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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
1576
Lombard Odier Asset Management (Switzerland)
Switzerland
$530K +$492K +3,288 New
MWA
1577
MFA Wealth Advisors
Pennsylvania
$529K -$22.8K -152 -4%
AWM
1578
Altavista Wealth Management
North Carolina
$528K – – –
MFW
1579
Mosaic Family Wealth
Missouri
$527K +$3.59K +24 +0.7%
RMC
1580
Resources Management Corp
Connecticut
$527K +$107K +718 +28%
WAP
1581
Wealthcare Advisory Partners
Pennsylvania
$525K +$36.2K +242 +8%
OFG
1582
OmniStar Financial Group
North Carolina
$524K -$337K -2,251 -41%
WHG
1583
Westwood Holdings Group
Texas
$522K +$216K +1,441 +80%
GWA
1584
GGM Wealth Advisors
Maryland
$520K -$10K -67 -2%
DI
1585
Diligent Investors
California
$519K -$123K -819 -20%
BB
1586
Berkshire Bank
Massachusetts
$518K -$48.4K -323 -9%
MWA
1587
Meridian Wealth Advisors
Texas
$518K – – –
OF
1588
Outfitter Financial
Maine
$516K +$5.39K +36 +1%
BBA
1589
Braun-Bostich & Associates
Pennsylvania
$516K +$93.4K +624 +24%
GWS
1590
Glassman Wealth Services
Virginia
$515K +$8.53K +57 +2%
SNB
1591
Security National Bank
Nebraska
$515K +$479K +3,198 New
WF
1592
WoodTrust Financial
Wisconsin
$514K – – –
TK
1593
TIAA Kaspick
Massachusetts
$510K – – –
ISWM
1594
Independent Solutions Wealth Management
New York
$509K +$46.1K +308 +11%
KLWA
1595
Kelly Lawrence W & Associates
California
$509K -$76.3K -510 -14%
CA
1596
Calton & Associates
Florida
$509K +$16.3K +109 +4%
IWP
1597
Icon Wealth Partners
Texas
$509K +$473K +3,161 New
QI
1598
Qtron Investments
Massachusetts
$509K +$473K +3,161 New
LWM
1599
Loveless Wealth Management
Montana
$507K +$84.1K +562 +22%
FFA
1600
First Foundation Advisors
California
$506K -$152K -1,017 -24%
62 63
64
65 66