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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1551
Affinity Capital Advisors
California
$305K – – –
PWM
1552
Partnership Wealth Management
Maryland
$304K – – –
SIC
1553
Schwartz Investment Counsel
Michigan
$304K – – –
TIP
1554
Torray Investment Partners
Maryland
$304K – – –
WCM
1555
Winebrenner Capital Management
Kentucky
$304K – – –
BOTPPF
1556
Board of the Pension Protection Fund
United Kingdom
$304K +$286K +2,000 New
TWP
1557
Total Wealth Planning
Ohio
$304K +$286K +2,000 New
LCM
1558
Liberty Capital Management
Michigan
$302K – – –
WA
1559
Waddell & Associates
Tennessee
$302K +$283K +1,982 New
FNWA
1560
Financial Network Wealth Advisors
Utah
$301K – – –
BFA
1561
Beaumont Financial Advisors
Massachusetts
$301K -$3.72K -26 -1%
KFS
1562
Kaizen Financial Strategies
California
$301K +$429 +3 +0.2%
VCM
1563
Vivaldi Capital Management
Illinois
$301K -$3.43K -24 -1%
FC
1564
Fairscale Capital
New Hampshire
$300K +$13.1K +92 +5%
WCG
1565
Weaver Consulting Group
California
$300K +$286 +2 +0.1%
SDWIA
1566
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$300K -$28.4K -199 -9%
PWM
1567
PBMares Wealth Management
Virginia
$300K +$14.3K +100 +5%
CT
1568
Clearstead Trust
Maine
$300K +$28.3K +198 +11%
MKC
1569
M. Kraus & Co
Vermont
$299K -$100K -700 -26%
SB
1570
Simmons Bank
Arkansas
$296K – – –
EBA
1571
Eagle Bay Advisors
New York
$296K -$715 -5 -0.3%
WH
1572
Willner & Heller
California
$296K -$361K -2,527 -57%
GWMR
1573
GC Wealth Management RIA
Massachusetts
$296K +$278K +1,942 New
MCCA
1574
Mill Creek Capital Advisors
Pennsylvania
$295K -$3K -21 -1%
SWGC
1575
Summit Wealth Group (Colorado)
Colorado
$295K +$277K +1,937 New
61 62
63
64 65