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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1501
Summit Financial Strategies
Ohio
$343K +$108K +981 +36%
WSCM
1502
Wellington Shields Capital Management
New York
$342K -$987 -9 -0.2%
TPCW
1503
TD Private Client Wealth
New York
$341K -$248K -2,264 -38%
MWA
1504
Meridian Wealth Advisors
Texas
$340K +$22K +201 +6%
WDC
1505
Woodward Diversified Capital
California
$339K +$219 +2 +0.1%
ACM
1506
Alethea Capital Management
Washington
$339K +$35.3K +322 +10%
ECM
1507
Estabrook Capital Management
New York
$338K -$55.2K -503 -12%
WDL
1508
Well Done LLC
Michigan
$338K +$7.57K +69 +2%
TCM
1509
Telos Capital Management
California
$337K -$62.7K -572 -14%
BFAG
1510
Blackston Financial Advisory Group
Florida
$337K +$352K +3,208 New
KWM
1511
Kaydan Wealth Management
Michigan
$336K – – –
SIG
1512
Sargent Investment Group
Maryland
$335K -$39.4K -359 -9%
PCG
1513
Prosperity Consulting Group
Maryland
$335K +$3.95K +36 +1%
AI
1514
ArchPoint Investors
Florida
$332K – – –
GWA
1515
GGM Wealth Advisors
Maryland
$331K +$1.86K +17 +0.5%
CA
1516
Crewe Advisors
Utah
$331K +$8.66K +79 +2%
PCS
1517
Personal CFO Solutions
New Jersey
$330K -$133K -1,211 -25%
JRFS
1518
James Reed Financial Services
Ohio
$330K – – –
MGIM
1519
M&G Investment Management
United Kingdom
$329K +$57.7K +526 +17%
IF
1520
Insight Folios
North Carolina
$328K -$5.92K -54 -1%
FWP
1521
FAS Wealth Partners
Kansas
$328K +$50.8K +463 +15%
SFP
1522
Shepherd Financial Partners
Massachusetts
$327K -$107K -976 -22%
CAM
1523
Cozad Asset Management
Illinois
$327K – – –
NFGCM
1524
Norman Fields Gottscho Capital Management
New York
$327K – – –
FL
1525
Fort LP
Maryland
$326K -$327K -2,984 -46%
59 60
61
62 63