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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
1401
Texas Capital Bank Wealth Management Services
Texas
$595K -$32.2K -242 -5%
FDCC
1402
Foster Dykema Cabot & Co
Massachusetts
$595K – – –
FA
1403
Fagan Associates
New York
$594K – – –
CHC
1404
City Holding Co
West Virginia
$594K +$5.58K +42 +0.9%
IPW
1405
Inlet Private Wealth
Florida
$593K +$5.98K +45 +1%
PMG
1406
ProVise Management Group
Florida
$592K -$2.45M -18,397 -79%
JWM
1407
Jupiter Wealth Management
Colorado
$592K -$3.32K -25 -0.5%
PCMM
1408
Piedmont Capital Management (Montana)
Montana
$592K +$110K +824 +21%
CF
1409
Centaurus Financial
California
$591K -$18.1K -136 -3%
W
1410
Wealthquest
Ohio
$591K – – –
FCCM
1411
First City Capital Management
Georgia
$591K +$115K +867 +22%
PG
1412
Patten Group
Tennessee
$589K -$46.4K -349 -7%
AFC
1413
AFT Forsyth & Company
Florida
$589K – – –
FRA
1414
Front Row Advisors
California
$586K +$8.64K +65 +1%
BFA
1415
Beacon Financial Advisory
Ohio
$586K +$38.2K +287 +6%
LBA
1416
Lowell Blake & Associates
Massachusetts
$585K -$389K -2,922 -38%
AWS
1417
Arkfeld Wealth Strategies
Nebraska
$585K – – –
BEAM
1418
Baker Ellis Asset Management
Washington
$584K -$350K -2,632 -36%
RFG
1419
Range Financial Group
Oregon
$584K +$62.1K +467 +11%
BFPW
1420
BOK Financial Private Wealth
Colorado
$583K -$97.1K -730 -13%
IFG
1421
Independent Financial Group
California
$583K +$230K +1,729 +59%
PIM
1422
Perpetual Investment Management
Australia
$582K – – –
LC
1423
LCNB Corp
Ohio
$581K +$19K +143 +3%
PAM
1424
Paradigm Asset Management
New York
$581K – – –
WC
1425
Whitney & Co
New York
$579K – – –
55 56
57
58 59