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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1726
Corepath Wealth Partners
Arizona
$426K +$12.1K +81 +3%
PA
1727
Perennial Advisors
New York
$426K +$133K +891 +45%
BSA
1728
Bull Street Advisors
Georgia
$425K -$26.2K -176 -6%
IP
1729
Investment Partners
Ohio
$424K +$111K +743 +35%
IIC
1730
Integrated Investment Consultants
Michigan
$424K +$129K +869 +44%
OWM
1731
Opes Wealth Management
California
$423K +$424K +2,848 New
CWP
1732
CFM Wealth Partners
Texas
$422K -$6.41K -43 -1%
MS
1733
Madden Securities
Texas
$421K -$115K -769 -21%
BCP
1734
Berkeley Capital Partners
Georgia
$421K +$171K +1,147 +68%
AIM
1735
Alhambra Investment Management
Florida
$418K – – –
TCPWM
1736
Traverso Chambers Private Wealth Management
California
$418K – – –
PCP
1737
Proficio Capital Partners
Massachusetts
$417K -$27.3K -183 -6%
VIM
1738
Vista Investment Management
Pennsylvania
$417K +$17.4K +117 +4%
HIG
1739
Heritage Investment Group
Florida
$417K +$418K +2,805 New
VWA
1740
V Wealth Advisors
Kansas
$416K -$46K -309 -10%
FCM
1741
Firestone Capital Management
Florida
$414K – – –
RZH
1742
Relyea Zuckerberg Hanson
Connecticut
$413K +$22.5K +151 +6%
CPWA
1743
Cerro Pacific Wealth Advisors
California
$412K -$125K -842 -23%
BCM
1744
Boltwood Capital Management
California
$412K – – –
PPP
1745
Private Portfolio Partners
New Jersey
$410K -$4.92K -33 -1%
ITIM
1746
Indiana Trust & Investment Management
Indiana
$409K -$53.3K -358 -11%
PCS
1747
Personal CFO Solutions
New Jersey
$409K -$22K -148 -5%
PTCG
1748
Pring Turner Capital Group
California
$409K +$410K +2,751 New
CA
1749
Carson Advisory
Georgia
$408K +$409K +2,747 New
PMFA
1750
Plante Moran Financial Advisors
Michigan
$407K -$33.7K -226 -8%
68 69
70
71 72