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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1801
Arkadios Wealth Advisors
Georgia
$226K +$237K +1,691 New
GIM
1802
Greylin Investment Management
Virginia
$225K – – –
WLIM
1803
White Lighthouse Investment Management
Massachusetts
$225K – – –
VST
1804
Van Strum & Towne
California
$224K -$7.42K -53 -3%
KMWM
1805
Keudell/Morrison Wealth Management
Oregon
$224K -$5.74K -41 -3%
CFSG
1806
Community Financial Services Group
Vermont
$224K +$213K +1,521 New
SFP
1807
Shepherd Financial Partners
Massachusetts
$223K – – –
FHC
1808
First Heartland Consultants
Missouri
$223K +$7.84K +56 +4%
PCM
1809
Perritt Capital Management
Illinois
$222K -$45K -321 -18%
PBO
1810
Peoples Bank (Ohio)
Ohio
$222K – – –
CTB
1811
Country Trust Bank
Illinois
$221K -$840 -6 -0.4%
RWM
1812
Ritholtz Wealth Management
New York
$221K +$210K +1,499 New
HCM
1813
Hollencrest Capital Management
California
$220K – – –
TI
1814
Truehand Inc
New Hampshire
$220K – – –
VC
1815
Vestor Capital
Illinois
$220K +$209K +1,493 New
SWM
1816
Shakespeare Wealth Management
Wisconsin
$219K – – –
RBFC
1817
Roman Butler Fullerton & Co
Missouri
$219K +$208K +1,484 New
ABTD
1818
Arvest Bank Trust Division
Oklahoma
$218K – – –
FGAM
1819
Financial Gravity Asset Management
Texas
$218K – – –
MIAS
1820
Mason Investment Advisory Services
Virginia
$218K +$207K +1,477 New
WA
1821
Waverly Advisors
Alabama
$217K -$64.7K -462 -22%
IFS
1822
Ifrah Financial Services
Arkansas
$217K – – –
JC
1823
Jentner Corp
Ohio
$217K +$280 +2 +0.1%
CF
1824
Centaurus Financial
California
$214K -$4.34K -31 -2%
AAS
1825
Annex Advisory Services
Wisconsin
$213K -$32.4K -231 -14%
71 72
73
74 75