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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1951
Glassman Wealth Services
Virginia
$275K -$257K -1,539 -48%
ML
1952
McAdam LLC
Pennsylvania
$273K -$77.1K -462 -22%
EIG
1953
Ellenbecker Investment Group
Wisconsin
$273K -$62.9K -377 -19%
WA
1954
Wealth Architects
California
$273K -$9.18K -55 -3%
AIA
1955
Alera Investment Advisors
Illinois
$272K +$15.2K +91 +6%
LFASL
1956
Lugano Financial Advisors SA (LFA)
Switzerland
$271K – – –
DWM
1957
Destination Wealth Management
California
$270K -$44.1K -264 -14%
AIM
1958
Aspen Investment Management
Michigan
$270K – – –
SCA
1959
Strategic Capital Advisers
Colorado
$269K – – –
TC
1960
Tacita Capital
Ontario, Canada
$269K – – –
MAG
1961
Mayfair Advisory Group
Alabama
$269K +$271K +1,622 New
CW
1962
Cabot-Wellington
Massachusetts
$268K – – –
NPF
1963
Norris Perne & French
Michigan
$268K – – –
BCP
1964
Berkeley Capital Partners
Georgia
$268K +$501 +3 +0.2%
GC
1965
Gibson Capital
Pennsylvania
$267K – – –
SFG
1966
Snider Financial Group
Washington
$267K +$268K +1,603 New
JSC
1967
Jackson Square Capital
California
$266K -$9.35K -56 -3%
AA
1968
Argent Advisors
Louisiana
$265K -$43.9K -263 -14%
SCM
1969
SOL Capital Management
Maryland
$265K -$35K -210 -12%
PFA
1970
Pure Financial Advisors
California
$265K -$20.9K -125 -7%
MA
1971
MJP Associates
Connecticut
$264K +$334 +2 +0.1%
MCG
1972
McCollum Christoferson Group
New York
$263K -$71.8K -430 -21%
LSPW
1973
Lake Street Private Wealth
Illinois
$263K – – –
TFA
1974
Trinity Financial Advisors
Ohio
$262K -$20K -120 -7%
SFWC
1975
Strategic Family Wealth Counselors
New Jersey
$262K – – –
77 78
79
80 81