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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1376
Heritage Wealth Advisors
Virginia
$719K +$200K +1,406 +40%
SSG
1377
Summit Securities Group
New York
$717K -$35.9K -253 -5%
AFC
1378
AFT Forsyth & Company
Florida
$717K +$7.24K +51 +1%
WAS
1379
Winch Advisory Services
Wisconsin
$709K -$2.13K -15 -0.3%
SAM
1380
Summit Asset Management
Tennessee
$704K +$20.3K +143 +3%
WQ
1381
Wealth Quarterback
New Jersey
$703K -$42.7K -301 -6%
UWM
1382
Urban Wealth Management
California
$703K +$683K +4,813 New
ACM
1383
Alethea Capital Management
Washington
$700K – – –
GCM
1384
Glynn Capital Management
California
$699K – – –
PAWC
1385
P.A.W. Capital
Connecticut
$699K – – –
PCA
1386
Peddock Capital Advisors
Massachusetts
$699K – – –
PBT
1387
Pictet Bank & Trust
Bahamas
$699K +$679K +4,784 New
SWM
1388
Stockman Wealth Management
Montana
$698K – – –
FA
1389
Fagan Associates
New York
$697K – – –
NFG
1390
Next Financial Group
Texas
$695K -$1.14K -8 -0.2%
SA
1391
SRH Advisors
Kansas
$694K +$710 +5 +0.1%
WC
1392
Whitney & Co
New York
$693K -$17K -120 -2%
VAM
1393
Verity Asset Management
North Carolina
$692K +$65.3K +460 +11%
PJSIMP
1394
P.J. Schmidt Investment Management (PJS)
Wisconsin
$690K – – –
SRSA
1395
S.R. Schill & Associates
Washington
$689K +$232K +1,632 +53%
CHC
1396
City Holding Co
West Virginia
$684K -$81.8K -576 -11%
EWM
1397
Empirical Wealth Management
Washington
$678K +$59.2K +417 +10%
AIS
1398
AM Investment Strategies
Tennessee
$674K – – –
RCG
1399
Rock Creek Group
District of Columbia
$673K +$388K +2,733 +146%
RCAG
1400
Rehmann Capital Advisory Group
Michigan
$673K -$150K -1,056 -19%
54 55
56
57 58