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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1926
Schubert & Co
Texas
$71.1K -$2.85K -28 -4%
HFS
1927
HBC Financial Services
Washington
$70K +$61.1K +599 +821%
MWM
1928
Mascoma Wealth Management
New Hampshire
$69.7K -$66.8K -655 -49%
AFS
1929
Annapolis Financial Services
Maryland
$69.3K -$62.8K -616 -47%
MSCM
1930
McElhenny Sheffield Capital Management
Texas
$68.6K +$27.1K +266 New
HS
1931
Horan Securities
United States
$68.3K -$2.85K -28 -4%
BAAM
1932
Baker Avenue Asset Management
California
$66.7K -$258K -2,530 -79%
CWA
1933
Carolina Wealth Advisors
South Carolina
$66K – – –
FPB
1934
First PREMIER Bank
South Dakota
$66K – – –
EI
1935
Ellevest Inc
New York
$64.2K +$8.77K +86 +16%
TFP
1936
Tilia Fiduciary Partners
North Carolina
$63.2K +$204 +2 +0.3%
MFT
1937
Moisand Fitzgerald Tamayo
Florida
$63K -$549K -5,382 -90%
SC
1938
Stephens Consulting
Michigan
$62.6K – – –
TCM
1939
TD Capital Management
Tennessee
$62.5K – – –
JWA
1940
JFS Wealth Advisors
Pennsylvania
$60.7K +$1.94K +19 +3%
SC
1941
Skylands Capital
Wisconsin
$60K – – –
3IP
1942
3Chopt Investment Partners
Virginia
$60K +$61K +598 New
IWP
1943
IAG Wealth Partners
Wisconsin
$59.6K +$102 +1 +0.2%
CMA
1944
Cedar Mountain Advisors
Oregon
$59.5K – – –
QL
1945
Quarry LP
New York
$57.8K +$58.7K +576 New
EE
1946
EWG Elevate
California
$57.7K +$58.6K +575 New
PCA
1947
Providence Capital Advisors
North Carolina
$56.5K -$18.4K -180 -24%
ZB
1948
Zions Bancorporation
Utah
$56.4K +$19.9K +195 +53%
TCM
1949
Tradewinds Capital Management
Washington
$53.5K – – –
RCG
1950
Rock Creek Group
District of Columbia
$51.7K +$5.3K +52 +11%
76 77
78
79 80