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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1951
WestHill Financial Advisors
California
$285K +$35.9K +241 +14%
SPP
1952
Single Point Partners
Massachusetts
$284K -$72.4K -486 -20%
LC
1953
Lincoln Capital
Nebraska
$283K -$16.1K -108 -5%
CPSAC
1954
Chas P. Smith & Associates (CPS)
Florida
$283K – – –
HKAM
1955
Horizon Kinetics Asset Management
New York
$283K – – –
EA
1956
Echo45 Advisors
California
$283K +$284K +1,904 New
NWMG
1957
National Wealth Management Group
Ohio
$283K +$284K +1,905 New
OMIC
1958
Old Mission Investment Co
Michigan
$283K +$17.1K +115 +6%
WLIM
1959
White Lighthouse Investment Management
Massachusetts
$281K +$54.4K +365 +24%
SB
1960
Strategic Blueprint
Georgia
$281K +$282K +1,892 New
WA
1961
Waverly Advisors
Alabama
$280K -$132K -884 -30%
JWM
1962
Janiczek Wealth Management
Colorado
$280K -$13.7K -92 -5%
WFS
1963
Widmann Financial Services
Maryland
$280K +$281K +1,888 New
EI
1964
Ethic Inc
New York
$279K -$65K -436 -19%
CBT
1965
CoreFirst Bank & Trust
Kansas
$279K – – –
BI
1966
Ballast Inc
Kentucky
$279K +$7.6K +51 +3%
MC
1967
Matisse Capital
Oregon
$279K +$25K +168 +10%
SAM
1968
Secure Asset Management
Michigan
$275K +$8.19K +55 +3%
TW
1969
Transform Wealth
Colorado
$274K – – –
BWA
1970
BDO Wealth Advisors
Florida
$274K +$18.5K +124 +7%
FSC
1971
Full Sail Capital
Oklahoma
$273K +$15K +101 +6%
DA
1972
DSC Advisors
Illinois
$271K +$47.1K +316 +21%
HCC
1973
Hirtle Callaghan & Co
Pennsylvania
$271K +$272K +1,825 New
SEEDPG
1974
S.E.E.D. Planning Group
New York
$270K -$161K -1,078 -37%
RBFC
1975
Roman Butler Fullerton & Co
Missouri
$270K +$298 +2 +0.1%
77 78
79
80 81