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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
1726
Jacobson & Schmitt Advisors
Wisconsin
$259K – – –
BFM
1727
Boothbay Fund Management
New York
$259K +$253K +1,317 New
TFA
1728
Toth Financial Advisory
Virginia
$258K +$770 +4 +0.3%
GFP
1729
Gryphon Financial Partners
Ohio
$258K +$252K +1,308 New
CCB
1730
Cutter & Co Brokerage
Missouri
$258K +$252K +1,312 New
FIM
1731
Frontier Investment Management
Texas
$257K +$251K +1,307 New
DWM
1732
Darwin Wealth Management
Florida
$256K +$26.7K +139 +12%
LWIC
1733
Leith Wheeler Investment Counsel
British Columbia, Canada
$254K +$248K +1,290 New
NCM
1734
Nelson Capital Management
California
$251K – – –
SXL
1735
Summit X LLC
Missouri
$251K +$244K +1,268 New
MIM
1736
MPI Investment Management
Illinois
$250K +$245K +1,273 New
FAT
1737
First American Trust
California
$249K +$17.3K +90 +8%
CAN
1738
Claraphi Advisory Network
United States
$249K +$244K +1,267 New
SGA
1739
Strategic Global Advisors
California
$248K – – –
KFGK
1740
Keystone Financial Group (Kentucky)
Kentucky
$248K +$238K +1,238 New
RA
1741
Rational Advisors
New York
$247K -$529K -2,750 -69%
CIP
1742
Convergence Investment Partners
Florida
$247K +$7.89K +41 +3%
OCM
1743
One Capital Management
California
$247K +$11.4K +59 +5%
TAMH
1744
Taikang Asset Management (HK)
Hong Kong
$246K +$240K +1,249 New
ACA
1745
Ackerman Capital Advisors
Texas
$246K +$270K +1,402 New
NFG
1746
Nations Financial Group
Iowa
$245K – – –
HFP
1747
Holistic Financial Partners
Indiana
$245K +$239K +1,244 New
LRIA
1748
Leonard Rickey Investment Advisors
Washington
$245K +$240K +1,245 New
IP
1749
Isthmus Partners
Wisconsin
$243K – – –
DDPIC
1750
Deroy & Devereaux Private Investment Counsel
Michigan
$241K +$11.4K +59 +5%
68 69
70
71 72