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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
801
Northwest & Ethical Investments
Ontario, Canada
$2.17M -$3.49M -24,966 -61%
CCG
802
Cypress Capital Group
Florida
$2.16M -$104K -745 -5%
PP
803
Palladium Partners
Virginia
$2.16M +$17.8K +127 +1%
GC
804
Grimes & Company
Massachusetts
$2.15M -$10.3K -74 -0.5%
DCM
805
Dupont Capital Management
Delaware
$2.15M +$608K +4,350 +39%
SWRP
806
Summit Wealth & Retirement Planning
California
$2.14M – – –
BSW
807
Buckingham Strategic Wealth
Missouri
$2.14M +$151K +1,082 +7%
SFS
808
Sowell Financial Services
Arkansas
$2.13M +$2.17M +15,536 New
SRC
809
Stone Run Capital
New York
$2.13M – – –
CT
810
Coastline Trust
Rhode Island
$2.12M +$364K +2,604 +20%
WAM
811
Weatherly Asset Management
California
$2.11M -$201K -1,435 -9%
AFM
812
Abbot Financial Management
Massachusetts
$2.1M -$25K -179 -1%
MC
813
Maverick Capital
Texas
$2.1M +$2.14M +15,275 New
HFM
814
Hartford Financial Management
Connecticut
$2.09M -$66.8K -478 -3%
TL
815
TrueWealth LLC
Georgia
$2.07M – – –
GW
816
GW & Wade
Massachusetts
$2.06M +$38.7K +277 +2%
BI
817
Bredin Investment
Delaware
$2.06M – – –
NB
818
NBT Bank
New York
$2.04M +$126K +903 +6%
RG
819
Rathbones Group
United Kingdom
$2.04M -$479K -3,426 -19%
FMTCOCP
820
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.04M +$71.9K +514 +4%
JCM
821
Jacobi Capital Management
Pennsylvania
$2.04M +$107K +768 +5%
LNB
822
Ledyard National Bank
$2.02M -$11.2K -80 -0.5%
TCOT
823
Trust Company of Toledo
Ohio
$2.02M -$559 -4 -0%
TTWM
824
TCV Trust & Wealth Management
Virginia
$2.02M -$11.6K -83 -0.6%
LA
825
LVW Advisors
New York
$2.02M +$1.43M +10,200 +228%
31 32
33
34 35