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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1601
Tradewinds Capital Management
Washington
$306K -$861 -5 -0.3%
KA
1602
Kaizen Advisory
Illinois
$306K – – –
CIAS
1603
Capital Investment Advisory Services
North Carolina
$304K – – –
MCM
1604
McRae Capital Management
New Jersey
$301K – – –
WP
1605
WealthSource Partners
California
$301K +$21.5K +125 +8%
VC
1606
Vicus Capital
Pennsylvania
$300K +$10.7K +62 +4%
FPB
1607
First PREMIER Bank
South Dakota
$299K -$58.4K -339 -17%
SWM
1608
Shakespeare Wealth Management
Wisconsin
$299K – – –
TFS
1609
TrustCore Financial Services
Tennessee
$299K +$8.79K +51 +3%
NQWM
1610
Northwest Quadrant Wealth Management
Oregon
$299K +$301K +1,750 New
EWF
1611
Epstein & White Financial
California
$298K -$6.37K -37 -2%
LCM
1612
Laurion Capital Management
New York
$295K -$18M -104,495 -98%
HCM
1613
Hodges Capital Management
Texas
$295K – – –
BFM
1614
Boothbay Fund Management
New York
$295K +$61.7K +358 +27%
CT
1615
Clearstead Trust
Maine
$293K -$20.5K -119 -7%
KA
1616
KLCM Advisors
Wisconsin
$293K -$13.3K -77 -4%
DT
1617
Diversified Trust
Tennessee
$292K -$3.27K -19 -1%
FBT
1618
First Bank & Trust
South Dakota
$290K -$4.48K -26 -2%
KPCM
1619
Kings Point Capital Management
New York
$290K – – –
SFS
1620
Summit Financial Strategies
Ohio
$290K +$9.65K +56 +4%
SP
1621
SWS Partners
Ohio
$288K +$34.8K +202 +14%
IB
1622
Intrust Bank
Kansas
$287K -$5K -29 -2%
PLFAM
1623
Pineno Levin & Ford Asset Management
Virginia
$287K – – –
SIM
1624
SSI Investment Management
California
$284K -$1.38K -8 -0.5%
CW
1625
Cabot-Wellington
Massachusetts
$284K – – –
63 64
65
66 67