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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1751
Relyea Zuckerberg Hanson
Connecticut
$413K +$22.5K +151 +6%
CPWA
1752
Cerro Pacific Wealth Advisors
California
$412K -$125K -842 -23%
BCM
1753
Boltwood Capital Management
California
$412K – – –
PPP
1754
Private Portfolio Partners
New Jersey
$410K -$4.92K -33 -1%
ITIM
1755
Indiana Trust & Investment Management
Indiana
$409K -$53.3K -358 -11%
PCS
1756
Personal CFO Solutions
New Jersey
$409K -$22K -148 -5%
PTCG
1757
Pring Turner Capital Group
California
$409K +$410K +2,751 New
CA
1758
Carson Advisory
Georgia
$408K +$409K +2,747 New
PMFA
1759
Plante Moran Financial Advisors
Michigan
$407K -$33.7K -226 -8%
SF
1760
Summit Financial
New Jersey
$407K +$9.98K +67 +3%
ABP
1761
Arthur B. Page
$405K -$75.7K -508 -16%
TSS
1762
Two Sigma Securities
New York
$404K -$153K -1,024 -27%
PWPS
1763
Pinnacle Wealth Planning Services
Ohio
$404K -$18.2K -122 -4%
HFS
1764
Heritage Financial Services
Massachusetts
$404K +$406K +2,726 New
SA
1765
Shilanski & Associates
Alaska
$403K -$40.1K -269 -9%
IC
1766
Inscription Capital
Texas
$402K +$63.5K +426 +19%
WH
1767
Willner & Heller
California
$402K +$408K +2,740 New
TLCM
1768
Twin Lakes Capital Management
California
$401K – – –
WAM
1769
WNY Asset Management
New York
$401K – – –
SAM
1770
S.A. Mason
Michigan
$401K +$596 +4 +0.1%
SN
1771
Sittner & Nelson
Oregon
$400K +$149 +1 +0%
PP
1772
Patron Partners
Texas
$399K +$93.4K +627 +30%
HNWAG
1773
High Net Worth Advisory Group
Florida
$399K +$400K +2,687 New
CSWG
1774
Cardinal Strategic Wealth Guidance
Kentucky
$398K – – –
KMWM
1775
Keudell/Morrison Wealth Management
Oregon
$396K -$23.8K -160 -6%
69 70
71
72 73