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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1501
Charter Research & Investment Group
Connecticut
$547K +$102K +718 +24%
JWBC
1502
J.W. Burns & Co
New York
$546K – – –
AFP
1503
Ausdal Financial Partners
Iowa
$546K +$25.6K +180 +5%
WTFG
1504
Wells Trecaso Financial Group
Ohio
$545K -$8.38K -59 -2%
MFG
1505
Magnus Financial Group
New York
$545K +$153K +1,077 +41%
TIM
1506
Tortoise Investment Management
New York
$544K +$5.54K +39 +1%
RWM
1507
Ritholtz Wealth Management
New York
$542K +$149K +1,050 +40%
BA
1508
Bridgewater Associates
Connecticut
$541K +$525K +3,700 New
MYIA
1509
Mount Yale Investment Advisors
Colorado
$540K +$23.4K +165 +5%
SB
1510
Sunflower Bank
Texas
$539K +$524K +3,692 New
FGAM
1511
Financial Gravity Asset Management
Texas
$539K +$527K +3,716 New
KLWA
1512
Kelly Lawrence W & Associates
California
$537K -$531K -3,744 -50%
TIAM2
1513
Tru Independence Asset Management 2
Oregon
$537K +$521K +3,672 New
LW
1514
Linscomb Wealth
Texas
$536K -$17.6K -124 -3%
WDC
1515
Woodward Diversified Capital
California
$536K +$521K +3,671 New
ATC
1516
Adirondack Trust Company
New York
$535K +$5.82K +41 +1%
AHB
1517
Abner Herrman & Brock
New Jersey
$535K +$7.24K +51 +1%
PWM
1518
Paulson Wealth Management
Illinois
$535K +$31.2K +220 +6%
AOWM
1519
Alpha Omega Wealth Management
Virginia
$533K -$3.55K -25 -0.7%
RZH
1520
Relyea Zuckerberg Hanson
Connecticut
$528K – – –
AIM
1521
Anchor Investment Management
South Carolina
$528K +$19.9K +140 +4%
WIA
1522
Wealthstreet Investment Advisors
Texas
$527K -$93.3K -657 -15%
WP
1523
WealthPLAN Partners
Nebraska
$526K -$23K -162 -4%
MS
1524
Madden Securities
Texas
$526K -$11.8K -83 -2%
TFF
1525
The Family Firm
Maryland
$524K -$111K -782 -17%
59 60
61
62 63