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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1326
Searle & Co
Connecticut
$643K – – –
WPA
1327
Winning Points Advisors
Florida
$643K – – –
CGL
1328
Clarius Group LLC
Washington
$643K +$27.5K +196 +5%
ED
1329
Exane Derivatives
France
$641K -$676K -4,829 -53%
AWS
1330
Arkfeld Wealth Strategies
Nebraska
$641K +$653K +4,664 New
TF
1331
Tompkins Financial
New York
$639K -$32.6K -233 -5%
NPF
1332
Norris Perne & French
Michigan
$638K – – –
PCM
1333
Perkins Capital Management
Minnesota
$636K -$29.3K -209 -5%
PFO
1334
Pathstone Family Office
New Jersey
$635K – – –
CPO
1335
Cerity Partners OCIO
New York
$633K -$103K -732 -13%
MKC
1336
M. Kraus & Co
Vermont
$632K -$7.98K -57 -1%
TW
1337
Transform Wealth
Colorado
$628K -$50.7K -362 -8%
WEC
1338
Winslow Evans & Crocker
Massachusetts
$628K – – –
WW
1339
Westshore Wealth
California
$626K +$594K +4,242 New
SFSIG
1340
San Francisco Sentry Investment Group
California
$625K -$1.4K -10 -0.2%
RBA
1341
Richard Bernstein Advisors
New York
$625K – – –
FPFS
1342
First Personal Financial Services
North Carolina
$622K -$107K -767 -15%
DI
1343
Diligent Investors
California
$622K +$58.3K +416 +11%
IWM
1344
IHT Wealth Management
Illinois
$621K +$34.6K +247 +6%
CIAS
1345
Capital Investment Advisory Services
North Carolina
$621K +$176K +1,256 +43%
SAM
1346
SignalPoint Asset Management
Missouri
$618K -$9.94K -71 -2%
AMIM
1347
Aull & Monroe Investment Management
Alabama
$618K – – –
RIA
1348
Realta Investment Advisors
Delaware
$616K -$56.7K -405 -9%
CT
1349
Columbia Trust
Oregon
$614K +$584K +4,168 New
BFC
1350
Bedel Financial Consulting
Indiana
$613K +$1.96K +14 +0.3%
52 53
54
55 56