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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1801
Court Place Advisors
Maryland
$273K – – –
QT
1802
Quantbot Technologies
New York
$272K -$906K -7,493 -75%
IP
1803
Investment Partners
Ohio
$272K -$2.18K -18 -0.7%
GKWIM
1804
Gerber Kawasaki Wealth & Investment Management
California
$270K +$28.9K +239 +11%
DOA
1805
D'Orazio & Associates
Virginia
$270K +$86.9K +719 +41%
PG
1806
Patten Group
Tennessee
$269K -$273K -2,255 -48%
SF
1807
Symphony Financial
Texas
$269K -$64.4K -533 -18%
AWM
1808
Axxcess Wealth Management
California
$268K -$10.2K -84 -3%
ADMI
1809
Albert D. Mason Inc
Massachusetts
$267K +$7.86K +65 +3%
CC
1810
Centiva Capital
New York
$267K +$298K +2,469 New
AIS
1811
AM Investment Strategies
Tennessee
$266K -$82.5K -683 -22%
KOC
1812
Koss-Olinger Consulting
Florida
$266K +$86.1K +712 +41%
PJSIMP
1813
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K -$64.1K -530 -19%
OTL
1814
Oak Thistle LLC
New York
$265K +$297K +2,454 New
LTI
1815
Laffer Tengler Investments
Tennessee
$264K – – –
CA
1816
Carson Advisory
Georgia
$263K -$21.5K -178 -7%
CA
1817
Cambridge Advisors
Nebraska
$263K -$7.25K -60 -2%
CWA
1818
Cornerstone Wealth Advisors
Minnesota
$262K – – –
WBG
1819
Wharton Business Group
Pennsylvania
$262K – – –
BMA
1820
Brooks Moore & Associates
Tennessee
$261K – – –
NDSI
1821
Newman Dignan & Sheerar Inc
Rhode Island
$260K +$5.92K +49 +2%
T
1822
TCWP
Ohio
$260K +$32.4K +268 +13%
EA
1823
Eudaimonia Advisors
Tennessee
$260K +$291K +2,406 New
RHBC
1824
R.H. Bluestein & Co
Michigan
$259K -$43.4K -359 -13%
IC
1825
Intersect Capital
California
$259K -$23.8K -197 -8%
71 72
73
74 75