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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1701
CIC Wealth
Maryland
$245K +$249K +2,440 New
GKWIM
1702
Gerber Kawasaki Wealth & Investment Management
California
$243K +$16.6K +163 +7%
HAG
1703
HF Advisory Group
Maryland
$243K +$248K +2,428 New
CWA
1704
Cornerstone Wealth Advisors
Minnesota
$243K – – –
WBG
1705
Wharton Business Group
Pennsylvania
$243K +$102 +1 +0%
NC
1706
NinePointTwo Capital
California
$243K +$248K +2,433 New
IF
1707
Ironwood Financial
Arizona
$243K +$204 +2 +0.1%
B
1708
Barings
North Carolina
$242K -$2.14K -21 -0.9%
ACA
1709
Affinity Capital Advisors
California
$242K +$246K +2,417 New
CPW
1710
Crestmont Private Wealth
Texas
$242K +$246K +2,415 New
CCM
1711
Compton Capital Management
Rhode Island
$242K -$104K -1,017 -30%
FWM
1712
Finer Wealth Management
Massachusetts
$242K +$246K +2,412 New
LCM
1713
LCM Capital Management
Illinois
$242K -$21.9K -215 -8%
EWM
1714
Evermay Wealth Management
Virginia
$241K -$97.6K -957 -29%
EW
1715
Element Wealth
Mississippi
$240K +$8.87K +87 +4%
FOA
1716
Five Oceans Advisors
California
$240K -$9.89K -97 -4%
HIG
1717
Heritage Investment Group
Florida
$240K -$21.3K -209 -8%
JCM
1718
Janney Capital Management
Pennsylvania
$240K +$408 +4 +0.2%
FMC
1719
First Merchants Corp
Indiana
$240K -$430K -4,212 -64%
CA
1720
Cresta Advisors
Texas
$240K -$36.6K -359 -13%
PWS
1721
Private Wealth Strategies
Ohio
$240K – – –
BB
1722
Berkshire Bank
Massachusetts
$239K – – –
LCM
1723
Liberty Capital Management
Michigan
$238K – – –
CP
1724
Coho Partners
Pennsylvania
$238K – – –
WCWM
1725
Willow Creek Wealth Management
California
$238K – – –
67 68
69
70 71