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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1326
Alethea Capital Management
Washington
$727K – – –
SP
1327
Successful Portfolios
Florida
$722K +$2.36K +14 +0.3%
WDL
1328
Well Done LLC
Michigan
$720K +$3.2K +19 +0.5%
SC
1329
SRB Corp
Massachusetts
$720K +$698K +4,144 New
IC
1330
Intersect Capital
California
$719K -$43.8K -260 -6%
MKC
1331
M. Kraus & Co
Vermont
$717K +$37.2K +221 +6%
MSFP
1332
Mark Sheptoff Financial Planning
Connecticut
$714K -$40.2K -239 -5%
ZAM
1333
Zevin Asset Management
Massachusetts
$714K – – –
LBD
1334
Landsberg Bennett & Dubbaneh
Florida
$713K +$89.2K +530 +15%
BCM
1335
Beddow Capital Management
Wyoming
$712K – – –
KTC
1336
Kistler-Tiffany Companies
Pennsylvania
$711K -$19.2K -114 -3%
TIM
1337
Tortoise Investment Management
New York
$711K – – –
SA
1338
SRH Advisors
Kansas
$708K +$673 +4 +0.1%
LFS
1339
Legacy Financial Strategies
Kansas
$699K +$71.4K +424 +12%
IWM
1340
IHT Wealth Management
Illinois
$697K -$162K -963 -19%
FMTC
1341
Farmers & Merchants Trust Company
California
$694K -$10.6K -63 -2%
MWA
1342
Meridian Wealth Advisors
Texas
$693K – – –
CPO
1343
Cerity Partners OCIO
New York
$693K +$2.69K +16 +0.4%
BDF
1344
Balasa Dinverno & Foltz
$693K +$32.2K +191 +5%
SAM
1345
SignalPoint Asset Management
Missouri
$691K – – –
BWA
1346
Burt Wealth Advisors
Maryland
$687K -$40.2K -239 -6%
MIM
1347
Moseley Investment Management
Florida
$687K +$665K +3,952 New
MC
1348
Middleton & Co
Massachusetts
$685K – – –
MYLI
1349
Meiji Yasuda Life Insurance
Japan
$683K -$59.6K -354 -8%
RW
1350
REDW Wealth
New Mexico
$681K -$23.7K -141 -3%
52 53
54
55 56