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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1801
Creative Financial Designs
Indiana
$378K +$82.4K +494 +28%
GP
1802
Girard Partners
Pennsylvania
$376K -$11.8K -71 -3%
MA
1803
MONECO Advisors
Connecticut
$376K +$16.5K +99 +5%
DE
1804
Day & Ennis
Georgia
$375K – – –
NQWM
1805
Northwest Quadrant Wealth Management
Oregon
$375K +$2.34K +14 +0.6%
WFI
1806
West Family Investments
California
$375K +$377K +2,259 New
KIG
1807
Kowal Investment Group
Wisconsin
$373K -$13.2K -79 -3%
BOM
1808
Bank of Marin
California
$373K +$2.17K +13 +0.6%
BWM
1809
Benchmark Wealth Management
Connecticut
$372K – – –
WP
1810
WealthSource Partners
California
$372K +$70.8K +424 +23%
OCM
1811
One Capital Management
California
$372K +$374K +2,244 New
NDSI
1812
Newman Dignan & Sheerar Inc
Rhode Island
$371K – – –
MWNA
1813
Marshall Wace North America
New York
$370K -$604K -3,619 -62%
SFG
1814
Sather Financial Group
Texas
$370K – – –
SLT
1815
St Louis Trust
Missouri
$370K – – –
WWM
1816
Western Wealth Management
Colorado
$370K +$372K +2,228 New
LAI
1817
Legal Advantage Investments
California
$368K +$167 +1 +0%
CCP
1818
Cardan Capital Partners
Colorado
$367K – – –
CPA
1819
Court Place Advisors
Maryland
$367K – – –
SICM
1820
Sustainable Insight Capital Management
New York
$367K +$5.34K +32 +1%
EN1L
1821
Engine No 1 LLC
California
$367K +$368K +2,208 New
MIC
1822
Means Investment Company
Maine
$365K +$501 +3 +0.1%
MWA
1823
MFA Wealth Advisors
Pennsylvania
$364K -$188K -1,125 -34%
WGAM
1824
Wilkinson Global Asset Management
New York
$364K – – –
CAGAS
1825
Capital Advisory Group Advisory Services
Minnesota
$364K +$108K +645 +42%
71 72
73
74 75