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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1801
Sheets Smith Wealth Management
North Carolina
$359K +$449 +3 +0.1%
GWSG
1802
GPS Wealth Strategies Group
Colorado
$359K +$31.6K +211 +10%
SFG
1803
Sather Financial Group
Texas
$359K +$71.6K +478 +27%
LAI
1804
Legal Advantage Investments
California
$357K +$18.4K +123 +6%
CPA
1805
Court Place Advisors
Maryland
$356K – – –
CCP
1806
Cardan Capital Partners
Colorado
$356K +$26.9K +180 +9%
FAN
1807
Financial Advisors Network
California
$355K +$70.1K +468 +27%
MIC
1808
Means Investment Company
Maine
$353K +$7.33K +49 +2%
WGAM
1809
Wilkinson Global Asset Management
New York
$353K +$328K +2,192 New
XS
1810
XR Securities
Illinois
$353K +$328K +2,192 New
FSC
1811
Full Sail Capital
Oklahoma
$352K +$52.2K +349 +19%
CCA
1812
Conestoga Capital Advisors
Pennsylvania
$351K -$415K -2,774 -56%
SICM
1813
Sustainable Insight Capital Management
New York
$351K – – –
CHP
1814
Cable Hill Partners
Oregon
$351K +$53.7K +359 +20%
MA
1815
MONECO Advisors
Connecticut
$349K +$15.1K +101 +5%
SEEDPG
1816
S.E.E.D. Planning Group
New York
$349K +$324K +2,166 New
IP
1817
Investment Partners
Ohio
$347K +$2.1K +14 +0.7%
FWP
1818
FAS Wealth Partners
Kansas
$347K +$20.8K +139 +7%
TIA
1819
Traphagen Investment Advisors
New Jersey
$346K +$322K +2,148 New
LC
1820
Lindbrook Capital
California
$346K +$11.5K +77 +4%
GIM
1821
Groesbeck Investment Management
New Jersey
$345K – – –
IIC
1822
Integrated Investment Consultants
Michigan
$344K -$48.2K -322 -13%
FNBOSM
1823
First National Bank of South Miami
Florida
$344K -$1.5K -10 -0.5%
DDPIC
1824
Deroy & Devereaux Private Investment Counsel
Michigan
$344K – – –
JLBC
1825
J.L. Bainbridge & Co
Florida
$343K -$299 -2 -0.1%
71 72
73
74 75