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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1926
Annapolis Financial Services
Maryland
$69.3K -$62.8K -616 -47%
MSCM
1927
McElhenny Sheffield Capital Management
Texas
$68.6K +$27.1K +266 New
HS
1928
Horan Securities
United States
$68.3K -$2.85K -28 -4%
BAAM
1929
Baker Avenue Asset Management
California
$66.7K -$258K -2,530 -79%
CWA
1930
Carolina Wealth Advisors
South Carolina
$66K – – –
FPB
1931
First PREMIER Bank
South Dakota
$66K – – –
EI
1932
Ellevest Inc
New York
$64.2K +$8.77K +86 +16%
TFP
1933
Tilia Fiduciary Partners
North Carolina
$63.2K +$204 +2 +0.3%
MFT
1934
Moisand Fitzgerald Tamayo
Florida
$63K -$549K -5,382 -90%
SC
1935
Stephens Consulting
Michigan
$62.6K – – –
TCM
1936
TD Capital Management
Tennessee
$62.5K – – –
JWA
1937
JFS Wealth Advisors
Pennsylvania
$60.7K +$1.94K +19 +3%
SC
1938
Skylands Capital
Wisconsin
$60K – – –
3IP
1939
3Chopt Investment Partners
Virginia
$60K +$61K +598 New
IWP
1940
IAG Wealth Partners
Wisconsin
$59.6K +$102 +1 +0.2%
CMA
1941
Cedar Mountain Advisors
Oregon
$59.5K – – –
QL
1942
Quarry LP
New York
$57.8K +$58.7K +576 New
EE
1943
EWG Elevate
California
$57.7K +$58.6K +575 New
PCA
1944
Providence Capital Advisors
North Carolina
$56.5K -$18.4K -180 -24%
ZB
1945
Zions Bancorporation
Utah
$56.4K +$19.9K +195 +53%
TCM
1946
Tradewinds Capital Management
Washington
$53.5K – – –
RCG
1947
Rock Creek Group
District of Columbia
$51.7K +$5.3K +52 +11%
TC
1948
Tacita Capital
Ontario, Canada
$51K – – –
FFA
1949
Fairfield Financial Advisors
Massachusetts
$51K +$306 +3 +0.6%
ANBT
1950
American National Bank & Trust
Texas
$51K +$612 +6 +1%
76 77
78
79 80