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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1951
Nicolet Advisory Services
Wisconsin
$203K -$91.7K -759 -29%
LBC
1952
Lawrence B. Cohen
$203K -$28.9K -239 -11%
EWM
1953
Executive Wealth Management
Michigan
$201K -$79.8K -660 -26%
COCM
1954
Charter Oak Capital Management
New Hampshire
$201K +$27K +223 +14%
GP
1955
Girard Partners
Pennsylvania
$200K -$9.79K -81 -4%
CSWM
1956
Cassady Schiller Wealth Management
Ohio
$200K +$5.08K +42 +2%
HCM
1957
Hengehold Capital Management
Ohio
$200K +$20.9K +173 +10%
RA
1958
Rise Advisors
New York
$196K +$36.1K +299 +20%
TC
1959
Tacita Capital
Ontario, Canada
$195K +$3.63K +30 +2%
CCM
1960
Copeland Capital Management
Pennsylvania
$194K – – –
BWA
1961
BDO Wealth Advisors
Florida
$193K – – –
FMB
1962
Field & Main Bank
Kentucky
$192K +$174K +1,441 +438%
MME
1963
Meag Munich Ergo
Germany
$189K +$38.2K +316 +22%
SC
1964
Steph & Co
Wisconsin
$188K -$75.2K -622 -26%
PO
1965
Private Ocean
California
$186K -$38.8K -321 -16%
PA
1966
PSI Advisors
Florida
$182K +$16.6K +137 +9%
KIG
1967
Kessler Investment Group
Indiana
$181K -$4.23K -35 -2%
BCM
1968
Blume Capital Management
California
$181K – – –
GWA
1969
Gibson Wealth Advisors
Texas
$181K +$89.6K +741 +79%
GWS
1970
Glassman Wealth Services
Virginia
$180K -$21.6K -179 -10%
VC
1971
Vestor Capital
Illinois
$178K – – –
PHK
1972
Point72 Hong Kong
Hong Kong
$176K +$41.7K +345 +27%
CA
1973
Centerpoint Advisors
Massachusetts
$176K +$60.2K +498 +44%
AFS
1974
Annapolis Financial Services
Maryland
$174K – – –
SWM
1975
Selective Wealth Management
Virginia
$174K – – –
77 78
79
80 81