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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1626
MCF Advisors
Kentucky
$514K +$97.6K +585 +23%
BL
1627
Balentine LLC
Georgia
$514K +$115K +692 +29%
SWP
1628
Summit Wealth Partners
Florida
$514K +$144K +864 +39%
WOC
1629
West Oak Capital
California
$511K +$25K +150 +5%
NFG
1630
Nations Financial Group
Iowa
$511K +$65.1K +390 +15%
BAIA
1631
Bel Air Investment Advisors
California
$510K -$684K -4,100 -57%
FA
1632
Financial Advisors
Massachusetts
$509K – – –
9WM
1633
9258 Wealth Management
Ohio
$509K +$16.4K +98 +3%
RWA
1634
Redhawk Wealth Advisors
Minnesota
$508K +$86.8K +520 +20%
PA
1635
Procyon Advisors
Connecticut
$508K +$301K +1,805 +144%
WPP
1636
Whalerock Point Partners
Rhode Island
$505K – – –
CNC
1637
Citizens & Northern Corp
Pennsylvania
$505K -$67.6K -405 -12%
HPWM
1638
Highland Private Wealth Management
Washington
$505K +$1.5K +9 +0.3%
AWP
1639
Ascent Wealth Partners
New York
$505K +$507K +3,038 New
TFS
1640
Thoroughbred Financial Services
Tennessee
$503K – – –
IC
1641
Intersect Capital
California
$503K +$1.33K +8 +0.3%
JWM
1642
JGP Wealth Management
Oregon
$503K +$5.51K +33 +1%
TSS
1643
Two Sigma Securities
New York
$503K +$505K +3,029 New
DP
1644
Dearborn Partners
Illinois
$501K – – –
CS
1645
Capital Square
Tennessee
$501K +$9.01K +54 +2%
BWA
1646
Bordeaux Wealth Advisors
California
$501K +$39.9K +239 +9%
WA
1647
Waverly Advisors
Alabama
$500K +$199K +1,193 +67%
CFS
1648
CRA Financial Services
New Jersey
$499K +$49.9K +299 +11%
CWC
1649
Carolinas Wealth Consulting
North Carolina
$499K +$119K +715 +31%
WA
1650
Waddell & Associates
Tennessee
$499K +$501K +3,004 New
64 65
66
67 68