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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1626
Halbert Hargrove Global Advisors
California
$225K -$51.5K -642 -21%
MSWM
1627
McGlone Suttner Wealth Management
Wisconsin
$225K +$197K +2,458 New
IFWM
1628
Institute for Wealth Management
Colorado
$224K +$197K +2,455 New
AIM
1629
Alhambra Investment Management
Florida
$224K +$197K +2,455 New
MCCA
1630
Mill Creek Capital Advisors
Pennsylvania
$224K -$9.47K -118 -5%
TFF
1631
The Family Firm
Maryland
$223K +$196K +2,440 New
GDP
1632
Great Diamond Partners
Maine
$223K +$196K +2,440 New
FSA
1633
Franklin Street Advisors
North Carolina
$222K +$195K +2,428 New
WIA
1634
Westbourne Investment Advisors
Maryland
$221K +$194K +2,416 New
MF
1635
Montis Financial
Massachusetts
$221K +$194K +2,415 New
APW
1636
Austin Private Wealth
Texas
$220K +$193K +2,408 New
NC
1637
NBW Capital
Massachusetts
$220K -$35.7K -445 -16%
FFP
1638
FourThought Financial Partners
Florida
$219K -$54.7K -682 -22%
PF
1639
Phoenix Financial
Israel
$219K +$179K +2,225 New
ACP
1640
Aveo Capital Partners
Colorado
$219K +$192K +2,394 New
CL
1641
CSS LLC
Illinois
$219K +$192K +2,392 New
III
1642
Independent Investors Inc
New York
$219K +$192K +2,392 New
PWS
1643
Private Wealth Strategies
Ohio
$219K +$192K +2,392 New
SIC
1644
Schwartz Investment Counsel
Michigan
$219K +$192K +2,392 New
WA
1645
Wealth Architects
California
$218K +$192K +2,388 New
MMA
1646
Miracle Mile Advisors
California
$218K -$151K -1,882 -44%
AGC
1647
Aspen Grove Capital
Colorado
$218K +$192K +2,397 New
WSCM
1648
Wellington Shields Capital Management
New York
$218K – – –
WTA
1649
Washington Trust Advisors
Massachusetts
$218K -$67.1K -836 -26%
WI
1650
WBI Investments
New Jersey
$217K -$2.31M -28,752 -92%
64 65
66
67 68