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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1676
Congress Asset Management
Massachusetts
$415K +$33.1K +204 +8%
AIM
1677
Alhambra Investment Management
Florida
$413K – – –
HFG
1678
Heron Financial Group
New York
$412K -$19.3K -119 -4%
TCPWM
1679
Traverso Chambers Private Wealth Management
California
$412K – – –
BMM
1680
Buffington Mohr McNeal
Idaho
$410K -$21.9K -135 -5%
EL
1681
Essex LLC
Illinois
$410K +$453K +2,797 New
PPP
1682
Private Portfolio Partners
New Jersey
$409K +$233K +1,437 +106%
NAS
1683
Nicolet Advisory Services
Wisconsin
$409K +$13K +80 +3%
NAMM
1684
NorthStar Asset Management (Massachusetts)
Massachusetts
$407K – – –
BCM
1685
Boltwood Capital Management
California
$407K – – –
HWA
1686
Heartwood Wealth Advisors
Virginia
$407K +$10.7K +66 +2%
GWM
1687
Greenwich Wealth Management
Connecticut
$404K +$446K +2,754 New
FC
1688
Forte Capital
New York
$403K -$64.6K -399 -13%
TC
1689
Toews Corporation
New Jersey
$403K +$446K +2,751 New
RZH
1690
Relyea Zuckerberg Hanson
Connecticut
$398K +$19.3K +119 +5%
PCMK
1691
Paragon Capital Management (Kansas)
Kansas
$396K – – –
TLCM
1692
Twin Lakes Capital Management
California
$396K – – –
WAM
1693
WNY Asset Management
New York
$396K – – –
CW
1694
CreativeOne Wealth
Kansas
$396K +$6.97K +43 +2%
KIG
1695
Kessler Investment Group
Indiana
$396K +$389K +2,400 +803%
SN
1696
Sittner & Nelson
Oregon
$395K +$162 +1 +0%
VIM
1697
Vista Investment Management
Pennsylvania
$395K +$5.02K +31 +1%
SAM
1698
S.A. Mason
Michigan
$395K +$65.3K +403 +18%
APG
1699
Abacus Planning Group
South Carolina
$394K -$2.11K -13 -0.5%
CSWG
1700
Cardinal Strategic Wealth Guidance
Kentucky
$393K – – –
66 67
68
69 70