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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1551
Whalerock Point Partners
Rhode Island
$395K +$1.26K +9 +0.3%
BFG
1552
Beacon Financial Group
Texas
$395K +$33.6K +240 +10%
HFG
1553
Heron Financial Group
New York
$395K +$407K +2,906 New
ECM
1554
EagleClaw Capital Management
Massachusetts
$394K -$41.9K -299 -10%
CWM
1555
Confluence Wealth Management
Oregon
$391K +$109K +777 +41%
SWM
1556
Sugarloaf Wealth Management
Georgia
$391K +$371K +2,648 New
IDA
1557
Intelligence Driven Advisers
California
$389K -$5.74K -41 -2%
BHWM
1558
Bay Harbor Wealth Management
Maryland
$388K – – –
RCM
1559
RNC Capital Management
California
$388K +$34K +243 +10%
PTP
1560
Platform Technology Partners
New York
$386K +$366K +2,614 New
PCMK
1561
Paragon Capital Management (Kansas)
Kansas
$384K +$4.06K +29 +1%
EF
1562
Empirical Finance
Pennsylvania
$384K +$132K +944 +57%
APG
1563
Abacus Planning Group
South Carolina
$383K -$12K -86 -3%
PWP
1564
Personal Wealth Partners
Minnesota
$382K +$26.9K +192 +8%
LC
1565
Landaas & Company
Wisconsin
$380K – – –
NFC
1566
Northeast Financial Consultants
Connecticut
$380K – – –
NAS
1567
Nicolet Advisory Services
Wisconsin
$380K +$31.2K +223 +9%
TCPWM
1568
Traverso Chambers Private Wealth Management
California
$379K -$11.1K -79 -3%
WFMPM
1569
Woodley Farra Manion Portfolio Management
Indiana
$379K +$360K +2,570 New
CWA
1570
Clarus Wealth Advisors
Arizona
$378K – – –
MMPW
1571
Mitchell McLeod Pugh & Williams
Alabama
$378K – – –
MSR
1572
Main Street Research
Connecticut
$378K +$52K +371 +17%
ZF
1573
Zhang Financial
Michigan
$376K +$420 +3 +0.1%
WOC
1574
West Oak Capital
California
$375K – – –
SPP
1575
Single Point Partners
Massachusetts
$375K +$356K +2,539 New
61 62
63
64 65