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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1301
Access Financial Services
Minnesota
$691K -$419K -2,994 -39%
RIS
1302
Retirement Income Solutions
Michigan
$691K -$4.76K -34 -0.7%
SAM
1303
Summit Asset Management
Tennessee
$688K +$5.04K +36 +0.8%
ACM
1304
Alethea Capital Management
Washington
$688K +$83.8K +598 +15%
SDWIA
1305
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$684K +$154K +1,103 +31%
CAG
1306
Crestwood Advisors Group
Massachusetts
$683K -$31.8K -227 -5%
WWM
1307
Windsor Wealth Management
Indiana
$683K +$2.24K +16 +0.3%
VCM
1308
Virtue Capital Management
Tennessee
$681K +$356K +2,542 +123%
DHFB
1309
Dixon Hubard Feinour & Brown
Virginia
$679K -$199K -1,420 -24%
BWL
1310
Bogart Wealth LLC
Virginia
$679K +$12.7K +91 +2%
WIA
1311
Wealthstreet Investment Advisors
Texas
$674K -$91.6K -654 -13%
REMPR
1312
Roof Eidam Maycock Peralta (REMP)
California
$672K – – –
PAM
1313
Peak Asset Management
Colorado
$671K -$6.58K -47 -1%
PJSIMP
1314
P.J. Schmidt Investment Management (PJS)
Wisconsin
$667K -$83.2K -594 -12%
WC
1315
Whitney & Co
New York
$665K – – –
SP
1316
Successful Portfolios
Florida
$662K +$10.8K +77 +2%
RCC
1317
Red Cedar Capital
Nebraska
$660K – – –
CBU
1318
CIBC Bank USA
Illinois
$658K -$53.6K -383 -8%
ISB
1319
Iowa State Bank
Iowa
$658K -$4.2K -30 -0.7%
SS
1320
Simplicity Solutions
Minnesota
$656K +$73.8K +527 +13%
TF
1321
TRH Financial
Iowa
$655K +$617K +4,402 New
NWA
1322
New World Advisors
Massachusetts
$653K – – –
TGAM
1323
TBH Global Asset Management
Tennessee
$653K +$620K +4,425 New
VWM
1324
Vigilare Wealth Management
Arizona
$648K +$693K +4,951 New
EGA
1325
Eagle Global Advisors
Texas
$647K – – –
51 52
53
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