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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1876
Cypress Asset Management
Texas
$269K -$2.51M -18,852 -90%
WP
1877
WealthSource Partners
California
$269K -$13.8K -104 -5%
ACWM
1878
Adams Chetwood Wealth Management
North Carolina
$268K -$399K -2,999 -58%
PCP
1879
Proficio Capital Partners
Massachusetts
$268K -$81.4K -612 -22%
HZ
1880
Hixon Zuercher
Ohio
$268K – – –
IC
1881
Inscription Capital
Texas
$267K -$75K -564 -21%
WA
1882
Wealth Architects
California
$267K -$9.18K -69 -3%
T
1883
TCWP
Ohio
$266K +$23.7K +178 +9%
EWM
1884
Echo Wealth Management
Minnesota
$265K – – –
CFA
1885
Compass Financial Advisors
Indiana
$264K -$45.3K -341 -14%
ACM
1886
Armbruster Capital Management
New York
$264K -$19.8K -149 -7%
LBC
1887
Lawrence B. Cohen
$263K -$508K -3,821 -64%
RF
1888
Resolute Financial
Massachusetts
$263K +$1.33K +10 +0.5%
VFA
1889
Voya Financial Advisors
Connecticut
$263K +$1.6K +12 +0.6%
WI
1890
WrapManager Inc
California
$263K +$56.8K +427 +25%
GA
1891
GoalVest Advisory
New York
$263K +$281K +2,115 New
RRA
1892
Round Rock Advisors
Connecticut
$262K -$11.8K -89 -4%
FFA
1893
Founders Financial Alliance
North Carolina
$261K – – –
PNAA
1894
Pictet North America Advisors
Switzerland
$261K – – –
CPSAC
1895
Chas P. Smith & Associates (CPS)
Florida
$261K +$25.8K +194 +10%
MA
1896
MJP Associates
Connecticut
$260K +$41.6K +313 +18%
CSIA
1897
Carl Stuart Investment Advisor
Texas
$259K – – –
TSA
1898
Tri-Star Advisors
Texas
$259K +$15.8K +119 +6%
AWM
1899
Angeles Wealth Management
California
$259K +$276K +2,079 New
HWA
1900
HCR Wealth Advisors
California
$259K +$277K +2,082 New
74 75
76
77 78