66.4K -827 -15%
SN
1262
Sittner & Nelson
Oregon
$419K -$117K -1,455 -24%
MIM
1263
MTM Investment Management
South Carolina
$418K -$22.4K -279 -6%
SCM
1264
Shelton Capital Management
Colorado
$417K -$20.8K -259 -5%
NWA
1265
New World Advisors
Massachusetts
$417K – – –
CFO
1266
CVA Family Office
Colorado
$416K +$5.86K +73 +2%
OC
1267
Oakworth Capital
Alabama
$416K -$42.9K -534 -11%
AF
1268
Arrow Financial
New York
$415K – – –
HPIA
1269
Hamilton Point Investment Advisors
North Carolina
$414K – – –
KCPG
1270
Kavar Capital Partners Group
Kansas
$413K +$362K +4,516 New
PTC
1271
Petrus Trust Company
Texas
$410K -$535K -6,672 -60%
GWSG
1272
GPS Wealth Strategies Group
Colorado
$408K -$112K -1,395 -24%
GXJ
1273
Global X Japan
Japan
$407K +$357K +4,450 New
RDWM
1274
Red Door Wealth Management
Tennessee
$406K -$23.2K -289 -6%
FL
1275
FreeGulliver LLC
Louisiana
$405K +$355K +4,428 New
49 50
51
52 53