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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1626
Secure Asset Management
Michigan
$413K +$71.1K +501 +22%
MF
1627
Montis Financial
Massachusetts
$413K +$376K +2,646 New
BHWM
1628
Bay Harbor Wealth Management
Maryland
$410K -$25K -176 -6%
IIA
1629
ICW Investment Advisors
Arizona
$410K -$18K -127 -4%
CWP
1630
Corepath Wealth Partners
Arizona
$410K +$398K +2,806 New
GCMG
1631
Gyroscope Capital Management Group
Florida
$409K – – –
MMPW
1632
Mitchell McLeod Pugh & Williams
Alabama
$409K +$4.26K +30 +1%
TA
1633
Tectonic Advisors
Texas
$409K +$397K +2,797 New
LFA
1634
Landmark Financial Advisors
Kentucky
$407K -$3.41K -24 -0.8%
GKWIM
1635
Gerber Kawasaki Wealth & Investment Management
California
$407K +$16.9K +119 +4%
BAS
1636
Brown Advisory Securities
Maryland
$405K -$23.7K -167 -6%
BCM
1637
Boltwood Capital Management
California
$405K – – –
CIC
1638
Chilton Investment Company
Connecticut
$405K +$24.6K +173 +7%
VST
1639
Van Strum & Towne
California
$405K +$136K +956 +53%
CSWG
1640
Cardinal Strategic Wealth Guidance
Kentucky
$404K -$13.8K -97 -3%
SFO
1641
Stokes Family Office
Louisiana
$402K +$55.1K +388 +16%
MIM
1642
Marco Investment Management
Georgia
$399K +$170K +1,196 +78%
W
1643
WealthStone
Ohio
$398K +$14.3K +101 +4%
CFD
1644
Creative Financial Designs
Indiana
$397K -$123K -864 -24%
CA
1645
Cambridge Advisors
Nebraska
$397K -$17K -120 -4%
PI
1646
PEAK6 Investments
Illinois
$396K -$716K -5,043 -65%
GIM
1647
Greylin Investment Management
Virginia
$396K – – –
GAMC
1648
Garner Asset Management Corp
Texas
$394K -$11.8K -83 -3%
APG
1649
Abacus Planning Group
South Carolina
$394K – – –
TCPWM
1650
Traverso Chambers Private Wealth Management
California
$393K – – –
64 65
66
67 68