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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
1351
Rice Hall James & Associates
California
$375K -$123K -957 -26%
EWM
1352
Endurance Wealth Management
Rhode Island
$375K – – –
DAC
1353
Dividend Assets Capital
South Carolina
$374K – – –
BW
1354
Bison Wealth
Georgia
$368K -$109K -850 -24%
GEM
1355
Global Endowment Management
North Carolina
$368K – – –
NB
1356
Nicolet Bankshares
Wisconsin
$367K – – –
PCMK
1357
Paragon Capital Management (Kansas)
Kansas
$367K +$6.29K +49 +2%
TWMP
1358
Taylor Wealth Management Partners
Massachusetts
$367K +$78.4K +610 +30%
TPWA
1359
TRUE Private Wealth Advisors
Oregon
$366K -$2.31K -18 -0.7%
SCG
1360
Sonata Capital Group
Washington
$363K – – –
FWM
1361
Focused Wealth Management
New York
$363K +$16.1K +125 +5%
OWP
1362
Obermeyer Wealth Partners
Colorado
$362K -$15K -117 -4%
AWA
1363
ARS Wealth Advisors
Florida
$362K – – –
WA
1364
WealthTrust Axiom
Pennsylvania
$362K +$128 +1 +0%
MWM
1365
Mission Wealth Management
California
$362K +$334K +2,599 New
HA
1366
Harfst & Associates
Wyoming
$357K -$1.57M -12,216 -83%
SCA
1367
Snowden Capital Advisors
New York
$356K +$328K +2,557 New
IIC
1368
Integrated Investment Consultants
Michigan
$355K +$11.4K +89 +4%
MFW
1369
Mosaic Family Wealth
Missouri
$354K +$43.4K +338 +15%
ZF
1370
Zhang Financial
Michigan
$351K +$323K +2,516 New
LNC
1371
Lincoln National Corp
Pennsylvania
$350K -$315K -2,455 -49%
DCM
1372
Dynamic Capital Management
Jersey
$350K +$323K +2,512 New
MC
1373
Matisse Capital
Oregon
$347K – – –
ACM
1374
Ashford Capital Management
Delaware
$346K – – –
EWM
1375
Empirical Wealth Management
Washington
$345K -$248K -1,930 -44%
53 54
55
56 57