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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
1851
Trinity Legacy Partners
Texas
$330K +$297K +1,985 New
EGWAG
1852
Elwood & Goetz Wealth Advisory Group
Georgia
$329K – – –
JHP
1853
James Hambro & Partners
United Kingdom
$328K +$304K +2,033 New
SIC
1854
Sigma Investment Counselors
Michigan
$327K -$94.5K -631 -24%
IF
1855
Ironwood Financial
Arizona
$327K – – –
EIG
1856
Ellenbecker Investment Group
Wisconsin
$326K -$16.9K -113 -5%
MCG
1857
McCollum Christoferson Group
New York
$325K – – –
SF
1858
Symphony Financial
Texas
$325K +$66.5K +444 +29%
LC
1859
Lincoln Capital
Nebraska
$324K – – –
AIC
1860
Archer Investment Corporation
Indiana
$323K +$65.7K +439 +28%
SBWIC
1861
Schaper Benz & Wise Investment Counsel
Wisconsin
$322K – – –
PA
1862
Perennial Advisors
New York
$319K -$18K -120 -6%
QPWM
1863
Quadrant Private Wealth Management
Pennsylvania
$319K – – –
KFA
1864
Kelleher Financial Advisors
New York
$318K – – –
I2I
1865
Insight 2811 Inc
Illinois
$318K +$17.8K +119 +6%
CBT
1866
CoreFirst Bank & Trust
Kansas
$317K – – –
JWM
1867
Janiczek Wealth Management
Colorado
$316K +$38.9K +260 +15%
BFG
1868
Beacon Financial Group
Texas
$315K – – –
WCA
1869
Westover Capital Advisors
Delaware
$312K – – –
GSEP
1870
Golden State Equity Partners
California
$312K +$290K +1,936 New
SC
1871
Sierra Capital
Florida
$311K +$289K +1,933 New
AC
1872
Alexandria Capital
Virginia
$310K -$86.8K -580 -23%
TWM
1873
TriaGen Wealth Management
California
$309K -$110K -735 -28%
WP
1874
WealthPLAN Partners
Nebraska
$308K -$256K -1,709 -48%
FIA
1875
Foundations Investment Advisors
Arizona
$308K +$283K +1,888 New
73 74
75
76 77