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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1576
Castle Rock Wealth Management
California
$320K +$339K +2,203 New
DWM
1577
Destination Wealth Management
California
$319K +$10.9K +71 +3%
LBD
1578
Landsberg Bennett & Dubbaneh
Florida
$318K -$280K -1,816 -45%
MIC
1579
Means Investment Company
Maine
$318K -$31.4K -204 -8%
FCFC
1580
First Commonwealth Financial Corp
Pennsylvania
$318K -$5.54K -36 -2%
PAM
1581
Private Asset Management
California
$316K – – –
WOC
1582
West Oak Capital
California
$316K – – –
PFA
1583
Pathway Financial Advisors
Vermont
$315K – – –
FIM
1584
Frontier Investment Management
Texas
$313K -$71.3K -463 -18%
PFGIA
1585
Patriot Financial Group Insurance Agency
Massachusetts
$313K -$33.7K -219 -9%
CWM
1586
Confluence Wealth Management
Oregon
$312K -$308 -2 -0.1%
MWP
1587
Moller Wealth Partners
$312K – – –
SFC
1588
SYM Financial Corp
Indiana
$312K – – –
BCM
1589
Brown Capital Management
Maryland
$311K -$16.5K -107 -5%
BO
1590
BRR OpCo
Ohio
$309K -$429K -2,785 -57%
NCM
1591
Novare Capital Management
North Carolina
$307K -$16.6K -108 -5%
BI
1592
Ballast Inc
Kentucky
$306K – – –
CA
1593
Claro Advisors
Massachusetts
$302K +$55.6K +361 +21%
ONST
1594
Old North State Trust
North Carolina
$301K – – –
FSA
1595
Franklin Street Advisors
North Carolina
$300K -$72.7K -472 -19%
SP
1596
SWS Partners
Ohio
$300K +$319K +2,070 New
HIM
1597
Hotaling Investment Management
Pennsylvania
$299K -$86.7K -563 -21%
CMANY
1598
Capital Management Associates (New York)
New York
$299K -$64.5K -419 -17%
SCA
1599
Strategic Capital Advisers
Colorado
$299K -$38.9K -253 -11%
KFA
1600
Kelleher Financial Advisors
New York
$299K +$318K +2,069 New
62 63
64
65 66