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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1701
Cornerstone Wealth Advisors
Minnesota
$243K – – –
WBG
1702
Wharton Business Group
Pennsylvania
$243K +$102 +1 +0%
NC
1703
NinePointTwo Capital
California
$243K +$248K +2,433 New
IF
1704
Ironwood Financial
Arizona
$243K +$204 +2 +0.1%
B
1705
Barings
North Carolina
$242K -$2.14K -21 -0.9%
ACA
1706
Affinity Capital Advisors
California
$242K +$246K +2,417 New
CPW
1707
Crestmont Private Wealth
Texas
$242K +$246K +2,415 New
CCM
1708
Compton Capital Management
Rhode Island
$242K -$104K -1,017 -30%
FWM
1709
Finer Wealth Management
Massachusetts
$242K +$246K +2,412 New
LCM
1710
LCM Capital Management
Illinois
$242K -$21.9K -215 -8%
EWM
1711
Evermay Wealth Management
Virginia
$241K -$97.6K -957 -29%
EW
1712
Element Wealth
Mississippi
$240K +$8.87K +87 +4%
FOA
1713
Five Oceans Advisors
California
$240K -$9.89K -97 -4%
HIG
1714
Heritage Investment Group
Florida
$240K -$21.3K -209 -8%
JCM
1715
Janney Capital Management
Pennsylvania
$240K +$408 +4 +0.2%
FMC
1716
First Merchants Corp
Indiana
$240K -$430K -4,212 -64%
CA
1717
Cresta Advisors
Texas
$240K -$36.6K -359 -13%
PWS
1718
Private Wealth Strategies
Ohio
$240K – – –
BB
1719
Berkshire Bank
Massachusetts
$239K – – –
LCM
1720
Liberty Capital Management
Michigan
$238K – – –
CP
1721
Coho Partners
Pennsylvania
$238K – – –
WCWM
1722
Willow Creek Wealth Management
California
$238K – – –
PFGIA
1723
Patriot Financial Group Insurance Agency
Massachusetts
$238K +$242K +2,374 New
CICI
1724
Capital Investment Counsel Inc
North Carolina
$238K +$5.92K +58 +3%
RFG
1725
RFP Financial Group
Georgia
$237K +$241K +2,368 New
67 68
69
70 71