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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
1401
Moneta Group Investment Advisors
Missouri
$799K +$383K +2,558 +106%
HC
1402
Hoese & Co
Minnesota
$799K +$743K +4,963 New
EWM
1403
Empirical Wealth Management
Washington
$798K +$46.9K +313 +7%
WA
1404
Winfield Associates
Ohio
$797K – – –
FPWM
1405
FSB Premier Wealth Management
Iowa
$791K -$19.5K -130 -3%
QCG
1406
Quadrant Capital Group
Ohio
$789K +$166K +1,109 +29%
PFG
1407
PAX Financial Group
Texas
$784K +$132K +880 +22%
VNA
1408
Valley National Advisers
Pennsylvania
$782K +$375K +2,507 +107%
CAM
1409
Campion Asset Management
Virginia
$781K +$726K +4,850 New
EWA
1410
Encompass Wealth Advisors
Oregon
$779K -$255K -1,703 -27%
AWS
1411
Arkfeld Wealth Strategies
Nebraska
$779K – – –
DTC
1412
Davidson Trust Company
Washington
$776K -$51.2K -342 -7%
SAM
1413
Summit Asset Management
Tennessee
$776K – – –
OFS
1414
Orrstown Financial Services
Pennsylvania
$772K -$53.7K -359 -7%
ACM
1415
Alethea Capital Management
Washington
$771K -$748 -5 -0.1%
GCM
1416
Glynn Capital Management
California
$771K – – –
PAWC
1417
P.A.W. Capital
Connecticut
$771K – – –
PCA
1418
Peddock Capital Advisors
Massachusetts
$771K – – –
FA
1419
Fagan Associates
New York
$769K +$150 +1 +0%
CHC
1420
City Holding Co
West Virginia
$768K +$13.5K +90 +2%
AIC
1421
Ameritas Investment Company
Nebraska
$767K +$144K +961 +25%
SA
1422
SRH Advisors
Kansas
$766K +$449 +3 +0.1%
SS
1423
Simplicity Solutions
Minnesota
$765K -$1.96M -13,116 -73%
TCBWMS
1424
Texas Capital Bank Wealth Management Services
Texas
$764K +$38.3K +256 +6%
TMAM
1425
Tokio Marine Asset Management
Japan
$764K +$126K +839 +21%
55 56
57
58 59