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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1576
Inverness Counsel
New York
$374K +$355K +2,536 New
SMFS
1577
Squar Milner Financial Services
California
$373K -$104K -745 -23%
HSWM
1578
Hubbell Strickland Wealth Management
Louisiana
$373K -$16.2K -116 -4%
LFA
1579
Landmark Financial Advisors
Kentucky
$373K +$29.4K +210 +9%
WA
1580
WealthTrust Axiom
Pennsylvania
$371K – – –
MFW
1581
Mosaic Family Wealth
Missouri
$370K -$96.8K -691 -22%
SOAMC
1582
Spirit of America Management Corp
New York
$369K – – –
MA
1583
MCF Advisors
Kentucky
$367K +$8.4K +60 +2%
CAM
1584
Congress Asset Management
Massachusetts
$366K -$126K -899 -27%
BWM
1585
Buckley Wealth Management
Nevada
$365K -$8.4K -60 -2%
PA
1586
Perennial Advisors
New York
$364K -$2.34M -16,688 -87%
OL
1587
Optas LLC
Texas
$364K +$347K +2,476 New
KFGK
1588
Keystone Financial Group (Kentucky)
Kentucky
$363K -$16K -114 -4%
VIM
1589
Vista Investment Management
Pennsylvania
$363K +$3.36K +24 +1%
PWPS
1590
Pinnacle Wealth Planning Services
Ohio
$363K +$127K +904 +58%
GIA
1591
Gladstone Institutional Advisory
Florida
$359K -$114K -817 -25%
WCWM
1592
Willow Creek Wealth Management
California
$357K – – –
EI
1593
Ethic Inc
New York
$357K +$339K +2,417 New
WCM
1594
Windsor Capital Management
Arizona
$356K +$840 +6 +0.2%
LC
1595
LCNB Corp
Ohio
$355K +$36.8K +263 +12%
IIC
1596
Integrated Investment Consultants
Michigan
$354K -$156K -1,111 -32%
MWM
1597
Merriman Wealth Management
Washington
$354K +$77.9K +556 +30%
DA
1598
Doliver Advisors
Texas
$353K – – –
PGAM
1599
Princeton Global Asset Management
New Jersey
$353K – – –
PWS
1600
Private Wealth Strategies
Ohio
$353K +$335K +2,392 New
62 63
64
65 66