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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1551
Greatmark Investment Partners
Georgia
$391K +$18.4K +137 +5%
BWFA
1552
Baltimore-Washington Financial Advisors
Maryland
$390K -$56.8K -422 -13%
FCM
1553
Firestone Capital Management
Florida
$388K – – –
MMG
1554
Monetary Management Group
Missouri
$388K +$253K +1,883 +185%
WAP
1555
Wealthcare Advisory Partners
Pennsylvania
$387K -$538 -4 -0.1%
GWCM
1556
Godshalk Welsh Capital Management
Pennsylvania
$386K – – –
TNA
1557
True North Advisors
Texas
$386K +$19.9K +148 +5%
9WM
1558
9258 Wealth Management
Ohio
$386K +$25.7K +191 +7%
HBT
1559
Hills Bank & Trust
Iowa
$386K +$160K +1,186 +70%
OL
1560
Optas LLC
Texas
$386K +$170K +1,263 +78%
SWIG
1561
Strategic Wealth Investment Group
Kentucky
$386K +$388K +2,884 New
PCIA
1562
Prime Capital Investment Advisors
Kansas
$385K +$16.1K +120 +4%
MFW
1563
Mosaic Family Wealth
Missouri
$384K +$53.8K +400 +16%
CSWG
1564
Cardinal Strategic Wealth Guidance
Kentucky
$383K -$12.9K -96 -3%
QI
1565
Qtron Investments
Massachusetts
$383K +$385K +2,861 New
DAC
1566
Dividend Assets Capital
South Carolina
$381K -$16.8K -125 -4%
PP
1567
PDS Planning
Ohio
$381K -$12.1K -90 -3%
BSA
1568
Bull Street Advisors
Georgia
$380K – – –
CA
1569
Cambridge Advisors
Nebraska
$380K – – –
CCM
1570
CWH Capital Management
Washington
$380K +$85.7K +637 +29%
WOC
1571
West Oak Capital
California
$378K -$73.2K -544 -16%
AF
1572
AMG Funds
Connecticut
$375K -$12.9K -96 -3%
GCMG
1573
Gyroscope Capital Management Group
Florida
$375K – – –
ITIM
1574
Indiana Trust & Investment Management
Indiana
$375K – – –
ACM
1575
Ategra Capital Management
Virginia
$375K -$80K -595 -18%
61 62
63
64 65