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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1626
West Family Investments
California
$365K +$82.3K +681 +25%
DWM
1627
Dakota Wealth Management
Florida
$365K +$169K +1,396 +71%
TCCM
1628
Timber Creek Capital Management
Massachusetts
$364K -$10.5K -87 -3%
PP
1629
Patron Partners
Texas
$364K -$1.21K -10 -0.3%
ACM
1630
Alethea Capital Management
Washington
$363K -$72.8K -602 -15%
PAM
1631
Paradigm Asset Management
New York
$362K -$159K -1,315 -28%
AAMC
1632
Asset Allocation & Management Company
Illinois
$362K -$237K -1,964 -37%
1WM
1633
1900 Wealth Management
Texas
$362K – – –
FHC
1634
Forest Hill Capital
Arkansas
$362K – – –
GWA
1635
GGM Wealth Advisors
Maryland
$362K +$3.63K +30 +0.9%
MA
1636
MONECO Advisors
Connecticut
$362K +$82.2K +680 +26%
PIA
1637
Perennial Investment Advisors
California
$362K +$119K +988 +42%
TCBWMS
1638
Texas Capital Bank Wealth Management Services
Texas
$359K -$176K -1,459 -31%
CRIG
1639
Charter Research & Investment Group
Connecticut
$359K -$48.7K -403 -11%
DWM
1640
Doyle Wealth Management
Florida
$358K -$2.18K -18 -0.5%
IAS
1641
Investment Advisory Services
Texas
$357K -$9.67K -80 -2%
WFS
1642
Widmann Financial Services
Maryland
$356K +$132K +1,092 +50%
CAG
1643
Crestwood Advisors Group
Massachusetts
$355K – – –
MSE
1644
MUFG Securities EMEA
United Kingdom
$355K +$116K +957 +41%
RW
1645
REDW Wealth
New Mexico
$354K -$27.6K -228 -7%
SFG
1646
Sather Financial Group
Texas
$354K – – –
ACI
1647
Alpha Cubed Investments
California
$353K -$783K -6,480 -67%
LWM
1648
Laidlaw Wealth Management
New York
$353K -$12K -99 -3%
WA
1649
Waddell & Associates
Tennessee
$352K +$363 +3 +0.1%
TNBTD
1650
Trustmark National Bank Trust Department
Mississippi
$351K -$7.98K -66 -2%
64 65
66
67 68