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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1351
SignalPoint Asset Management
Missouri
$691K – – –
BWA
1352
Burt Wealth Advisors
Maryland
$687K -$40.2K -239 -6%
MIM
1353
Moseley Investment Management
Florida
$687K +$665K +3,952 New
MC
1354
Middleton & Co
Massachusetts
$685K – – –
MYLI
1355
Meiji Yasuda Life Insurance
Japan
$683K -$59.6K -354 -8%
RW
1356
REDW Wealth
New Mexico
$681K -$23.7K -141 -3%
GWM
1357
GSB Wealth Management
Connecticut
$675K – – –
TFO
1358
Tarbox Family Office
California
$675K – – –
CA
1359
Calton & Associates
Florida
$675K +$112K +664 +21%
CP
1360
Covenant Partners
Tennessee
$669K +$649K +3,854 New
AIA
1361
Arbor Investment Advisors
North Carolina
$668K +$647K +3,845 New
SBWM
1362
Sunflower Bank Wealth Management
Arizona
$667K – – –
CHAM
1363
Clear Harbor Asset Management
Connecticut
$666K -$82.5K -490 -11%
CL
1364
CPWM LLC
Washington
$664K -$3.37K -20 -0.5%
MCM
1365
MV Capital Management
Maryland
$659K +$31.8K +189 +5%
PMFA
1366
Plante Moran Financial Advisors
Michigan
$656K -$21.4K -127 -3%
BWM
1367
Buckley Wealth Management
Nevada
$654K – – –
WCM
1368
Weatherstone Capital Management
Colorado
$650K +$14K +83 +2%
CGL
1369
Clarius Group LLC
Washington
$650K +$239K +1,418 +61%
BCP
1370
Blackhawk Capital Partners
Wisconsin
$647K +$627K +3,726 New
NB
1371
Nicolet Bankshares
Wisconsin
$646K -$10.1K -60 -2%
RIA
1372
Realta Investment Advisors
Delaware
$646K +$634K +3,765 New
BFA
1373
Beaumont Financial Advisors
Massachusetts
$645K +$40.6K +241 +7%
AWCI
1374
Alpine Woods Capital Investors
New York
$644K +$20.2K +120 +3%
DI
1375
Diligent Investors
California
$644K +$65.8K +391 +12%
53 54
55
56 57