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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1651
Wealth Dimensions Group
Ohio
$438K +$106K +653 +28%
EP
1652
Edgestream Partners
New Jersey
$438K +$484K +2,988 New
TAM
1653
Townsend Asset Management
North Carolina
$437K -$19.4K -120 -4%
SA
1654
Shilanski & Associates
Alaska
$437K +$6.97K +43 +1%
PMFA
1655
Plante Moran Financial Advisors
Michigan
$436K +$82K +506 +21%
DP
1656
Dearborn Partners
Illinois
$435K -$8.43K -52 -2%
AAM
1657
Aureus Asset Management
Massachusetts
$435K +$21.9K +135 +5%
HCM
1658
Hall Capital Management
Rhode Island
$434K -$486 -3 -0.1%
GWCM
1659
Godshalk Welsh Capital Management
Pennsylvania
$432K +$9.72K +60 +2%
TWI
1660
Thomas White International
Illinois
$430K – – –
RWP
1661
RWA Wealth Partners
Massachusetts
$427K – – –
PCS
1662
Personal CFO Solutions
New Jersey
$425K +$6.97K +43 +2%
SEEDPG
1663
S.E.E.D. Planning Group
New York
$425K +$61.2K +378 +15%
AWA
1664
Arkadios Wealth Advisors
Georgia
$424K +$10K +62 +2%
CWP
1665
CFM Wealth Partners
Texas
$423K -$67.2K -415 -13%
CFIA
1666
Cantor Fitzgerald Investment Advisors
New York
$422K – – –
AP
1667
Advisors Preferred
Maryland
$421K +$46.5K +287 +11%
SRSA
1668
S.R. Schill & Associates
Washington
$420K -$567K -3,500 -55%
HI
1669
Humankind Investments
New York
$420K +$58K +358 +14%
TIAM2
1670
Tru Independence Asset Management 2
Oregon
$419K -$162K -999 -26%
GHAM
1671
Gilman Hill Asset Management
Connecticut
$419K +$180K +1,110 +64%
RWP
1672
Ridgecrest Wealth Partners
California
$418K – – –
CWP
1673
Corepath Wealth Partners
Arizona
$416K – – –
PWPS
1674
Pinnacle Wealth Planning Services
Ohio
$416K +$19K +117 +4%
KMWM
1675
Keudell/Morrison Wealth Management
Oregon
$415K +$2.27K +14 +0.5%
65 66
67
68 69