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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1676
AA Financial Advisors
Ohio
$285K -$11K -67 -4%
SWM
1677
Sterling Wealth Management
Illinois
$285K – – –
CFA
1678
CWS Financial Advisors
Michigan
$285K – – –
MIC
1679
Means Investment Company
Maine
$285K +$164 +1 +0.1%
IIC
1680
Ironwood Investment Counsel
Arizona
$284K +$290K +1,772 New
JF
1681
JMN Financial
Ohio
$284K +$290K +1,771 New
LEA
1682
Legacy Edge Advisors
New York
$282K -$4.42K -27 -2%
HIG
1683
Heritage Investment Group
Florida
$282K +$8.5K +52 +3%
GIM
1684
Gold Investment Management
Alberta, Canada
$282K -$164 -1 -0.1%
GBT
1685
Grove Bank & Trust
Florida
$282K +$7.36K +45 +3%
SAM
1686
S.A. Mason
Michigan
$282K +$164 +1 +0.1%
MWM
1687
Mosley Wealth Management
California
$281K +$295K +1,801 New
AIM
1688
Anchor Investment Management
South Carolina
$281K – – –
EW
1689
Element Wealth
Mississippi
$281K -$9.97K -61 -3%
AG
1690
Advocate Group
Minnesota
$280K – – –
SEP
1691
Southland Equity Partners
Missouri
$280K -$2.78K -17 -1%
SP
1692
SmartHarvest Portfolios
Washington
$279K +$285K +1,743 New
MF
1693
Montis Financial
Massachusetts
$279K – – –
BCM
1694
Bannerstone Capital Management
Minnesota
$279K +$285K +1,740 New
FCM
1695
Firestone Capital Management
Florida
$278K – – –
PL
1696
Perpetual Ltd
Australia
$278K +$284K +1,735 New
OL
1697
Optas LLC
Texas
$277K +$18.8K +115 +7%
CCFM
1698
Clear Creek Financial Management
Washington
$276K +$5.4K +33 +2%
MCM
1699
Monument Capital Management
Virginia
$276K +$3.76K +23 +1%
WT
1700
WHI Trust
Illinois
$276K +$282K +1,724 New
66 67
68
69 70