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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1676
1858 Wealth Management
Ohio
$249K -$11.5K -88 -4%
JCM
1677
Janney Capital Management
Pennsylvania
$249K – – –
JWBC
1678
J.W. Burns & Co
New York
$248K – – –
FC
1679
Fairscale Capital
New Hampshire
$248K -$7.21K -55 -3%
TCOTS
1680
Trust Company of the South
North Carolina
$247K -$131 -1 -0.1%
CAG
1681
Centerpoint Advisory Group
Kansas
$247K +$251K +1,917 New
WDL
1682
Well Done LLC
Michigan
$247K – – –
KMWM
1683
Keudell/Morrison Wealth Management
Oregon
$247K +$1.71K +13 +0.7%
CRIG
1684
Charter Research & Investment Group
Connecticut
$247K – – –
NSB
1685
Norway Savings Bank
Maine
$246K +$5.25K +40 +2%
HAG
1686
HF Advisory Group
Maryland
$246K -$34.9K -266 -12%
PFS
1687
Prospect Financial Services
New York
$245K -$97.2K -741 -28%
PWM
1688
PBMares Wealth Management
Virginia
$245K +$131 +1 +0.1%
TF
1689
Tudor Financial
Ohio
$245K – – –
BB
1690
Berkshire Bank
Massachusetts
$243K -$4.33K -33 -2%
KLI
1691
Kelman-Lazarov Inc
Tennessee
$243K +$247K +1,880 New
I
1692
InceptionR
California
$242K -$474K -3,616 -66%
MJRIC
1693
Mogy Joel R Investment Counsel
California
$242K – – –
AG
1694
Advocate Group
Minnesota
$242K – – –
HCM
1695
Hollencrest Capital Management
California
$241K – – –
MADFP
1696
Michael A Dubis Financial Planning
Wisconsin
$241K +$245K +1,868 New
SAM
1697
S.A. Mason
Michigan
$241K -$45.6K -348 -16%
SEP
1698
Southland Equity Partners
Missouri
$241K +$3.15K +24 +1%
APG
1699
Abacus Planning Group
South Carolina
$239K +$1.31K +10 +0.5%
MAWA
1700
Moss Adams Wealth Advisors
Washington
$239K +$18.9K +144 +8%
66 67
68
69 70