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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1551
SYM Financial Corp
Indiana
$354K – – –
FWP
1552
FAS Wealth Partners
Kansas
$353K -$51.7K -303 -12%
HPWM
1553
Highland Private Wealth Management
Washington
$350K +$363K +2,128 New
PFA
1554
Pathway Financial Advisors
Vermont
$349K – – –
BI
1555
Ballast Inc
Kentucky
$348K -$5.46K -32 -1%
RIG
1556
Renaissance Investment Group
Massachusetts
$347K – – –
UAS
1557
United Asset Strategies
New York
$346K -$41.6K -244 -10%
IUHSA
1558
Itau Unibanco Holding S.A.
Brazil
$346K +$360K +2,111 New
CT
1559
CPF Texas
Texas
$345K -$163K -957 -31%
AC
1560
Addison Capital
Pennsylvania
$345K -$683 -4 -0.2%
IAMOG
1561
Investors Asset Management of Georgia
Georgia
$344K -$14.7K -86 -4%
AIM
1562
Anchor Investment Management
South Carolina
$343K – – –
CWM
1563
Confluence Wealth Management
Oregon
$342K -$77K -451 -18%
FWM
1564
Focused Wealth Management
New York
$341K -$65.9K -386 -16%
KFA
1565
Kelleher Financial Advisors
New York
$340K -$10.4K -61 -3%
SQA
1566
Simon Quick Advisors
New Jersey
$340K +$6.49K +38 +2%
HCM
1567
Hengehold Capital Management
Ohio
$339K +$24.6K +144 +8%
CHA
1568
Cedar Hill Associates
Illinois
$337K -$13.1K -77 -4%
DFIG
1569
Dragon Financial & Investment Group
California
$337K – – –
FPB
1570
First PREMIER Bank
South Dakota
$336K – – –
EWM
1571
Empirical Wealth Management
Washington
$336K +$30.7K +180 +10%
MWM
1572
Merriman Wealth Management
Washington
$335K -$8.87K -52 -2%
CBA
1573
Coastal Bridge Advisors
Connecticut
$333K -$218K -1,279 -39%
DW
1574
Domani Wealth
Pennsylvania
$332K -$29.7K -174 -8%
NIM
1575
Nicollet Investment Management
Minnesota
$332K +$118K +690 +52%
61 62
63
64 65