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3M
MMM

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