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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WE
1926
Wealth Effects
Massachusetts
$242K +$399 +3 +0.2%
RBFC
1927
Roman Butler Fullerton & Co
Missouri
$242K +$16.2K +122 +7%
BDF
1928
Balasa Dinverno & Foltz
$241K -$405K -3,046 -61%
GP
1929
Girard Partners
Pennsylvania
$241K -$83.6K -629 -25%
SSWM
1930
Sheets Smith Wealth Management
North Carolina
$241K -$68.2K -513 -21%
FMI
1931
F/M Investments
District of Columbia
$241K +$77.7K +584 +43%
KCM
1932
Kathmere Capital Management
Pennsylvania
$240K -$1.73K -13 -0.7%
FHB
1933
First Hawaiian Bank
Hawaii
$239K -$32.3K -243 -11%
AA
1934
Aufman Associates
Pennsylvania
$239K -$3.19K -24 -1%
FNBOSM
1935
First National Bank of South Miami
Florida
$239K -$798 -6 -0.3%
DU
1936
Delphia (USA)
Ontario, Canada
$239K +$69.3K +521 +37%
FCFC
1937
First Commonwealth Financial Corp
Pennsylvania
$238K -$26.9K -202 -10%
FW
1938
FirstPurpose Wealth
Utah
$238K +$254K +1,912 New
WAM
1939
WNY Asset Management
New York
$237K -$106K -794 -30%
HKAM
1940
Horizon Kinetics Asset Management
New York
$237K – – –
SPP
1941
Single Point Partners
Massachusetts
$236K -$2.39K -18 -0.9%
SCA
1942
Scott Capital Advisors
Oregon
$236K +$73K +549 +41%
SA
1943
Sicart Associates
New York
$235K -$278K -2,093 -53%
JSW
1944
Journey Strategic Wealth
New Jersey
$234K -$94K -707 -27%
CBT
1945
CoreFirst Bank & Trust
Kansas
$233K – – –
AA
1946
Argent Advisors
Louisiana
$233K +$20.7K +156 +9%
RFN
1947
RDA Financial Network
Iowa
$232K -$9.84K -74 -4%
AMBIA
1948
Allen Mooney & Barnes Investment Advisors
Georgia
$231K +$247K +1,857 New
TA
1949
Tectonic Advisors
Texas
$231K +$17.8K +134 +8%
FHC
1950
First Heartland Consultants
Missouri
$231K +$34.2K +257 +16%
76 77
78
79 80