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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
1651
Elwood & Goetz Wealth Advisory Group
Georgia
$266K +$14.7K +100 +6%
CGL
1652
Clarius Group LLC
Washington
$265K +$14.8K +101 +6%
MFWP
1653
Mosaic Family Wealth Partners
Missouri
$265K – – –
BWFA
1654
Baltimore-Washington Financial Advisors
Maryland
$265K -$4.85K -33 -2%
GD
1655
Grandfield & Dodd
New York
$265K -$55.1K -375 -17%
HZ
1656
Hixon Zuercher
Ohio
$264K – – –
IWN
1657
Independent Wealth Network
Iowa
$264K – – –
CH
1658
Cromwell Holdings
Wyoming
$263K – – –
WGC
1659
Watts Gwilliam & Co
Arizona
$263K -$28.6K -195 -10%
PWM
1660
Palacios Wealth Management
Florida
$263K -$3.97K -27 -1%
FSA
1661
Fort Sheridan Advisors
Illinois
$263K -$88.2K -600 -25%
KMWM
1662
Keudell/Morrison Wealth Management
Oregon
$263K -$18.4K -125 -7%
NG
1663
Northstar Group
New York
$262K +$263K +1,787 New
PCP
1664
Proficio Capital Partners
Massachusetts
$261K +$31.6K +215 +14%
SAM
1665
SP Asset Management
California
$261K -$86.5K -589 -25%
AIM
1666
Anchor Investment Management
South Carolina
$261K +$28.8K +196 +12%
CFA
1667
CWS Financial Advisors
Michigan
$261K – – –
LCM
1668
LCM Capital Management
Illinois
$261K -$3.53K -24 -1%
MIC
1669
Means Investment Company
Maine
$260K +$294 +2 +0.1%
BB
1670
Berkshire Bank
Massachusetts
$260K -$16.3K -111 -6%
SAM
1671
Simplify Asset Management
Nevada
$260K -$3.54M -24,101 -93%
CT
1672
Clearstead Trust
Maine
$260K +$1.91K +13 +0.7%
SEP
1673
Southland Equity Partners
Missouri
$259K -$14.5K -99 -5%
GKWIM
1674
Gerber Kawasaki Wealth & Investment Management
California
$259K +$14.4K +98 +6%
GIM
1675
Gold Investment Management
Alberta, Canada
$258K -$8.96K -61 -3%
65 66
67
68 69