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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1751
Westover Capital Advisors
Delaware
$261K +$28.7K +213 +12%
VNA
1752
Valley National Advisers
Pennsylvania
$260K -$2.83K -21 -1%
FWM
1753
Foresight Wealth Management
Utah
$259K +$260K +1,933 New
CWM
1754
Confluence Wealth Management
Oregon
$258K -$158K -1,174 -38%
EWM
1755
Executive Wealth Management
Michigan
$258K +$2.69K +20 +1%
BL
1756
Balentine LLC
Georgia
$257K +$8.47K +63 +3%
NCM
1757
Novare Capital Management
North Carolina
$256K -$16K -119 -6%
TCM
1758
Tradewinds Capital Management
Washington
$255K -$2.83K -21 -1%
FIM
1759
Freedom Investment Management
Connecticut
$254K -$21.3K -158 -8%
OMIC
1760
Old Mission Investment Co
Michigan
$254K +$8.21K +61 +3%
COF
1761
Capital One Financial
Virginia
$253K -$23.5K -175 -8%
FC
1762
Ferris Capital
Massachusetts
$253K +$6.19K +46 +2%
NAS
1763
Nicolet Advisory Services
Wisconsin
$252K -$92.1K -685 -27%
DI
1764
DAGCO Inc
Ohio
$252K -$32.1K -239 -11%
GIA
1765
Gladstone Institutional Advisory
Florida
$251K -$22.6K -168 -8%
RCG
1766
Rock Creek Group
District of Columbia
$250K -$122K -909 -33%
MMA
1767
Miracle Mile Advisors
California
$250K +$252K +1,871 New
SAM
1768
Strategy Asset Managers
California
$248K -$5.11K -38 -2%
LP
1769
LGL Partners
Pennsylvania
$248K – – –
WBC
1770
West Branch Capital
Massachusetts
$248K +$4.98K +37 +2%
SOAMC
1771
Spirit of America Management Corp
New York
$247K -$40.2K -299 -14%
FSC
1772
Full Sail Capital
Oklahoma
$247K – – –
RGIA
1773
Rainier Group Investment Advisory
Washington
$247K +$35.9K +267 +17%
BI
1774
Ballast Inc
Kentucky
$245K -$37.9K -282 -13%
GLA
1775
Good Life Advisors
Pennsylvania
$245K -$24.3K -181 -9%
69 70
71
72 73