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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1651
MBA Advisors
Pennsylvania
$261K -$68.9K -628 -18%
CBA
1652
Coastal Bridge Advisors
Connecticut
$261K +$47.4K +432 +18%
AP
1653
Americana Partners
Texas
$260K -$499K -4,546 -62%
KLWA
1654
Kelly Lawrence W & Associates
California
$260K – – –
SNBOSD
1655
Security National Bank of So Dak
Iowa
$260K – – –
TCPWM
1656
Traverso Chambers Private Wealth Management
California
$260K – – –
FA
1657
Financial Advisors
Massachusetts
$259K – – –
GWM
1658
Greenwich Wealth Management
Connecticut
$258K -$27.2K -248 -8%
JWM
1659
Janiczek Wealth Management
Colorado
$258K +$768 +7 +0.2%
RMC
1660
Resources Management Corp
Connecticut
$256K -$15.7K -143 -5%
LW
1661
Linscomb Wealth
Texas
$256K +$6.58K +60 +2%
LWP
1662
Lumature Wealth Partners
Georgia
$256K +$18.5K +169 +6%
CWP
1663
CFM Wealth Partners
Texas
$255K – – –
GDP
1664
Great Diamond Partners
Maine
$255K – – –
ADMI
1665
Albert D. Mason Inc
Massachusetts
$255K +$32K +292 +12%
RIA
1666
Richwood Investment Advisors
Ohio
$254K – – –
CA
1667
Cresta Advisors
Texas
$254K +$302K +2,751 New
GFS
1668
GYL Financial Synergies
Connecticut
$253K -$17.2K -157 -5%
CRWM
1669
Castle Rock Wealth Management
California
$253K +$329 +3 +0.1%
HFS
1670
Heritage Financial Services
Massachusetts
$253K +$2.63K +24 +0.9%
TLCM
1671
Twin Lakes Capital Management
California
$253K +$300K +2,734 New
CWM
1672
Connecticut Wealth Management
Connecticut
$252K -$82.6K -753 -22%
WPP
1673
Whalerock Point Partners
Rhode Island
$252K – – –
CWM
1674
Campbell Wealth Management
Virginia
$252K +$299K +2,729 New
WWP
1675
WR Wealth Planners
Missouri
$251K +$3.51K +32 +1%
65 66
67
68 69