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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASFA
1751
All Season Financial Advisors
Colorado
$414K +$417K +2,496 New
KPW
1752
Kore Private Wealth
New York
$411K +$167 +1 +0%
PMFA
1753
Plante Moran Financial Advisors
Michigan
$409K -$22.7K -136 -5%
AC
1754
Alexandria Capital
Virginia
$408K +$89.1K +534 +28%
PCM
1755
Poehling Capital Management
Wisconsin
$407K -$454K -2,718 -53%
CWA
1756
Cornerstone Wealth Advisors
Minnesota
$406K +$62.9K +377 +18%
LNWTC
1757
Laird Norton Wetherby Trust Company
Washington
$405K -$83.6K -501 -17%
MWM
1758
Merriman Wealth Management
Washington
$405K +$21.4K +128 +6%
CWM
1759
Cornerstone Wealth Management
Missouri
$404K +$22.7K +136 +6%
CFG
1760
Cooper Financial Group
California
$403K -$282K -1,690 -41%
WBG
1761
Wharton Business Group
Pennsylvania
$402K – – –
OIA
1762
Optimum Investment Advisors
Illinois
$401K -$22.7K -136 -5%
AWM
1763
Apollon Wealth Management
South Carolina
$401K +$167 +1 +0%
MGAM
1764
McGowan Group Asset Management
Texas
$401K +$834 +5 +0.2%
SWM
1765
Sugarloaf Wealth Management
Georgia
$398K +$4K +24 +1%
GIM
1766
Greylin Investment Management
Virginia
$397K -$120K -717 -23%
CAM
1767
Cozad Asset Management
Illinois
$397K -$32.2K -193 -7%
ACM
1768
Armbruster Capital Management
New York
$397K – – –
PWS
1769
Private Wealth Strategies
Ohio
$397K – – –
HC
1770
Hatton Consulting
Arizona
$396K +$398K +2,385 New
AG
1771
AlphaSimPlex Group
Massachusetts
$396K +$398K +2,387 New
SAM
1772
Secure Asset Management
Michigan
$395K -$89.4K -536 -18%
HSWM
1773
Hubbell Strickland Wealth Management
Louisiana
$395K +$668 +4 +0.2%
WCWM
1774
Willow Creek Wealth Management
California
$395K +$834 +5 +0.2%
NFG
1775
Nadler Financial Group
Illinois
$393K +$1.33K +8 +0.3%
69 70
71
72 73