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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1951
Waverly Advisors
Alabama
$280K -$132K -884 -30%
JWM
1952
Janiczek Wealth Management
Colorado
$280K -$13.7K -92 -5%
WFS
1953
Widmann Financial Services
Maryland
$280K +$281K +1,888 New
EI
1954
Ethic Inc
New York
$279K -$65K -436 -19%
CBT
1955
CoreFirst Bank & Trust
Kansas
$279K – – –
BI
1956
Ballast Inc
Kentucky
$279K +$7.6K +51 +3%
MC
1957
Matisse Capital
Oregon
$279K +$25K +168 +10%
SAM
1958
Secure Asset Management
Michigan
$275K +$8.19K +55 +3%
TW
1959
Transform Wealth
Colorado
$274K – – –
BWA
1960
BDO Wealth Advisors
Florida
$274K +$18.5K +124 +7%
FSC
1961
Full Sail Capital
Oklahoma
$273K +$15K +101 +6%
DA
1962
DSC Advisors
Illinois
$271K +$47.1K +316 +21%
HCC
1963
Hirtle Callaghan & Co
Pennsylvania
$271K +$272K +1,825 New
SEEDPG
1964
S.E.E.D. Planning Group
New York
$270K -$161K -1,078 -37%
RBFC
1965
Roman Butler Fullerton & Co
Missouri
$270K +$298 +2 +0.1%
E
1966
ETFidea
New York
$269K +$270K +1,812 New
WJA
1967
Willis Johnson & Associates
Texas
$269K -$2.53K -17 -0.9%
RPCONE
1968
Retirement Planning Company of New England
Rhode Island
$269K +$270K +1,813 New
CCM
1969
Crew Capital Management
Ohio
$267K -$5.81K -39 -2%
TWM
1970
TriaGen Wealth Management
California
$267K – – –
CIC
1971
Cutler Investment Counsel
Oregon
$266K -$17.9K -120 -6%
AA
1972
AF Advisors
California
$266K – – –
CCM
1973
Copeland Capital Management
Pennsylvania
$266K – – –
CCM
1974
Courage Capital Management
Tennessee
$266K – – –
VBCG
1975
Valley Brook Capital Group
Pennsylvania
$266K – – –
77 78
79
80 81