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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1926
Carmichael Hill & Associates
Maryland
$77K +$73.3K +523 New
CBT
1927
Central Bank & Trust
Kentucky
$75K -$12.6K -90 -15%
LWS
1928
Lucia Wealth Services
California
$74K -$20K -143 -22%
GAM
1929
Gemmer Asset Management
California
$74K -$1.26K -9 -2%
GEA
1930
Glen Eagle Advisors
New Jersey
$71.1K -$20.9K -149 -24%
GIC
1931
Gantzert Investment Company
Illinois
$71K -$2.18M -15,530 -97%
NPP
1932
New Potomac Partners
Maryland
$71K – – –
WQ
1933
Wealth Quarterback
New Jersey
$69.4K +$3.26M +23,259 New
MAM
1934
Marquette Asset Management
Minnesota
$67K -$4.2K -30 -6%
QAM
1935
QCI Asset Management
New York
$66K – – –
SIAS
1936
Shine Investment Advisory Services
Colorado
$65K +$44.8K +320 +267%
PFO
1937
Pathstone Family Office
New Jersey
$63.5K – – –
MF
1938
Manchester Financial
California
$63K +$59.7K +426 New
WPA
1939
West Paces Advisors
Georgia
$62.5K +$9.52K +68 +19%
MWC
1940
MBM Wealth Consultants
Missouri
$62K +$59.1K +422 New
DTIM
1941
Danda Trouve Investment Management
Kansas
$60K +$57.3K +409 New
MIM
1942
Macroview Investment Management
Maryland
$59K – – –
APC
1943
Aspire Private Capital
North Carolina
$59K +$10.5K +75 +23%
SWM
1944
Selective Wealth Management
Virginia
$58K – – –
AFS
1945
Aft Forsyth & Sober
Florida
$58K +$55.3K +395 New
FIB
1946
First Interstate Bank
Montana
$57K -$49.2K -351 -47%
FMB
1947
Field & Main Bank
Kentucky
$57K +$4.2K +30 +8%
KFS
1948
Kelly Financial Services
Massachusetts
$56.2K – – –
AP
1949
Atwood & Palmer
Missouri
$55K -$151K -1,076 -74%
CAM
1950
CenterStar Asset Management
Illinois
$54K – – –
76 77
78
79 80