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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
Aevitas Wealth Management
Massachusetts
$620K +$1.12K +8 +0.2%
LMAM
1302
Legg Mason Asset Management
Japan
$617K +$104K +741 +20%
ISB
1303
Iowa State Bank
Iowa
$617K +$627K +4,487 New
MYLI
1304
Meiji Yasuda Life Insurance
Japan
$615K -$44.2K -316 -7%
BAS
1305
Brown Advisory Securities
Maryland
$615K -$43.5K -311 -6%
RCC
1306
Red Cedar Capital
Nebraska
$615K – – –
WCM
1307
Weld Capital Management
New York
$612K +$623K +4,455 New
NWA
1308
New World Advisors
Massachusetts
$608K – – –
VNA
1309
Valley National Advisers
Pennsylvania
$608K +$18.3K +131 +3%
KWM
1310
Kingsview Wealth Management
Oregon
$607K +$24.2K +173 +4%
SBWM
1311
Sunflower Bank Wealth Management
Arizona
$607K +$81.1K +580 +15%
SP
1312
Successful Portfolios
Florida
$606K +$35.6K +255 +6%
RWM
1313
RBA Wealth Management
California
$605K – – –
EGA
1314
Eagle Global Advisors
Texas
$603K – – –
WWM
1315
Windsor Wealth Management
Indiana
$600K +$23.6K +169 +4%
FFA
1316
First Foundation Advisors
California
$599K -$28.1K -201 -4%
SC
1317
Searle & Co
Connecticut
$599K – – –
WPA
1318
Winning Points Advisors
Florida
$599K – – –
MRCM
1319
M&R Capital Management
New Jersey
$597K -$87.5K -626 -13%
MKC
1320
M. Kraus & Co
Vermont
$597K – – –
NPF
1321
Norris Perne & French
Michigan
$594K – – –
HIC
1322
Holderness Investments Company
North Carolina
$592K -$12.4K -89 -2%
EA
1323
Elm Advisors
California
$592K – – –
BRWM
1324
B. Riley Wealth Management
Tennessee
$591K +$226K +1,618 +60%
SAM
1325
SignalPoint Asset Management
Missouri
$585K +$33.8K +242 +6%
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