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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1351
Donaldson Capital Management
Indiana
$369K -$63.9K -678 -14%
HWA
1352
Heritage Wealth Advisors
Virginia
$369K +$6.41K +68 +2%
WC
1353
Whitney & Co
New York
$368K +$94 +1 +0%
QPWM
1354
Quadrant Private Wealth Management
Pennsylvania
$367K -$1.6K -17 -0.4%
IF
1355
Insight Folios
North Carolina
$366K +$30.7K +326 +8%
NEWAS
1356
N.E.W. Advisory Services
Wisconsin
$366K -$46.7K -495 -11%
PWM
1357
Paulson Wealth Management
Illinois
$366K +$28.2K +299 +8%
NAM
1358
NTV Asset Management
West Virginia
$366K – – –
PAM
1359
Peak Asset Management
Colorado
$366K +$189 +2 +0%
WDG
1360
Wealth Dimensions Group
Ohio
$365K +$1.79K +19 +0.5%
CBTWT
1361
Community Bank & Trust (Waco, Texas)
Texas
$365K -$1.42K -15 -0.4%
FCB
1362
First County Bank
Connecticut
$365K -$1.6K -17 -0.4%
EWA
1363
EP Wealth Advisors
California
$364K -$172K -1,821 -14%
MIM
1364
Marco Investment Management
Georgia
$364K – – –
SAM
1365
SignalPoint Asset Management
Missouri
$363K -$4.9K -52 -1%
VSQM
1366
V-Square Quantitative Management
Illinois
$362K +$389K +4,121 New
CAG
1367
Crestwood Advisors Group
Massachusetts
$361K +$41K +435 +12%
AA
1368
Auxano Advisors
Washington
$358K – – –
EBA
1369
Eagle Bay Advisors
New York
$358K -$13.7K -145 -3%
CD
1370
Chapin Davis
Maryland
$358K -$184K -1,947 -32%
PSIWM
1371
Paradigm Strategies in Wealth Management
Minnesota
$357K +$943 +10 +0.2%
LOAMS
1372
Lombard Odier Asset Management (Switzerland)
Switzerland
$357K – – –
CWP
1373
Concord Wealth Partners
Virginia
$357K -$127K -1,349 -25%
PP
1374
PDS Planning
Ohio
$356K +$6.04K +64 +2%
PSCM
1375
Per Stirling Capital Management
Texas
$355K – – –
53 54
55
56 57