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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1601
1900 Wealth Management
Texas
$529K +$4.47K +30 +0.8%
EFSCE
1602
Enterprise Financial Services Corp (EFSC)
Missouri
$528K -$174K -1,169 -25%
LC
1603
Lindbrook Capital
California
$528K +$208K +1,393 +64%
SWM
1604
Silverlake Wealth Management
Vermont
$527K +$529K +3,551 New
CAG
1605
Crestwood Advisors Group
Massachusetts
$526K -$75.8K -509 -13%
NFGCM
1606
Norman Fields Gottscho Capital Management
New York
$526K – – –
HWA
1607
Heartwood Wealth Advisors
Virginia
$524K +$112K +753 +27%
WA
1608
WealthTrust Axiom
Pennsylvania
$523K +$149 +1 +0%
AT
1609
Arden Trust
Delaware
$522K -$55.9K -375 -10%
FCCM
1610
First City Capital Management
Georgia
$521K -$53.3K -358 -8%
HAS
1611
HBW Advisory Services
California
$520K -$120K -804 -19%
AWA
1612
Aaron Wealth Advisors
Illinois
$520K -$20.4K -137 -4%
LWM
1613
Laidlaw Wealth Management
New York
$517K -$501K -3,366 -49%
CWM
1614
Chesapeake Wealth Management
Virginia
$517K +$1.79K +12 +0.3%
ACM
1615
Alethea Capital Management
Washington
$516K -$17.9K -120 -3%
GL
1616
Graypoint LLC
New York
$514K -$81.5K -547 -14%
MMPW
1617
Mitchell McLeod Pugh & Williams
Alabama
$513K +$50.1K +336 +11%
FMLI
1618
Fukoku Mutual Life Insurance
Japan
$512K +$17.7K +119 +4%
AG
1619
AlphaSimPlex Group
Massachusetts
$511K -$494K -3,316 -49%
ZF
1620
Zhang Financial
Michigan
$511K +$6.41K +43 +1%
DI
1621
Diligent Investors
California
$511K +$70.6K +474 +16%
WB
1622
West Bancorporation
Iowa
$511K +$512K +3,437 New
TAIM
1623
TD Ameritrade Investment Management
Nebraska
$509K -$107K -720 -17%
BOS
1624
Bank of Stockton
California
$509K -$24K -161 -4%
HI
1625
Humankind Investments
New York
$509K +$84.2K +565 +20%
63 64
65
66 67