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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
801
FRG Family Wealth Advisors
Washington
$2.06M +$2.1M +16,329 New
OWD
802
Osborn Williams & Donohoe
Ohio
$2.06M -$80.5K -626 -4%
EDRS
803
Edmond de Rothschild (Suisse)
Switzerland
$2.05M +$81.8K +636 +4%
OMCS
804
Old Mutual Customised Solutions
South Africa
$2.05M -$92.2K -717 -4%
SCM
805
Stonebridge Capital Management
California
$2.04M -$82K -638 -4%
WAM
806
Wealthspire Advisors (Maryland)
Maryland
$2.04M +$2.08M +16,195 New
CI
807
Constellation Investments
Ohio
$2.03M +$15.4K +120 +0.7%
MIP
808
Marietta Investment Partners
Wisconsin
$2.03M – – –
MLL
809
Moody Lynn & Lieberson
Massachusetts
$2.02M +$29.9K +233 +1%
MA
810
Montag & Associates
Georgia
$2.02M -$74.6K -580 -3%
HFBOT
811
Home Federal Bank of Tennessee
Tennessee
$2M +$2.04M +15,884 New
SLA
812
Silver Lake Advisory
Utah
$2M +$36.2K +282 +2%
LCM
813
Logan Capital Management
Pennsylvania
$1.99M – – –
IC
814
Inverness Counsel
New York
$1.99M -$7.71K -60 -0.4%
TBNY
815
Trustco Bank (New York)
New York
$1.98M -$24.7K -192 -1%
HA
816
Hamel Associates
New Jersey
$1.98M +$336K +2,614 +20%
MYLI
817
Meiji Yasuda Life Insurance
Japan
$1.97M -$50.6K -394 -2%
LA
818
Lynch & Associates
Indiana
$1.97M +$38.4K +299 +2%
SCM
819
Schnieders Capital Management
California
$1.96M +$18.9K +147 +1%
BT
820
Beacon Trust
New Jersey
$1.96M -$126K -984 -6%
EFS
821
Essex Financial Services
Connecticut
$1.96M -$27.5K -214 -1%
LH
822
Lebenthal Holdings
New York
$1.95M -$346K -2,688 -15%
VFA
823
Voya Financial Advisors
Connecticut
$1.94M +$430K +3,344 +28%
RBC
824
Ronald Blue & Co
Georgia
$1.94M -$352K -2,736 -15%
ACI
825
Alpha Cubed Investments
California
$1.93M -$61.4K -478 -3%
31 32
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