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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
PNAA
1776
Pictet North America Advisors
Switzerland
$306K – – –
LAI
1777
Legal Advantage Investments
California
$306K +$297K +2,093 New
SFG
1778
Summit Financial Group
West Virginia
$305K -$6.81K -48 -2%
RHFI
1779
Reilly Herbert Faulkner III
$303K – – –
LC
1780
Lindbrook Capital
California
$303K +$5.11K +36 +2%
HKAM
1781
Horizon Kinetics Asset Management
New York
$302K -$75.8K -534 -21%
EI
1782
Ethic Inc
New York
$302K -$45.4K -320 -13%
PO
1783
Private Ocean
California
$302K – – –
MWM
1784
Merriman Wealth Management
Washington
$302K +$2.56K +18 +0.9%
AA
1785
Aufman Associates
Pennsylvania
$301K -$2.41K -17 -0.8%
SC
1786
Steph & Co
Wisconsin
$301K – – –
CWM
1787
Cornerstone Wealth Management
Missouri
$300K +$5.96K +42 +2%
RWI
1788
Red Wave Investments
Pennsylvania
$300K +$291K +2,051 New
CPSAC
1789
Chas P. Smith & Associates (CPS)
Florida
$299K -$74K -521 -20%
EGWAG
1790
Elwood & Goetz Wealth Advisory Group
Georgia
$299K – – –
AIA
1791
Affinity Investment Advisors
California
$299K +$290K +2,043 New
AIA
1792
Angeles Investment Advisors
California
$297K – – –
CCP
1793
Cardan Capital Partners
Colorado
$297K – – –
BCP
1794
Blue Chip Partners
Michigan
$297K +$53.4K +376 +23%
IF
1795
Ironwood Financial
Arizona
$297K +$276K +1,941 +2,157%
MWNA
1796
Marshall Wace North America
New York
$296K -$11.3M -79,875 -98%
MCG
1797
McCollum Christoferson Group
New York
$295K -$169K -1,189 -37%
IC
1798
Inscription Capital
Texas
$295K – – –
FWP
1799
FAS Wealth Partners
Kansas
$295K +$710 +5 +0.2%
GWSG
1800
GPS Wealth Strategies Group
Colorado
$295K +$7.95K +56 +3%
70 71
72
73 74