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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1676
Pictet North America Advisors
Switzerland
$273K – – –
JIM
1677
Jupiter Investment Management
United Kingdom
$272K -$16.6K -132 -6%
LC
1678
Lindbrook Capital
California
$272K +$7.43K +59 +3%
TSA
1679
Tri-Star Advisors
Texas
$272K +$256K +2,033 New
AA
1680
Aufman Associates
Pennsylvania
$271K -$27.5K -218 -10%
GSWM
1681
Golden State Wealth Management
California
$271K +$32.3K +256 +14%
MFG
1682
Merit Financial Group
Georgia
$270K -$5.04K -40 -2%
COF
1683
Capital One Financial
Virginia
$270K +$252 +2 +0.1%
GCP
1684
GSA Capital Partners
United Kingdom
$270K +$260K +2,067 New
LC
1685
Lincoln Capital
Nebraska
$269K – – –
SSWM
1686
Sheets Smith Wealth Management
North Carolina
$269K +$260K +2,061 New
SC
1687
Steph & Co
Wisconsin
$268K -$19.7K -156 -7%
FIM
1688
Freedom Investment Management
Connecticut
$267K -$241K -1,910 -48%
ONST
1689
Old North State Trust
North Carolina
$267K -$7.94K -63 -3%
NQWM
1690
Northwest Quadrant Wealth Management
Oregon
$267K +$24.9K +198 +11%
GIA
1691
Gladstone Institutional Advisory
Florida
$266K -$118K -938 -32%
EGWAG
1692
Elwood & Goetz Wealth Advisory Group
Georgia
$266K – – –
FWP
1693
FAS Wealth Partners
Kansas
$266K +$756 +6 +0.3%
LWM
1694
Laidlaw Wealth Management
New York
$266K +$257K +2,036 New
AIA
1695
Angeles Investment Advisors
California
$265K -$124K -983 -33%
OWP
1696
Obermeyer Wealth Partners
Colorado
$265K – – –
NCM
1697
Novare Capital Management
North Carolina
$265K +$3.78K +30 +1%
RFN
1698
RDA Financial Network
Iowa
$265K +$9.45K +75 +4%
IA
1699
IndexIQ Advisors
New York
$265K +$226K +1,796 +755%
WA
1700
Wealth Alliance
New York
$264K +$255K +2,021 New
66 67
68
69 70