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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1326
Godshalk Welsh Capital Management
Pennsylvania
$745K -$35.2K -209 -5%
VNA
1327
Valley National Advisers
Pennsylvania
$744K +$80K +475 +12%
MRCM
1328
M&R Capital Management
New Jersey
$739K +$60.3K +358 +8%
LB
1329
Legacy Bridge
Iowa
$732K – – –
DC
1330
DeDora Capital
California
$732K +$138K +820 +24%
AMIM
1331
Aull & Monroe Investment Management
Alabama
$729K – – –
ACM
1332
Alethea Capital Management
Washington
$727K – – –
SP
1333
Successful Portfolios
Florida
$722K +$2.36K +14 +0.3%
WDL
1334
Well Done LLC
Michigan
$720K +$3.2K +19 +0.5%
SC
1335
SRB Corp
Massachusetts
$720K +$698K +4,144 New
IC
1336
Intersect Capital
California
$719K -$43.8K -260 -6%
MKC
1337
M. Kraus & Co
Vermont
$717K +$37.2K +221 +6%
MSFP
1338
Mark Sheptoff Financial Planning
Connecticut
$714K -$40.2K -239 -5%
ZAM
1339
Zevin Asset Management
Massachusetts
$714K – – –
LBD
1340
Landsberg Bennett & Dubbaneh
Florida
$713K +$89.2K +530 +15%
BCM
1341
Beddow Capital Management
Wyoming
$712K – – –
KTC
1342
Kistler-Tiffany Companies
Pennsylvania
$711K -$19.2K -114 -3%
TIM
1343
Tortoise Investment Management
New York
$711K – – –
SA
1344
SRH Advisors
Kansas
$708K +$673 +4 +0.1%
LFS
1345
Legacy Financial Strategies
Kansas
$699K +$71.4K +424 +12%
IWM
1346
IHT Wealth Management
Illinois
$697K -$162K -963 -19%
FMTC
1347
Farmers & Merchants Trust Company
California
$694K -$10.6K -63 -2%
MWA
1348
Meridian Wealth Advisors
Texas
$693K – – –
CPO
1349
Cerity Partners OCIO
New York
$693K +$2.69K +16 +0.4%
BDF
1350
Balasa Dinverno & Foltz
$693K +$32.2K +191 +5%
52 53
54
55 56