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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
OEP
1551
Ocean Endowment Partners
Illinois
$329K -$332K -2,524 -47%
ISWM
1552
Independent Solutions Wealth Management
New York
$329K +$7.24K +55 +2%
WAP
1553
Wealthcare Advisory Partners
Pennsylvania
$328K +$69.2K +526 +22%
BWM
1554
Benchmark Wealth Management
Connecticut
$326K – – –
DAC
1555
Dividend Assets Capital
South Carolina
$324K -$1.97K -15 -0.5%
LC
1556
Landaas & Company
Wisconsin
$324K – – –
CA
1557
Cambridge Advisors
Nebraska
$324K +$2.24K +17 +0.6%
BSA
1558
Bull Street Advisors
Georgia
$324K +$4.74K +36 +1%
RGC
1559
Roberts, Glore & Co
Illinois
$324K +$14.2K +108 +4%
PT
1560
Plimoth Trust
Massachusetts
$321K -$21.3K -162 -5%
GKWIM
1561
Gerber Kawasaki Wealth & Investment Management
California
$321K – – –
PSC
1562
Prentiss Smith & Co
Vermont
$321K +$370K +2,811 New
IAMOG
1563
Investors Asset Management of Georgia
Georgia
$320K -$21.2K -161 -5%
ITIM
1564
Indiana Trust & Investment Management
Indiana
$319K -$7.89K -60 -2%
AC
1565
Addison Capital
Pennsylvania
$319K -$5.92K -45 -2%
BMM
1566
Buffington Mohr McNeal
Idaho
$319K – – –
GCMG
1567
Gyroscope Capital Management Group
Florida
$319K – – –
KPW
1568
Kore Private Wealth
New York
$318K -$43K -327 -10%
PFA
1569
Pathway Financial Advisors
Vermont
$318K -$6.84K -52 -2%
RE
1570
RBC Europe
United Kingdom
$318K +$54.6K +415 +18%
BCM
1571
Boltwood Capital Management
California
$317K – – –
9WM
1572
9258 Wealth Management
Ohio
$317K +$58.1K +442 +22%
CA
1573
Calton & Associates
Florida
$316K -$66.8K -508 -16%
TI
1574
tru Independence
Oregon
$316K – – –
MMPW
1575
Mitchell McLeod Pugh & Williams
Alabama
$316K +$26.8K +204 +8%
61 62
63
64 65